Conversation
![David Watson 🥑](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="96" height="96"><rect fill-opacity="0"/></svg>)
Post your reply
Meanwhile, we haven't seen inventory build up anything like this since the GFC. And outside that, nothing else in the last 40 years.
Read the full newsletter here: bloomberg.com/news/newslette
And today's episode here:
Quote
Joe Weisenthal
@TheStalwart
NEW ODD LOTS:
@tracyalloway and I talked to Morgan Stanley's Jim Egan about a stark divide in the American economy:
'Do you have a ZIRP-era mortgage or don't you?'
We're already seeing it show up in the data, with possible effects for years to come.
podcasts.apple.com/us/podcast/jim
Almost Daily Grant's is your exclusive pass to market trends. Sign up today.
![](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="800" height="800"><rect fill-opacity="0"/></svg>)
Hey can I ask, when I see these statistics, how do I decipher if they cite W2 vs take-home? Advice?
“Why is Robinhood up so much, why can’t everyone just pull themselves up by the bootstraps”
- boomers around the country
Me being a smooth-brained trader: "Housing prices need to come down"
Every NIMBY ever:
GIF
That is an incredible visualization.
It really paints a clear picture of current state.
Thanks for sharing this.
Saved.
$TSLA is up over 10% again
Yesterday morning, we tweeted about multiple $4M+ OTM call spikes on $TSLA. TSLA rose $12+ yesterday and $21+ more today.
Want to see trades like this? Try our 7 day free trial at: quantdata.us
Rate proposed Community Notes
Is it invalid to look at this as simply showing that mortgage payment as a % of income goes down over time?
I have friends that are selling or have sold a house recently where they had an amazing interest rate, and on the one hand, what are you gonna do? on the other hand, I'm totally shocked how many people don't seem to realize what they are giving up.
In theory your mortgage payment should always shrink as a percentage of your income if you buy/hold it during that part of your life when your income grows (25-45).
I've worked in data science for 10+ years. That is one of the most confusing charts I've ever seen.
Also, fascinated stats!
That chart says it all ZIRP-era homeowners are sitting on a golden ticket while new buyers face a completely different reality. It’s the most underappreciated driver of housing market stagnation right now.
This is an incredible chart.
Do we have any idea on what percentage of income renters generally pay?
Almost Daily Grant's is your exclusive pass to market trends. Sign up today.
Seems like it makes more sense to buy your house with cash these days than it used to.
The 2x Ether ETF (Ticker: ETHU) is a leveraged ether-linked ETF. ETHU seeks to benefit from increases in the price of Ether. Learn more about ETHU today. ETHU invests in ether futures and does not invest directly in spot ether.
The stocks we talk about early… usually run. As warned,
、
、
！！！<
wa.me/19453604610/?t>！！
Catch the next move！！！
wa.me/19453604610/?t>！！
Catch the next move！！！
This tracks. Had to buy out my ex wife and refinance in 2020 but now mortgage P&I is 13% of monthly base salary.
Show additional replies, including those that may contain offensive content
Discover more
Sourced from across X
For Americans who bought their homes pre-2020, their mortgages represent 8-12% of their income
Americans who bought a home in the last three years? 24-26%
Housing is incredibly broken
The Louvre closed for the day because it's staff is exhausted and overwhelmed by huge crowds. apnews.com/article/louvre
SBF was *not* one of the best traders at Jane Street. Not even close in fact.
Quote
yung macro 年轻的宏观
@apralky
SBF was one of the best traders at Jane Street
with a physics degree from MIT
and Stanford profs as parents
and yet his path to capital was grants from fellow EAs, which is where he ultimately ended up raising for his hedge fund (Alameda)
this is very notable x.com/apralky/status…
Wow
Fairly senior guy in the Trump administration (Chief of Staff, FCC)
Sure- Let’s make sure the next Elon Musk or Sergey Brin has to build their company somewhere else. What could go wrong?
These guys might actually be more anti-growth than the radical lefties
Quote
Gavin M. Wax
@GavinWax
Silicon Valley is a strategic national asset whose jobs should be legally reserved for U.S. citizens. It’s a matter of national security. This shouldn’t be controversial.