Housing
+3
Jan 10, 2026
•
10 min read
Blackstone Just Got Kicked Out
Banning the whales deletes 20% of the market. Here is the new reality.
Housing
+2
Dec 27, 2025
•
9 min read
The 4% Wall Just Stopped The Market Cold
Plus: The 100-month car loan, office defaults, and the $1k insurance shock.
Housing
+4
Nov 14, 2025
•
7 min read
Stretching Debt Won’t Fix Housing. But It Might Buy You a Ticket In.
Investors win when they see the pattern early — housing’s freeze isn’t about rates anymore.
Housing
+3
Nov 7, 2025
•
7 min read
What Happens When No One Moves, Lends, or Buys?
The economy’s moving on paper—but not in real life. Liquidity’s up, deals are dead, and patience is running out.
Housing
+3
Oct 31, 2025
•
7 min read
When Safe Havens Crack, What Comes Next?
The quiet squeeze is here: record debt costs, frozen inventory, and “safe” assets wobbling.
Housing
+3
Oct 24, 2025
•
8 min read
The Fed’s about to move... without the numbers?
This week’s real risk: policy by vibes, not numbers.
Housing
+3
Oct 17, 2025
•
7 min read
What Gold Just Told Us About Housing.
Gold soars, builders fold, and Powell shrugs. Welcome to the quiet panic phase.
Housing
+4
Oct 10, 2025
•
8 min read
Rates Fell. So Why Isn’t Anyone Buying?
Mortgage rates drop, refis surge 80%, but home sales still sink. Here’s what that really means.
Housing
+4
Oct 3, 2025
•
6 min read
Why a Shutdown Didn’t Scare Markets
Markets shrugged off shutdown drama—real danger is frozen credit, not frozen Congress.
Policy
+1
Sep 19, 2025
•
6 min read
Fed Cuts 0.25%—But It Smells Like Panic
A quarter-point cut, $2T deficit, and office defaults above 2008—what it really means.
