Jim Bianco @bianucoresearch
@biancoresearch Macro investment research at https://t.co/BkYUjkrYRr Our total return index is at https://t.co/N5gx1RyZ6m The ETF WTBN tracks our Index. biancoresearch. biancoresearch.com Chicago, IL Joined July 2015-
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8/8 The problem is a shortage of homes, not mortgage rates. If the Fed cuts rates, and ASSUMING the mortgage rate follows, this does not solve the shortage problem. It simply allows homeowners to hike prices further, thereby burdening homebuyers and worsening affordability.
7/8 The result of the two charts above is that 20.45 million households have been formed since the end of the Great Recession (June 2009). However, only 18.54 million new homes have been built over the same period. About 2 million less than is needed.
The inconsistent thinking about housing is evident in the replies to thsi thread. The fix to the affordability problem is lower home prices. This reduces monthly payments, allowing more people to afford a home. We want this! I would suggest that those who are fretting about…
1/8 In this post about rising inflation, some replies suggest that housing prices are falling, which will help hold down inflation. The problem is that most metrics are saying home prices are booming to all-time highs. This is why we have an "affordability" crisis. 🧵
1/8 In this post about rising inflation, some replies suggest that housing prices are falling, which will help hold down inflation. The problem is that most metrics are saying home prices are booming to all-time highs. This is why we have an "affordability" crisis. 🧵
6/6 COVID was the biggest economic event of our lifetime. It was bigger than the 2008 financial crisis, 9/11, the Iraq-Kuwait War, and even the Great Inflation of the 1970s and 1980s. It marked the end of the era of low inflation and zero to negative real interest rates.
1/2 Over the last 50 years of gold trading (gray lines), 2025 (blue) has only seen one better year, 1979 (green).
2/2 As far as the top 5 stocks go, they are currently 29.21% of the S&P 500 (right label), the largest weighting for these stocks in at least 60 years.
1/2 The Mag 7 stocks are now 34.91% of the S&P 500, a new record concentration level.
The stock market disagrees
The stock market disagrees
Cullen is correct in that Miran laid out an understandable argument for lowering rates. And it is because of the detail he gave that he CAN BE criticized. And, yes, I, too, have issues with his argument. BUt before we get to that, let's give him props the for the detail and…
Cullen is correct in that Miran laid out an understandable argument for lowering rates. And it is because of the detail he gave that he CAN BE criticized. And, yes, I, too, have issues with his argument. BUt before we get to that, let's give him props the for the detail and…
Goolsbee says the Fed has to get inflation to 2%. PERIOD But the inflation rate now is well above 2% and it’s trending higher So how does cutting rates 100 to 125 basis points lower the inflation rate to a target (2%) it hasn’t been to in an almost 6 years? —- Bloomberg…
Anna is correct below when she says: "I have not seen a meeting with so much contradictions." --- This meeting was a mess. See the labels in the dot plot below. One member of the FOMC thinks the Fed is going to HIKE rates this year. One (Stephen Miran) thinks it is going to cut…
Anna is correct below when she says: "I have not seen a meeting with so much contradictions." --- This meeting was a mess. See the labels in the dot plot below. One member of the FOMC thinks the Fed is going to HIKE rates this year. One (Stephen Miran) thinks it is going to cut… https://t.co/qPlJGL57ln
This story, like so many, praises Chairman Powell for having a near unanimous vote. This is the single biggest problem with the Federal Reserve. The groupthink and the rigging of the vote to make it look like they’re all on the same page just hurts the Fed’s credibility.
This story, like so many, praises Chairman Powell for having a near unanimous vote. This is the single biggest problem with the Federal Reserve. The groupthink and the rigging of the vote to make it look like they’re all on the same page just hurts the Fed’s credibility.
Why didn’t she lay this out on day one of the first accusation and this would have gone away. Instead she call two mortgages signed as a primary residence a “clerical error.”
Why didn’t she lay this out on day one of the first accusation and this would have gone away. Instead she call two mortgages signed as a primary residence a “clerical error.”
1/6 Recessions and financial crises can have a profound and lasting impact on an economy for years to come. We had both in 2020. This changed the economy. Change does not mean worse or dystopian. It means different. This economy differs from 2019 (pre-COVID). 🧵
1/6 Recessions and financial crises can have a profound and lasting impact on an economy for years to come. We had both in 2020. This changed the economy. Change does not mean worse or dystopian. It means different. This economy differs from 2019 (pre-COVID). 🧵
**BESSENT SAYS TRUMP MAY DECLARE A NATIONAL HOUSING EMERGENCY THIS FALL TO ADDRESS SOARING PRICES AND SHRINKING SUPPLY —- Your soaring house prices is a national emergency, and the US government will be mobilized to make it go down. Explained in this thread.
National Guard???
National Guard and ICE being deployed to Chicago is my guess. (52 people shot over the Labor Day weekend)
National Guard and ICE being deployed to Chicago is my guess. (52 people shot over the Labor Day weekend)
Aethereal AI Nexus @AetherealAINex
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guidoamm @guidoamm2
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फ्रीडम �... @Truth10100
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