IF U.S. incomes spiked 69%, we'd return to pre-pandemic housing affordability levels
— Lance Lambert (@NewsLambert) April 1, 2025
IF U.S. home prices fell 41%, we'd return to pre-pandemic affordability
IF mortgage rates fell 4.3 percentage points, we'd return to pre-pandemic affordability pic.twitter.com/p9SBMxzJ5F
UNC remains undefeated in games in which it scored more points than the other team.
— George Hartzman (@antzmrah) March 24, 2025
42% of mortgage refinance applications are being rejected, the highest rate in AT LEAST the last 12 years 🚨 pic.twitter.com/LYYBw5RFeg
— Barchart (@Barchart) March 18, 2025
Buckle up pic.twitter.com/Xq9nxaYPUK
— Darth Powell (@VladTheInflator) March 23, 2025
UNC remains undefeated in games in which it scored more points than the other team.
— George Hartzman (@antzmrah) March 24, 2025
Should investors be bullish when everyone else is certain about “uncertainty”? pic.twitter.com/ctwIObyX4W
— Bespoke (@bespokeinvest) March 29, 2025
6.1 million Americans are behind on their mortgage.
— Michael Burry Stock Tracker ♟ (@burrytracker) March 29, 2025
FHA delinquencies just hit 11.03% — the highest in years. pic.twitter.com/hKoCpZgtQ0
Almost every Fed easy money cycle ends with an interest rate hike cycle, plateau then an easing cycle. It is after the punch bowl is taken away and they start cutting again that the past cycle’s fraud is exposed.
— Edward Dowd (@DowdEdward) April 1, 2025
1) 2000 Fed starts cutting rates massive corporate fraud exposed…
BREAKING 🚨: Car Buyers
— Barchart (@Barchart) March 7, 2025
The % of borrowers at least 2 months late on their car payments jumps to an all-time high pic.twitter.com/HNvNDvkim0
Corporate Insiders are dumping shares at the fastest pace in AT LEAST the last 2 decades 🚨 pic.twitter.com/LyqZTw4h6N
— Barchart (@Barchart) March 16, 2025
This chart is truly noteworthy.
— Otavio (Tavi) Costa (@TaviCosta) March 16, 2025
It spans 45 years of history, showing that consumers now believe business confidence is worsening at record levels.
I remember Druckmiller explaining how he made much of his career by buying long 2-year Treasuries ahead of market turmoil.
With… pic.twitter.com/wbrgZHPLu2
3m average of restaurant and bar retail sales growth fell sharply and further into negative territory in February pic.twitter.com/osXWHbf6jG
— Liz Ann Sonders (@LizAnnSonders) March 18, 2025
Highest number of new homes for sale since 2008 pic.twitter.com/82Z4EHa1Gs
— Darth Powell (@VladTheInflator) March 11, 2025
Holy shit.
— Geiger Capital (@Geiger_Capital) March 3, 2025
Atlanta Fed is now projecting that Q1 GDP will be -2.8%… a large contraction.
Last week it was -1.5%
2 weeks ago it was +2.3%
4 weeks ago it was +3.9% pic.twitter.com/ABDucv7Zrs
BREAKING 🚨: Car Buyers
— Barchart (@Barchart) March 7, 2025
The % of borrowers at least 2 months late on their car payments jumps to an all-time high pic.twitter.com/HNvNDvkim0
Foreigners bought $76.5 Billion worth of U.S. Stocks from Nov 2024 - Jan 2025, the fastest 3-month pace in history! Unfortunately, historically they have had poor timing having bought right before the 1987 crash, the 2000 dot com bubble, and the 2008 global financial crisis 🚨 pic.twitter.com/G6U3rhv7mD
— Barchart (@Barchart) March 1, 2025
Florida homes for sale hits an a new all-time high as inventory surges #MacroEdge pic.twitter.com/9rqoVkKwZc
— MacroEdge RESights (@RESightsbyME) March 1, 2025
This is really poor analysis about long-term investing. Yes, missing the 10-best days in the market will certainly hurt your returns. But applying risk management, investing properly, and managing exposure can greatly increase returns by missing the 10-worst days. Read more… pic.twitter.com/MzWzSfmrCm
— Lance Roberts (@LanceRoberts) March 10, 2025
LOOK OUT BELOW! Atlanta Fed 1Q GDP estimate was 2.3% the day before yesterday. It's now -1.5%.
