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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Semiconductor Index $SOX hits record 1.39 relative to S&P 500, extends 18-day rally and trades 40% above 200-day average. Similar Bollinger Band breakout occurred during dot-com bubble in 2000 before semiconductor collapse of roughly 80% over two years

Just like the Nasdaq blowoff in early 2000 where every tech index screamed higher right before the crash wiped out years of gains. ⚠️THIS IS ABSOLUTELY INSANE:The Semiconductor Index, $SOX, relative to the S&P 500, rose to an all-time high …

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Inflation ripping higher while real spending collapses is the exact combination that breaks markets and no amount of AI fairy dust changes that math. SPY has just officially topped?

Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll …

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EU warns energy crisis could last years, not months, even with a deal. The oil crisis is worse than anything in modern history. Nobody is panicking. That’s the problem.

EU energy commissioner warned this morning that even if the Iran war ended today the energy crisis could last years with jet fuel shortages grounding routes and diesel next in line plus potential catastrophic economic fallout beyond energy. The best …

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The S&P 500 is offering one of the lowest dividend yields in nearly 150 years. Imagine thinking the rally is going to continue after OpEx

Hahaha imagine thinking the rally is going to continue after OpEx https://t.co/gdiXbNbu6d — Michael Bento (@MichaelPBento) April 17, 2026 What makes the stock market go vertical like this for so long..?? pic.twitter.com/qeHUT1rQM4 — American AF 🇺🇸 (@iAnonPatriot) April 17, 2026 …

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