Independent thinking for complex markets and current events
The Wall Street Journal just reported that U.S. Landlords are becoming concerned over a slowdown in the rental market. Rental inventory is rising, and rent growth is now slowing, falling to its lowest level in 13 years, and the 6th lowest in the last 40 years according to John Burns Real Estate Consulting.
Trump tells Pfizer CEO to his face that he is “surprised” he is agreeing to massive price cuts to his company’s drugs. Albert Bourla smiled and stood silently as Trump announced devastating news for his company. Pfizer will now be selling prescription drugs to Medicaid at the “most favored nation’s prices.” This means that the …
by confoundedinterest17 US home prices are downshifting to a lower gear. Home prices across the top 20 cities in the US fell by 0.07% MoM (less than the 0.2% decline expected) – the fifth straight monthly drop in prices. This pulled the YoY price appreciation down to 1.82%, the lowest since July 2023. The U.S. housing market …
Can we eliminate the agencies that report this bad news? Trump said grocery prices were going to go down? pic.twitter.com/Oq0K6KYKcS — Darth Powell (@VladTheInflator) September 30, 2025 Our government has failed us. pic.twitter.com/ITvInTwnpO — Spencer Hakimian (@SpencerHakimian) September 29, 2025 This is why the government is lying to you when they say inflation is under …
Week ending September 10 in Vaughan did not just nudge the market downward, it slammed it into a pit nobody wants to admit exists. Detached median sold price fell to $1.36 million, one of the lowest points anyone remembers, down 21 percent year-over-year, and every headline pretends this is just a seasonal wobble, as if …
“Achieving these results required additional incentives, resulting in a reduced average sales price of $383,000, and our gross margin drifted down to 17.5%, while our SG&A expenses came in at 8.2%, reflecting the soft market conditions.” Source: https://newsroom.lennar.com/2025-09-18-Lennar-Reports-Third-Quarter-2025-Results “The average sales price for new homes dropped to $389,000, an 8.7% decline year-over-year, and a striking …
https://www.youtube.com/watch?v=_YKzh0X8WT0 Don’t ever round up your purchase to ‘donate’. The extra change goes right into the pocket of the owner of the company, not to the charity.
🚨BREAKING New report: poverty and food insecurity in Canada jumps FORTY percent since 2023 …some Canadians are going FULL DAYS without eating. The solutions? All taxpayer funded! Communism is coming. pic.twitter.com/Vmqn2PhAJV — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) September 17, 2025 Canada Real Estate Insanity A Hamilton home purchased in 2021 just sold for a 52% loss. 2009 …
Holy. Shit. Atlanta Fed is now projecting that Q3 GDP will be +3.4%… a massive expansion. The US economy is running HOT. pic.twitter.com/aDQHxtq4iY — Geiger Capital (@Geiger_Capital) September 16, 2025 For the rate of inflation to be dropping (LOL Trump) or even flat during this time frame tells you that consumption has completely evaporated. It …
by confoundedinterest17 US housing is simply unaffordable! Mortgage rates remain elevated since the Biden Administration took control in 2021. Although under Trump, the rise in the 30-year mortgage rate has slowed. But the 30-year mortgage rate is up 126% since the beginning of 2021 and the “Joe The Boss” Biden administration. Mortgage originations at large banks …
Promise made, promise broken. Food-at-home rose 0.6% from July to Aug—the biggest month-over-month increase since Aug '22. Meats, poultry, fish, and eggs rose 5.6%. Whatever growth Trump claims from his insane trade wars, it's us, everyday Americans, who are paying the price. pic.twitter.com/Q1XIJaFYxb — Ryan Crosswell (@Ryan_Crosswell) September 12, 2025
The receipts killed the fantasy. Import prices jumped instead of falling, which means tariffs landed on Americans, not on exporters. If foreigners were “eating” the tariffs you’d expect to see import prices drop They’re not dropping Focus on reality, ignore the narrative https://t.co/P3R4fimCns pic.twitter.com/cI5qmUGVSr — George Gammon (@GeorgeGammon) September 12, 2025 CBS News confirmed the …
Authored by Mike Shedlock via mishtalk, The CPI was up more than expected in August. Food played a role. The BLS CPI report for August shows the price of food and beverages jumped 0.5 percent with food at home rising 0.6 percent. Six CPI Food Categories Month-Over-Month CPI Food Category Month-Over-Month Details Food and Beverage: …
Trump on radio this morning: “We have no inflation. Prices are down on just about everything. Prices are way down on energy.” pic.twitter.com/eUcQxwvrIL — PatriotTakes 🇺🇸 (@patriottakes) September 9, 2025 🚨 *TRUMP: POWELL MUST LOWER THE RATE, BIG, RIGHT NOW — *Walter Bloomberg (@DeItaone) September 10, 2025 LOWER INCOME CONSUMERS ARE ‘LIVING ON THE EDGE’ …
