Sellers delusional on old prices. Rates linked to long bonds crushing demand. Cash buyers prop market for now but cracks show. Tariffs drive lumber higher. Carry trade unwind bites hard when rates spike.
We are on the precipice of chaos. https://t.co/YY7B4hWAZn pic.twitter.com/CkqaUYAEmX
— The Great Martis (@great_martis) July 22, 2026
This not good
This very bad. pic.twitter.com/U5G9LPzWwj— The Great Martis (@great_martis) July 22, 2026
Yen flexing
USD/JPY takes a dive to 162.90
Sharp drop this morning – carry trade unwind still biting
It’s like borrowing on a 0% credit card to buy stocks.
Great until the card company jacks up rates and the Yen rallies.
Then everyone scrambles for the exit at once.… https://t.co/o2oGUc2Tgb pic.twitter.com/vvknknG8UM
— kristen shaughnessy (@kshaughnessy2) July 22, 2026
I've been warning for years that yields across the globe would rocket higher and that a 1970s-style stagflation environment -a rare phenomenon .. was extremely likely.
As predicted, we are now starting to see these dire prophecies come to light.
Below is just another majestic… pic.twitter.com/XcnIW7Q0Cf
— The Great Martis (@great_martis) July 23, 2026
30-Year Treasury Yield is closing in on its highest level since the run-up to the Global Financial Crisis 🚨 🚨
byu/Boo_Randy_Revival inHouseBuyers
Lumber jumps to highest price in 12 months 📈 🌲
byu/Boo_Randy_Revival inHouseBuyers
BREAKING: Jim Cramer says "I like data centers so much, that I wish I lived in one!" https://t.co/wuZIWvdG8U pic.twitter.com/OQXO54bM1K
— Financelot (@FinanceLancelot) July 22, 2026