Ted Gomez

@rektfencer $fnma

EVERY SAFE HAVEN JUST FAILED BTC. GOLD. STOCKS. OIL. FIAT. THE WHOLE FINANCIAL SYSTEM IS BREAKING. WHERE DOES CAPITAL GO NOW?

@brewmarkets @fintwit We’ll see sub 20k this year?

The Dow Jones has officially entered correction territory.

@stelzner_n1150 Short housing then. Let’s see the positions.

I think the housing market will depreciate 40% in the next four years. The housing market correction will affect markets differently. Here is what I forecast for individual cities. LA - down 10% Seattle - down 8% Bay Area - down 7% Las Vegas - down 60% Phoenix - down 45% Denver - down 30% Dallas - down 40% Austin - down 50% Kansas City - down 10% Twin Cities - down 12% Chicago - down 15% Detroit - down 20% Cleveland - down 10% New York City - down 8% Boston - down 5% DMV - down 10% Nashville - down 25% Atlanta - down 20% Charlotte - down 15% Tampa - down 60% Jacksonville - down 65% Miami - down 20% The snowbird and transient cities are going to get hit the hardest in the housing correction. The coastal and flyover areas will be the most stable.

@bdinvestingg Never invest in a bank that’s not a GSIB!

Mark my words. These 5 stocks will create millionaires by 2028: $SOFI at $16 - Digital bank crossing $1B quarterly revenue. CEO just bought $1.5M in shares. $HOOD at $70 - $4.5B revenue. 52% YoY growth. 750K international customers and scaling. $IREN at $33 - $9.7B Microsoft contract. 4.5 GW data center pipeline. BTC-to-AI pivot. $ASTS at $80 -$1.2B backlog. 3B potential subscribers. Verizon, AT&T, STC deals.. 60 satellites by year-end. Path to $1B revenue by 2027 $SYM at $50 - AI-powered robotics disrupting a $100B+ warehouse industry $22.3B backlog. Walmart, Medline, Albertsons deals Most of these are down 30-50% from their highs. Bookmark this. Come back in 2028.

@nickgerli1 They’re building smaller homes that are less expensive.

Lennar, America's 2nd largest builder, has cut prices 24% from peak. Their price on new deliveries hit $491k in 2022. But they've cut by over $110k since then, through price reductions and mortgage buydowns. The result is a $374k net price in 2026, down -8% YoY and -24% from peak. This is the cheapest we've seen in a decade, even lower than the pre-pandemic norms. This is actually great news for homebuyers. Housing deflation is setting in, and Lennar is leading the charge for builders in returning affordability to buyers.

@hamptonism This is one of the best times to buy a home in modern history

Buying a house right now is certifiably insane.

@his_eminence_j What is your thesis?

I've told you all until I was blue in the face: House prices are most definitely going to correct. Significantly.

@HorsemanCountry @usnavycmdr @BrnovichMel Thank you for the context horseman. Appreciate you.

@doyerfan55 @usnavycmdr @BrnovichMel Longtime shareholder here and very familiar with the players in our Fannie/Freddie saga. It's legit. Ackman follows Navy and reposts him frequently. Being that they follow each other, they have DM capabilities. Navy's not going to put anything bogus out there. He's a real one.

Fannie and Freddie Shares Tank as Doubt Swirls About Trump Plans March 18, 2026 news.bloomberglaw.com/banking-law/fa…

@StealthQE4 1. Oakland is a shithole 2. Prices ain’t dropping with lower rates, lol

Looks about right on target. Don’t expect this drop to slow anytime soon.

@jonbrooks You don’t understand the mean LOL

We are living through one of the largest artificially inflated real estate bubbles in history. Not driven by fundamentals. Driven by policy, leverage, and stimulus. Mean reversion isn’t optional. It’s coming.

Boom. Home prices🚀🚀

@VladTheInflator No. Mortgage rates will dip and home prices will skyrocket.

Is that bad?

@HorsemanCountry Yep! I doubt he pulls it off though. I don’t see him as a deal maker.

@doyerfan55 And all would be forgiven!🤣

$FNMA $FMCC Well done, @pulte! Speaking of easing, an uplist to the NYSE would ease some massive bleeding for Fannie Mae & Freddie Mac shareholders. We're hemorrhaging…but you could be our Moses and deliver us from the bondage of pink sheet prison! Whadaya say?

@jonbrooks @jasonjosephlee Move to CA John. It’s white hot here. More busy than 2021.

@jasonjosephlee Yep. Widespread. Even RE investors, flippers, etc are just depressed. And it hasn’t even started yet

People in real estate are dropping like flies right now So many brokers are starving So many syndicators hanging up their cleats So many service providers are begging for work

@jasonjosephlee lol, RE is white hot here in CA. Everyone broker I’ve spoken too has to much business.

@jonbrooks lol that was 2022. RE is white hot here in SoCal. Not shocked ghetto markets like TX and FL are struggling

As the housing market starts to correct and prices come down, there will be fantastic opportunities to pick up real estate prices from distressed sellers at discounted prices... However, it takes YEARS for the market to correct, this is not going to happen overnight. Revisit this in 2-3 years.

@Card_Curiosity LOL to the dumb fuck that buys that’s

Shohei red ink up on eBay!!!

@ArashMarkazi @DodgersRuindMe @LevyRestaurants Ghetto

Some food highlight for Opening Day at Dodger Stadium: - Loco Moco Bowl - Cochinita Pibil Bone Marrow Tacos - Char Siu Pork Loaded Fries - Watermelon Habanero Margarita Credit to @levyrestaurants for the photos.

@BrittanyinTexas Sad to see mental illness in a hot chick. They’re typically very ugly.

Go girl! Wear that hat proudly! 🙌

@jonbrooks I wish I had a Time Machine to go back and buy at those prices

Reminder: In bubble-heavy Sun Belt markets, homes were underwater for a decade+ after the GFC. Phoenix • Prices peaked in 2006 • Didn’t regain nominal highs until ~2017 → ~11 years underwater Las Vegas • One of the worst housing crashes ever • Nominal recovery took ~10–11 years • Inflation-adjusted? Even longer Florida • Prices peaked 2006–07 • Bottomed 2011–12 • Many markets didn’t regain nominal highs until 2016–18 In real terms, parts of the Sun Belt spent ~10–14 years underwater. “Housing always bounces back quickly” is a myth.