— steph pomboy (@spomboy) February 28, 2025
This is the most accurate lyric video of Pearl Jam pic.twitter.com/QDmYriG5nB
— Dudes Posting Their W’s (@DudespostingWs) February 27, 2025
Pending home sales… you guessed it - all time low last month (leading indicator for actual closes)
— Don Johnson (@DonMiami3) February 27, 2025
Homes have essentially morphed into Boomer Pokémon cards & equity piggy banks. pic.twitter.com/2d2GH2ukmJ
U.S. credit applications for mortgages and auto loans are being rejected at the highest rate in more than a decade 🚨 pic.twitter.com/z0E0vKOBug
— Barchart (@Barchart) February 27, 2025
U.S. Credit Card Defaults soared to $46 Billion, the most since the aftermath of the Global Financial Crisis 🚨 pic.twitter.com/cGpkX45HrQ
— Barchart (@Barchart) February 26, 2025
New home sales down 10.5% month/month
— MacroEdge RESights (@RESightsbyME) February 26, 2025
Total inventory - highest since December '07, unsold & completed inventory highest since August '09 pic.twitter.com/fuQE4flMqQ
One thing that's increasingly clear to me is that corporate America is bloated beyond belief, and largely exists on fake numbers that demoralize everyone. Operational capacity is being wrecked.
— Matt Stoller (@matthewstoller) February 26, 2025
FDIC Ends Disclosing Total Assets of Banks on “Problem Bank List,” as Disclosure Might Suddenly Trigger a “Disorderly Run.”
— Wolf Richter (@wolfofwolfst) February 26, 2025
Are disclosures of “unrealized losses” on bank balance sheets next?https://t.co/Jz2Br5Hi2X
Old chart, new chart: pic.twitter.com/124A60rGjH
“We are now at oversold levels” pic.twitter.com/Y34bajtIgK
— Otavio (Tavi) Costa (@TaviCosta) February 25, 2025
Berkshire Hathaway is holding over 27% of their Assets in Cash, the highest percentage on record.https://t.co/l5IYmkeySJ pic.twitter.com/WFcugWGyhG
— Charlie Bilello (@charliebilello) February 21, 2025
Fund Manager cash allocations at a 15-year low! 👀 pic.twitter.com/yKj3YkwhVV
— Callum Thomas (@Callum_Thomas) February 18, 2025
Meh....it's probably nothing. 🤔@thedailyshot pic.twitter.com/FfAAK0pwfw
— Lance Roberts (@LanceRoberts) February 17, 2025
This chart is nuts. Software developer jobs down 70% from peak.
— GREG ISENBERG (@gregisenberg) February 13, 2025
People will blame the end of free money. But something way more interesting is happening.
The middle class engineer is dying. And it's dying because they're not needed anymore.
One good dev with Github Copilot… pic.twitter.com/8DFBnd6mUP
🚨HOLY GUACAMOLE:
— Global Markets Investor (@GlobalMktObserv) February 12, 2025
The Goldman Sachs Bull/Bear Market Indicator measuring market and economic sentiment hit 73%, one of the largest readings in history.
The index uses valuations, yield curve, unemployment, inflation and other metrics.
The sentiment has rarely been greater. pic.twitter.com/VRgY5GdmSr
Shocking stat of the day:
— The Kobeissi Letter (@KobeissiLetter) February 11, 2025
Total consumer credit in the US surged by a record +$40.8 billion in December.
This is a sharp turnaround from the -$5.4 billion decline posted in November.
Revolving credit, which includes credit cards, jumped +$22.9 billion ALONE in December.… pic.twitter.com/n1B5r8lPpx
Hours worked fell sharply in January to 34.1 … tied for lowest since March 2020 and June 2010 pic.twitter.com/eHi4bd5WLG
— Liz Ann Sonders (@LizAnnSonders) February 7, 2025
When fraud becomes impossible to hide, it ceases to be a viable strategy. The moment AI audits become default, governments become accountable in ways they’ve never been before.
— Gaurav Sharma (@Gaurav1105) February 6, 2025
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