Rev Cap @rev__cap_
Cyclicals Investor. A lot on Housing, Fed Policy, and the Business Cycle Joined October 2023-
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we are not a serious country
Me: “I wonder how journalists feel about the current market” Journalists:
President Biden claims that wealthier Americans pay lower tax rates than middle class families. Fact check: False 👇
yep - a record high US household net worth. So much for excess savings are gone...
yep - a record high US household net worth. So much for excess savings are gone... https://t.co/ql6XfHBLVR
It is nearly impossible for the average American to buy a home today. Housing affordability is a national crisis. Here are 48 charts from @NewsLambert that explain the US housing market. There are some INSANE charts here. See Charts: resiclubanalytics.com/c/48-charts-ex…
@rev_cap Cost savings w AI will be invested and create employment elsewhere. Has been the case with every productivity enhancing tech in history
So you loyal followers going back a few years know when I said we are speaking Portuguese and don’t realize it yet, you get it.
Same premise as in 2020 recessions don’t have major price crashes unless credit breaks first
Same premise as in 2020 recessions don’t have major price crashes unless credit breaks first https://t.co/xUsLVQ1amD
There are weird things happening with shelter inflation. In January, growth of Owner's Equivalent Rent (OER) exceeded CPI Rent by .2% (MOM). This is the largest gap - by far - since 1995 (when the BLS changed how it calculated OER). Reminder that shelter = +40% of Core CPI
The blue line is how people think economic cycles work, and then the red line just comes along and steamrolls that view. #FiscalDominance
I'm done with @Google. I know many good individuals working there, but as a company they've irrevocably lost my trust. I'm "moving out". Here's why: I've been reading Google's Gemini damage control posts. I think they're simply not telling the truth. For one, their text-only…
I'm done with @Google. I know many good individuals working there, but as a company they've irrevocably lost my trust. I'm "moving out". Here's why: I've been reading Google's Gemini damage control posts. I think they're simply not telling the truth. For one, their text-only…
South Korea semis export rose the most since 2017 Call it a bubble but fundamentals are really strong
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low on fiat @templarhousecap
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