Independent thinking for complex markets and current events
Unsold completed homes for sale hit 2009 levels… pic.twitter.com/bhseVBGHRB — Jon Brooks (@jonbrooks) February 17, 2026 At what % does it become a bubble? pic.twitter.com/2ERA6KJ53M — Jon Brooks (@jonbrooks) February 17, 2026
The car market is a complete disaster. No one is talking about this. This is their 2008 moment. pic.twitter.com/Igf8thQmuI — QE Infinity (@StealthQE4) September 27, 2025 Those prices will go down where people can afford them again. My have a bankrupt auto maker or two. The cure for high prices is high prices. h/t Don …
https://twitter.com/rev_cap/status/1962197481111834696 Housing *does* need help, but totally agree if they cut FFR it’ll just make things worse Since cutting cycle of 100bps last sept, 30Y UP 100bps Eventually I also think they try another George W Bush type program (when the rate cuts don’t work)https://t.co/42buOXff4f — Robert (infra 🏛️⌛️) (@infraa_) September 1, 2025 We’re now …
Inventories of unsold new homes are surging. 👇🏼 pic.twitter.com/AwjX2ZL4RU — Kalani o Māui (@MauiBoyMacro) May 16, 2025 Student loan repayment fully resuming is a headwind for the housing market. Rental, more than sales. The scale of the impact is staggering. Student loan forbearance gave 40 million Americans ~$500/month for 5 years. Injecting ~$240 billion annually …
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 …
"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 operator of one of the world’s busiest seaports changed its entire landscape to handle its “precious cargo” of imported electric vehicles from China, including “constructing a dozen wind turbines on the quayside; on-site battery recharging options; quality control and a ruthless hunt for the slightest defect to deliver ready-to-use cars to customers.” Only to …
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 …
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 …
#BREAKING NEWS CHINA IS CONSIDERING A PROPOSAL TO HAVE LOCAL GOVERNMENTS ACROSS THE COUNTRY BUY MILLIONS OF UNSOLD HOMES Here we go… Read: https://t.co/AkA4BX1Jt7 — Jack Straw (@JackStr42679640) May 15, 2024 China finds itself in a precarious position, caught between a rock and a hard place. To prevent further pressure on the Yuan, authorities have …
via naturalnews: There is a case before the Supreme Court right now that, depending on the direction it takes, could allow the Internal Revenue Service (IRS) to begin taxing unrealized capital gains in addition to realized capital gains. Moore v. the United States technically deals with a different issue involving a couple that was taxed by the IRS for unrealized gains overseas. It …
“Car prices are about to drop, an oversupply of vehicles will lead to manufacturers slashing prices. There are too many cars and not enough buyers. UBS reports that the production of cars is outpacing sales by 6%, this leaves about 5 million cars just sitting around, unsold. To sell these cars, manufacturers might have to …