Median price for new single family homes fell to $387,400 in April, dropping 6.2% y/y to its lowest level since July 2021. Rents have been rolling over for years too.

Buyers finally get a breather as the everything bubble in housing starts to leak air. Meanwhile, the home price-to-income ratio is still very, very high. pic.twitter.com/kafzqXrATR — 𝙨𝙤𝙧𝙩𝙤𝙫𝙖𝙠 (@sortovak) May 6, 2026 The Fed/BLS have a CPI Shelter measurement problem. …

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None are making major profits on AI; none has a technical moat; a massive price war is inevitable. And few of their customers are seeing major returns on investment. Greatest capital misallocation in history.

Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major …

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You might say the price is elastic.

World’s top condom maker Karex to raise prices sharply as Iran war strains supply chain. KUALA LUMPUR, April 21 (Reuters) – Malaysia’s Karex Bhd (KARE.KL), opens new tab, the world’s top condom producer, plans to raise prices by 20% to …

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Ken Griffin of Citadel has said there is an energy price shock occurring across the world. Kevin Warsh says AI boom could justify lower rates while Ed Yardeni warns of higher neutral rate risk

Ken Griffin of Citadel has said there is an energy price shock occurring across the world. — unusual_whales (@unusual_whales) April 20, 2026 AI BOOM WON’T AUTOMATICALLY MEAN RATE CUTS Fed chair nominee Kevin Warsh argues an AI-driven productivity surge could …

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Brits must brace for energy RATIONING. Aussies told to brace for ‘Covid 2.0’ price shock. Trucking leaders across America warn Iran war diesel surge could drive widespread consumer price increases. Diesel gas prices hit $5 a gallon

Brits must brace for energy RATIONING as Middle East chaos causes shortages, ex-No10 expert warns https://t.co/wcNsfx6Ee3 — Daily Mail (@DailyMail) March 16, 2026 Brits were today warned they must brace for energy rationing as the Middle East crisis continues. Former …

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Price Controls Never Solve a Crisis

by Martin Armstrong Governments never seem to learn from history. Every time energy prices surge, politicians rush to impose price controls as if markets can be commanded to obey political decrees. South Korea has now joined that long list, announcing …

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Now That Iran Has Closed The Strait Of Hormuz, How High Will The Price Of Oil Go? Our entire way of life depends upon cheap energy, and nearly a third of all oil that travels by sea must go through the Strait of Hormuz

by Michael The war with Iran that we have been waiting for is officially here. The U.S. and Israel are absolutely pummeling Iranian military targets, and in return the Iranians are striking targets all over the Middle East. As you will …

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