Macro Stonk Market Newz

annd we are outta here

$26 Billion in Corporate Bonds, IS ALL THEY DID to “STIMULATE” with the “money printing”

Where did the rest of the monies go though?

IF no one is gonna buy them bags, just another excuse for banks to tighten lending standards… but they already have been even with the “stimulizerz”

So harder to get LOANS for things like

  • Credit Cards
  • Mortgage Buying Houses
  • Business Loans

Ya but people are still buying houses like crazy.. They might be.. but its slowing down

Mortgage applications decreased for the second week in a row, with the overall index reaching its lowest level since February 2020

Tight housing inventory, obstacles to a faster rate of new construction, and rapidly rising home prices continue to hold back purchase activity. The government purchase index declined to its lowest level in over a year and has now decreased year-over-year for five straight weeks.

The FHA share of total applications increased to 9.6 percent from 9.1 percent the week prior. The VA share of total applications decreased to 10.9 percent from 11.2 percent the week prior. The USDA share of total applications remained unchanged from 0.4 percent the week prior.

Doesn’t look to bad zoomed out but for sure downward trend 1Year

11 year though..

20-30 year though..

This makes stuff ARTIFICIALLY CHEAP

10city home Price Recession

Housing Inventory

M3 Money USA SUPPLY Macro

Euro M3

Jobs

Heres the thing no one is talking about

But do people want serious jobs, like you know the ones that pay more moneeezz?

So do we short REIT Stonks?

$USRT

Inverse REIT ETFs

2x

3x

Short Mortgage/Bank Stocks??

HomeBuilders?

NAIL

OpenDoor? I mean their numbers have been horible right

What if you think stuffs going up bro?

if you are bullish there are sites like https://fundrise.com/ and https://www.equitymultiple.com/ that let you invest in private deals and private reits, way less liquid but some interesting strats

What If I dont Touch any real estate and just buy other stuff, then once stuff is like 55% off then buy some real estate?

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