Gay Bear Research, LLC @GayBearRes
Not gay, not a bear, just a gay bear. Not financial or investment advice. Manage your own risk. I don’t contact X users for financial opportunities. Joined March 2023-
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Some useful perspective and context for the campus stuff today
This lady is providing comedy gold! How did I not know about her earlier?
New thought: How much of the student protests is tied to this?
New thought: How much of the student protests is tied to this? https://t.co/TXOsp4x3dR
@MrAwsumb Isn’t this interesting?
Someone asked me a good question (that seemed obvious to me) "Why are housing prices are dropping ?" My response: • Higher interest rates • Cooling consumer demand (for most, but probably not the top 1%) • Growing new construction inventory • Dwindling consumer savings •…
Someone asked me a good question (that seemed obvious to me) "Why are housing prices are dropping ?" My response: • Higher interest rates • Cooling consumer demand (for most, but probably not the top 1%) • Growing new construction inventory • Dwindling consumer savings •…
@GayBearRes That’s my quant
@GayBearRes Correct I don't believe they are. Granted, that chart only applies to new homes. So perhaps used is a greater share
@GayBearRes Won’t name my company but we have been handing out a lot of PIPs.
Bookmarked
I wish I could say “well there’s some nuance missing”, but…yeah Google looks like an absolute shit show
Sometimes people you like come up with hilariously bad takes
so in summary: Paramount fired its CEO, then hosted an earnings call for only 9 minutes, refused to take any questions, and played the mission impossible song on a loop
HBD predicted this
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14K Followers 5K Following Twitter Twitter Twitter Beware of false prophets & profits! Not Investment Advice Proudly Blocked By Jim Cramer Refuse to worship Silicon Valley oligarchs@GayBearRes Sellers are your enemy when buying a home. Trust no one. Verify everything they say.
@GayBearRes I’m not a housing doomer. I think at most we’ll have a respectable correction. That said, real estate moves slow. People who are like, “housing only goes up 10% every year lol, where’s the crash doomer?” fail to realize it will be a slow grind for prices to go down. They will.
@TrishaFLsun They allowing twin homes (duplexes) on R-1 areas over there?
@GayBearRes very easily could be a lot of them are leaving and don’t have jobs currently. lots of angst and srri’s in the crowd
@GayBearRes You’re going to have fun with that one
@GayBearRes Nothing scares me more than a company that is deemed “too big to fail”. But when you have seven of them, affecting the entire market…
@TraceyRyniec @his_eminence_j @GayBearRes You just argued that inventory will go up but it won’t affect prices and now no one is moving for 20 years. This is wild.
@GayBearRes Are you reading this thread between me and her right now? The housing market is apparently bullet proof because the geriatric baby boomers have a lot of cash lmao
@TraceyRyniec @his_eminence_j @GayBearRes If you think the future of the housing market is on solid footing because of baby boomers, there really is no reason for us to debate anything.
@residentialrich @GayBearRes Warped view. House is worth X (cost of construction + intangibles like area etc) This value can be +/- by supply and demand. The supply outstrips demand, so it is a downward pressure. Listing for Y (high demand price/what i need) is entitled brat behaviour.
@GayBearRes These kids are communists. No chance.
@MrAwsumb @GayBearRes I would be remiss not to mention that although the “investors” show up with a high % as cash….quite a few of these transactions are backed by hard money or similar lenders. So there is debt….it just doesn’t show in a traditional closing.
@RMSGarey @GayBearRes Right there with you my friend x.com/mrawsumb/statu…
@GayBearRes I have to double check the NAR data. One potential issue with it though is the rise of "cash purchases" that are actually financed.
@TraceyRyniec @his_eminence_j @GayBearRes That’s an absurd statement to make