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Why would regions with no employee growth (loss actually), places w/ outright depopulation, places with growing net housing units (ATH housing units per capita) appreciate as much and even more than places w/ high population, high jobs, high housing unit growth?!? What would both…
Why would regions with no employee growth (loss actually), places w/ outright depopulation, places with growing net housing units (ATH housing units per capita) appreciate as much and even more than places w/ high population, high jobs, high housing unit growth?!? What would both… https://t.co/ETblnFJV6p
Change in Employees by Census Region, since YE 2019: South +2.4 million West +0.1 million Northeast -0.3 million Midwest -0.1 million Guess how many net new housing units, since YE 2019, per Census Region? South +3.3 million West +1.5 million Northeast +0.7 million Midwest +0.5…
Blue line=Quarterly change in non-farm Employees (million) Orange line=Quarterly change in 15 to 64yr/old US population (million) Guess what happens (every time) when the blue line (employment) consistently grows faster than the orange line (working age population) for an…
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Paulo Macro @PauloMacro
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Kuppy @hkuppy
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706 Followers 4K Following Oriented toward the transcendent pole of human aspiration. Be attentive, intelligent, reasonable & responsible. Moral epistemology. I/thou/ours
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48 Followers 1K Following My Thoughts and interests. Retweets certainly are not endorsements. -Absence of evidence is not evidence of absence-
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ThePrudentOD @PrudentOD
308 Followers 342 Following "He knows change isn't permanent, but change is."
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Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Michael Kao @UrbanKaoboy
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260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Amy Nixon @texasrunnerDFW
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Randy Woodward @TheBondFreak
46K Followers 2K Following Bonds 30+ years. Bloomberg '88 to '95. https://t.co/3mQ4mVRjga
Special Situations �.. @SpecialSitsNews
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Darth Powell 🦈🇺.. @GRomePow
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55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
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61K Followers 8K Following Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien Tweets ≠ investment advice
jim iuorio @jimiuorio
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Bill @wabuffo
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Demographics Now & Th.. @Aaronal16
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I thought everyone said the only way to increase the number of homes for sale was to build more homes - supply, supply, supply. But now it looks like increasing taxes a bit on landlords could have an immediate and large impact on the number of homes for sale in Canada.
@TraceyRyniec @Econimica How do THESE immigrants afford the most expensive housing in U.S. history?
@Econimica Thanks! It is amazing how "old" the NE & MW are getting. Maybe when demographics turn in about a decade we see geographic weakness in home pricing in those regions first. Definitely worth watching.
@Econimica @GameofTrades_ Like the chart. That is a valid point on HH formations. Perhaps shows up first in multi-family housing arena.
America's housing "shortage" will never be resolved as long as the perverse incentives for financialization and hoarding remain in place. The U.S. will need better housing policies to truly address the issues around affordability and inventory availability.
@Econimica @SteveRattner @washingtonpost @crampell Now look at the working age population of each state. Most of the country is aging
@dfwaaronlayman @Econimica Don’t stop there….it’s a use problem…because housing is being used as a means to try and partially offset the devaluation of USD purchasing power. The narrative is shortage…reality is that money supply is debasing the currency. A page from Chile, Venezuela, & Argentina.
@Econimica As I have said many times... It's not a housing "shortage" problem. It's a housing use problem.
@Econimica The herd had bit the bait... that's what happened.
This how I feel when I put a tweet out there and it gets one like from a onlyfans bot
Longtime readers know I've been addressing housing issues from the start of the blog in 2005. /1
Can you believe these dirty fucks called 100% depreciation on private jets "tax relief for american families and workers act of 2024"
The government can't agree on anything.....other than billionaires writing off their private jet in a single year. They'll rush that through with a VAST majority win overnight.
X Sentiment check… still near “euphoria”… interesting Dow candle, tech shakiness, large layoffs, and more… More in the weekly report, you know where to find me.
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