Independent thinking for complex markets and current events
US housing inventory growth is accelerating: The monthly supply of new single-family homes rose +1.0 month in May, to 10.3 months, the highest since February 2009. byu/Boo_Randy_Revival inHouseBuyers US Home Prices Drop For 3rd Straight Month byu/Boo_Randy_Revival inHouseBuyers Rising inventory is first sign that high prices and rates are finally breaking seller power. Three straight …
This is actually kind of crazyWe are handing brand new inventory over as rentals for Section 8? — Jon Brooks (@jonbrooks) February 19, 2026
Major dealers are reporting a complete sell out on COPPER inventory. Standard 1oz rounds and 10oz bars are on backorder for 6-12 months. This is the exact same signal we saw before SILVER began its historic rally. Physical demand increases, and the price follows. The Catalyst: Global copper deficit has hit 600,000 tons already in …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴☠️ (@calvinfroedge) November …
"Today, the price of beef is at a record high in America as cattle inventory hits its lowest point in nearly 75 years. Since July 2020, ground beef prices have spiked 48% while steak is up 41%. For perspective, consumers are spending about 25% more for food at home compared to… pic.twitter.com/8mkUM1OguJ — Trevor Noren …
A glut of housing supply is building in the Southern U.S. Home builders now have 9.6 months of supply on their lots — the 2nd-highest in 40 years. The long-term average is just 5.7 months, meaning the South is 68% oversupplied today. That’s good news for buyers. All this… pic.twitter.com/E3mHdk1D8A — Nick Gerli (@nickgerli1) September …
The collapse isn’t whispered. It’s marching through neighborhoods, through MLS listings, through every open house where the buyers hesitate, the agents hedge, and the price tags crumble under scrutiny. The illusion of stability has evaporated while 56% of homes now sell below asking, exposing a market that once promised security and now delivers panic and …
by confoundedinterest17 The US housing market is a changeling, going from a mega glut during the financial crisis to a tight market, then back to a glut … again. In fact, there are 511,000 new homes for sales in the US, the highest inventory since the financial crisis. Combine all-time high home prices with RELATIVELY …
The cracks are showing. DR Horton booked $1.02 billion in net income for Q3 2025, a sharp drop from $1.35 billion a year ago. Revenue slid 7% to $9.2 billion. Closings fell to 23,160. The backlog shrank 16%. Order value dropped 19%. Gross margin slipped to 22.7%. Incentives increased. Liquidity held steady at $5.5 billion. …
What The Headline GDP Number Doesn’t Show byu/stockpreacher instockpreacher BREAKING: US goods imports fall -19.8% in April as President Trump's "reciprocal tariffs" effectively halted trade with many countries. This marks the largest drop in history for US goods imports. — The Kobeissi Letter (@KobeissiLetter) May 30, 2025 “There was always concern that it would be …
Builders are sitting on more houses than they can sell, and that could spell trouble for the entire housing sector. We currently have the most homes for sale in the sunbelt in US history. This would be front page news if they didn't think it would cause a panic pic.twitter.com/FyhTIZu5ka — Darth Powell (@VladTheInflator) May …
Home values are sliding across the country, with Zillow reporting declines in 27 states. The latest data confirms what many homeowners feared—prices are no longer climbing at the breakneck pace seen in previous years. The housing market is shifting, and sellers are feeling the pressure. The biggest drops have been recorded in Florida, Colorado, California, …
The automotive industry is facing unprecedented challenges, highlighting five major trends that strongly indicate a significant price correction is on the horizon. With total auto loan debt reaching an all-time high of $1.7 trillion, vehicle inventories accumulating, and looming tariffs on imported cars threatening to inflate prices further, consumers considering vehicle purchases in the next …
1) Home prices in California are still up on a year-over-year basis, however they won't be for long if this inventory growth continues. Los Angeles county is up 48% YoY.Orange county up 66%San Diego up 67%Riverside up 53%Santa Clara up 73%Alameda up 74% Data as of March… — Nick Gerli (@nickgerli1) April 11, 2025 3) …
🇨🇳 #Amazon cancels inventory orders from China due to tariffs. pic.twitter.com/nFL3679w29 — The Bitcoin Addict (@thebtcaddict) April 9, 2025 BREAKING: Amazon suspends some its inventory orders from China due to the tariffs pic.twitter.com/8It8hPnENi — Visegrád 24 (@visegrad24) April 9, 2025 Amazon is canceling orders for multiple products produced in China over the tariffs put in …
