Logan Mohtashami @LoganMohtashami
🇺🇸💪🏽📈🔥😤🫡 Lead Analyst @HousingWire Financial Truth On Housing Economics. All American Bears have failed since 1790. Press inquiries: [email protected] housingwire.com/author/logan-m… Irvine, CA Joined November 2010-
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Remember, the talk about massive national supply from construction. Completed units for sale 🤔 is only 89,000 and it never even got to 200K during the housing bubble crash years. Most inventory comes from existing homes 🫡
Remember, the talk about massive national supply from construction. Completed units for sale 🤔 is only 89,000 and it never even got to 200K during the housing bubble crash years. Most inventory comes from existing homes 🫡 https://t.co/mnpZMLtkKe
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Logan Mohtashami retweeted
Gross margin strength has been a key homebuilder earnings theme this quarter. Makes sense when you look at how homebuilders have been able to raise prices in most regions of the country at a pace that exceeds cost creep (chart below from our builder survey).
Remember, one constant truth, the cycle doesn't end until claims break; find your break-level Once we head towards a risky territory, these are your breadcrumbs, guiding you there. This way, you don't get caught in a bad recession call that requires double- and triple-down.
Remember, one constant truth, the cycle doesn't end until claims break; find your break-level Once we head towards a risky territory, these are your breadcrumbs, guiding you there. This way, you don't get caught in a bad recession call that requires double- and triple-down.
Lance Lambert @NewsLambert
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Bill McBride @calculatedrisk
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dudes… I have fucking copyrights… this is me you’re posting…
there are no intelligent investors
@LoganMohtashami Hey, that mountain looks familiar
@LoganMohtashami And in a world without mortgage rate lock-in. 😁
Surprised that USTs are reacting so strongly to weak PMIs.
Good morning from Scottsdale, where it's so sunny I can barely open my eyes. See you at @HousingWire 's The Gathering if you are here too. 🏡🌞
@LoganMohtashami @NewsLambert That’s a LOT of housing knowledge packed into one picture!
@LoganMohtashami @NewsLambert That’s a lot of housing right there
@LoganMohtashami @NewsLambert The Cincinnati Kid and the Beach Boy. Keep up the good work on the housing market!
@LoganMohtashami @NewsLambert Always great hair in Arizona. 🪮🤣
@LoganMohtashami @NewsLambert You guys need to get on a podcast!
@LoganMohtashami @NewsLambert Gotta come to Detroit for the draft tho 👀 time to play SuperBowl Roulette 🦁
@LoganMohtashami @NewsLambert You have the Joe Brrr hair though.
@LoganMohtashami You've been pounding this drum since the hikes began. You were right.
@LoganMohtashami @NewsLambert You and that hair. lol love ya Logan
@TheNFLanalyst @LoganMohtashami @NewsLambert 😂 it is something else
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