The global food system is fraying at every seam. August 2025 did not deliver a seasonal blip or a temporary disruption. It revealed a continental-scale unraveling of protein supply, visible to anyone paying attention. Meat prices have surged another 10 percent this year, sending the FAO’s meat price index to an all-time high https://guyanachronicle.com/2025/09/06/fao-food-price-index-virtually-unchanged-in-august. The …
Authored by Mike Shedlock via mishtalk, The ISM report for August reads like mild stagflation. ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® Please consider the August 2025 Manufacturing ISM® Report On Business® by Susan Spence, Chair of the Institute for Supply Management®. “In August, U.S. manufacturing activity contracted at a slightly …
Trump’s legacy will be defined by America’s downfall, and everything he is doing right now makes that almost certain. Ray Dalio says it happens within 3 years max 💀 👀 👀 pic.twitter.com/A3zcUHg3lY — QE Infinity (@StealthQE4) September 2, 2025 Link:https://t.co/mtTG5lOBrc — QE Infinity (@StealthQE4) September 3, 2025 Ray Dalio warned the U.S. faces a “debt-induced …
Washington is making a massive bet on tariffs that could reshape the entire economy. If tariffs rise as Bessent predicts, small businesses and manufacturers may collapse under higher costs while large corporations collect enormous windfalls. Global allies could retaliate, threatening exports and destabilizing trade networks that have supported markets for decades. Everyday goods will get …
Houses are everywhere, prices stop climbing, buyers rejoice eventually. Insanity. I don’t see how housing doesn’t struggle going forward. Wait until the boomers die off. There will be no one left that can afford to buy. https://t.co/aNWA55mzBY — QE Infinity (@StealthQE4) August 31, 2025 Among all recent grads living at home, the divide between men …
Worse than GFC Nobody is buying. https://t.co/BOkVkQh8AS — Amy Nixon (@texasrunnerDFW) August 28, 2025 It’s not a strike because that implies a choice. The average family simply can not afford the average house today. The only people buying are current homeowners or the fairly well off. First-time buyers are absolutely screwed and this isn’t healthy …
by Michael Home prices are falling all over the nation. Should we be cheering or should we be concerned? In this article, I am going to discuss two distinct scenarios. In one scenario, lower housing prices could be a really good thing for our economy. But if another scenario plays out, we could potentially be looking …
*US JUNE HOME PRICES FALL 0.2% Home prices are officially outright falling in the United States. Good luck! — Spencer Hakimian (@SpencerHakimian) August 26, 2025 Yeah. One house I've been looking at that had been listed for 6 months had been gradually reduced in price over that time from $1.5m to $1.2m. Then last week …
Well, that was quite a surprise. We just got confirmation that inflation is picking up steam once again. That’s concerning news, because the cost of living has already been putting pressure on people nationwide. In fact, one recent survey found that 86 percent of Americans are stressed about grocery prices. But it’s not just food …
McDonald’s is slashing its combo meal prices — despite weeks of tussling with restaurant operators who pleaded that rising costs have made it difficult to sustain deals already on the menu. Its US franchisees have agreed to keep the cost of eight popular combos 15% below the sum of the individual items’ prices, according to …
‼️US commercial real estate CRISIS in one chart: Office space vacancy rates hit ~20% in Q2 2025, the highest share on RECORD. Vacant office space has almost DOUBLED in 5 years. This is also WAY above the post-Great Financial Crisis peak. When will this stop? pic.twitter.com/5w73em8MBe — Global Markets Investor (@GlobalMktObserv) August 20, 2025 Another …
by confoundedinterest17 Is This My Free One-Way Bus Ticket To Cleveland? Cleveland is leading the nation in home price growth at 4.7% YoY. Followed closely by Hartford CT, Louisville KY, Detroit MI and Buffalo NY. Well, if The Fed would stop printing money (M2), home prices would decline. But The Fed will keep on printing! Of course, …
If meat prices go up any faster.. theyll be going back in time#cattle pic.twitter.com/7ANY4XM9Pb — AGTrader (@agtrader) August 20, 2025 The Fed can only justify rate cuts with one datapoint: The labor market. But, the Fed just said they see inflation risks outweighing employment risks in the Fed Minutes. As we saw in September 2024, …
LMFAO pic.twitter.com/ZelKlQRqgw — Darth Powell (@VladTheInflator) August 18, 2025 "We need home prices to come down" – CEO Redfin pic.twitter.com/JZn5bHec0u — Darth Powell (@VladTheInflator) August 19, 2025 Historically, new homes almost always commanded a premium because they offered fresh construction, modern layouts, and builder incentives were minor relative to demand. Existing homes carried the discount …
Unless they drop asset prices, no one is going to fucking retired after the boomers.pic.twitter.com/oPYVbH6wwq — Darth Powell (@VladTheInflator) August 17, 2025 Next time a boomer tells you to work harder. Punch him in the face 🥊 They had it way easier. https://t.co/geb4kWjaO7 — QE Infinity (@StealthQE4) August 19, 2025