by ElementBulldog I conducted an analysis of housing listings in the USA, focusing on properties for sale by both agents and owners, as well as rental listings. Goal is to take a snapshot of the listings in the USA, and track them over time to see how long it takes for houses to sell or …
We explained the property bubble in China and its many negative implications in 7 episodes here… 2/2https://t.co/43I3QXuRVQ — Alexander Stahel 🌻 (@BurggrabenH) December 23, 2024 ⚠️ JUST IN: *CHINA CENTRAL BANK INJECTS 109.6 BILLION YUAN VIA 7-DAY REVERSE REPOS AT 1.50%: STATEMENT 🇨🇳🇨🇳 pic.twitter.com/PxOkJ2acfp — Investing.com (@Investingcom) December 23, 2024 ⚠️CHINA'S REAL ESTATE CRISIS HAS …
"builders are dealing with the most unsold inventory since the Great Finance Crisis" — Darth Powell (@VladTheInflator) December 20, 2024 Home builders across America like Lennar and DR Horton are issuing massive warnings about the US Housing Market in 2025. Most recently, Lennar signaled a big decline in revenue YoY and a huge pile-up of …
The inventory shortage narrative runs out of steam as Realtor pivots on supply and price “This is the longest stint of four-plus months of supply in five years” “The percentage of homes with price reductions was 18.6%” – higher than 2017-2019 Just wait until Spring… pic.twitter.com/8VM0mX8nkS — Saw Chuck (@Saw_Chuck2023) November 19, 2024 OCTOBER HOUSING …
How do we see this type of inventory increases in one year without major price reductions imminent. We need a correction but this one might be extreme. You can’t double inventory, with low demand, and things not correct significantly. Thoughts on what yall are thinking? Florida is also seeing a lot of private …
If this ain’t the housing market turning around, I don’t know what is The number of homes for sale in the Denver metro area have reached highs not seen since 2013. At the beginning of 2024, the region saw a surge of new listings flood the market. There were nearly 11,000 homes for sale at the end …
Housing inventory is quickly recovering+39.9% YoY; highest level since June 2020 pic.twitter.com/bsUmipgWBe — Piker Capital (@PikerCapital) August 5, 2024
https://t.co/EQKqdh6AzlPrice Drop! — Future Talk (@FutureTalk_X) July 31, 2024 Morgan Stanley: Only 3% chance GDP will decline in 2025. Trust the science! pic.twitter.com/oMupYTLCqa — Peter Berezin (@PeterBerezinBCA) July 31, 2024 The real estate market is a significant part of the U.S. economy. In 2023, it contributed approximately 18% to the national GDP. This includes residential, commercial, and industrial …
The second graph shows the seasonal pattern for active single-family inventory since 2015. The red line is for 2024. The black line is for 2019. Inventory was up 39.4% compared to the same week in 2023 (last week it was up 39.1%), and down 29.4% compared to the same week in 2019 (last week it …
by Mike Shedlock The homebuilders’ inventory of started but unsold homes is steeply rising as sales drop. It will take price cuts to clear inventory. Data from census department, chart by Mish New Residential Construction Yesterday, the Census Department released the New Residential Construction report for June. New Home Sales: Sales of new single-family houses in June …
Inventory jumped 23.4% from a year ago to 1.32 million units at the end of June, coming off record lows but still just a 4.1-month supply. A 6-month supply is considered balanced between buyer and seller. These inventory levels are the highest supply since May 2020, boosted by homes sitting on the market longer. Even …
1) This Florida housing downturn keeps getting more intense by the day. With a combination of investors, builders, and inflation-burdened homeowners off-loading houses at a historically fast clip. This increase in listings is now corresponding with a slowdown in demand, which is… — Nick Gerli (@nickgerli1) July 22, 2024 3) Something interesting about Florida is …
1) The graph above points to how bifurcated the US Housing Market is right now. Texas and Florida literally have 276% more inventory than the entire Northeast US, which comprises 9 states. Prior to the pandemic these regions had the same amount of inventory. — Nick Gerli (@nickgerli1) July 15, 2024 2) It's even crazier …
Meanwhile new car inventory looks like a rocket ship https://t.co/xCj5YuJXlS pic.twitter.com/yvUdx69WGl — Darth Powell (@VladTheInflator) July 10, 2024 People are not buying new cars: People don’t have money New Cars/trucks still so expensive (and increasing the last 5 years) High interest rates Harder getting a loan etc Dealers have 150 days supply Dealers full of …
Altos reports that active single-family inventory was up 1.1% week-over-week. Inventory is now up 32.1% from the February seasonal bottom, and at the highest level since July 2020. This inventory graph is courtesy of Altos Research. As of July 5th, inventory was at 653 thousand (7-day average), compared to 646 thousand the prior week. Inventory is still far …