EdO'Donnell FLUSAcom

Those trying to dump property on you in the metaverse; are personally trying to buy property in Palm Beach or Miami Beach, Florida

@DickieV You are going to look great at 100!

OMG I am blown away by the love & prayers that I am receiving - 🙏🙏🙏 that the inmunetherapy treatments will be successful . CANCER is a MONSTER !I will battle hard - THINK POSITIVE & HAVE FAITH ! share.google/gLUoXCPhN5zQe0…

@TMainolfiWESH Yes, but may head to Melbourne to watch.

Are you in town for Artemis?

@_The_Prophet__ Usually looking the other direction

⚡️Doesn’t it always look like this?

@morgan_downey Landman tells us the sweetspot for oil is like $70 to $90 per barrel...so there is that

@KobeissiLetter I am seeing new commercial bankruptcies daily, mostly auction sale situations.

BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices jumped +103 basis points in January, to a record 12.3%. This surpasses the post-2008 Financial Crisis peak by 1.6 percentage points. The CMBS delinquency rate has soared +600% over the last 3 years. Meanwhile, the delinquency rate for multifamily CMBS rose +30 basis points, to 6.9%, the 3rd-highest since December 2015. The overall US CMBS delinquency rate increased +17 basis points, to 7.5%, the highest in at least 5 years. The commercial real estate crisis is in full swing.

@stoolpresidente @grok did the potentially inconsiderate Tom Brady really say this? If he says this, is he ain't us?

This is for Patriots fans eyes only. I don’t want to leave anything unsaid before the Super Bowl. So I’m just gonna say this and move on. I think it’s bullshit Tom Brady said he has no dog in the fight for the Super Bowl. It’s pretty obvious he doesn’t give a shit about us anymore so maybe we shouldn’t care about him either. Maybe it was just professional and that’s fine.

@jonbrooks Agreed, real estate is a major pain in the ass. If you don't live in it, all the more so. Had one tiny lot and people threw tires on it all the time. Guess who the county went after?

Anyone who says owning real estate is “passive income” has never actually owned real estate.

@mcuban Most important thing about calls is that they are distributed equally and consistently among the different teams.

JKidd also nailed it on the refs. Particularly how they are officiating Coop. It’s insane. When every touch was a foul , last month, he didn’t get any calls. Then the crew chiefs made the decision there should be more physicality, changing how they call the games mid-season, like they did a couple years ago , so that not only only does Coop still not get any calls, he gets HAMMERED more often. We turn video in to the nba and get the same shit back that I got for years. It’s still a joke how it’s managed. No one knows what to expect or what a foul is. That’s on management in the officiating group for letting it happen We need help from Mavs Nation. When you see an obvious no-call on a drive, post it here there and everywhere and tag @OfficialNBARefs Maybe we can get them to pay attention

@jonbrooks There are lots of dues to pay for no reason if you have no transactions.

71.1% of real estate agents did not sell a SINGLE home in 2025

@0xReaperMadness @nickgerli1 I personally wouldn't wish for this in the future either. But what if a builder has 20 spec homes, market crashes, and their only option is bankruptcy? A corporation could could potentially buy all the inventory bulk and allow the builder to continue to survive.

@FLUSAcom @nickgerli1 I didn't wish for this during the GFC so why would I wish for it in the future?

Do you think corporations should be banned from buying houses?

@KobeissiLetter @grok what is the inverse trade for this?

This is unprecedented: The New York Fed’s corporate bond market high-yield distress index is down to 0.06 points, an all-time low. This index measures stress levels in the junk bond market, including liquidity, market functionality, and how easily companies can borrow. A reading this low signals extremely healthy borrowing conditions for high-yield issuers. By comparison, the index was above 0.60 during the 2020 pandemic and near 0.80 during the 2008 Financial Crisis. As a result, the high-yield corporate bond ETF, $HYG, has rallied for its 3rd-consecutive year and returned +9% in 2025. The US corporate bond market is healthier than ever.

@tokenwon @nickgerli1 "We"..in general, I suppose is the US wanting an eventual floor to be established to keep prices from completely tanking into the abyss. I remember so many people being completely wiped out and losing everything they had. That's not a good thing.

@FLUSAcom @nickgerli1 Who is "We"?

@Jason Wouldn't 2x better conceivably save lives?

There’s far too much pressure on the self-driving car companies by stock promoters at the moment. These firms should all slow down and take their time… we have to make sure the technology is not just better than humans, but 100x better than humans.

@KobeissiLetter 1950's was mostly one income, now mostly two

The reality is that we have a housing affordability crisis in the US. Home price to income ratios recently broke above 4.5x, the highest levels since the 1950s. Homeownership in the US has become a luxury. Follow us @KobeissiLetter for real time analysis as this develops.

Trump is going after the US housing market: President Trump just announced he is BANNING single-family home purchases by institutional investors. Within minutes, Blackstone's stock erased as much as -$17 BILLION today. What happens next? Let us explain. (a thread)

@BrandonKravitz @Dan_Savage Please have someone tell Paolo that is how he can make 3's.

Great stat from @Dan_Savage in the Magic game preview: Banchero's teammates are shooting 47.3 percent from 3-point range when he kicks the ball out to them this season. That ranks No. 1 in the NBA among the 88 players who have dished out 50-plus kickout passes leading directly to 3-point attempts.

@tropicalupdate Rain gear for the Buc's game?

What's cooking tomorrow Saturday here. Basic idea of estimated radar throughout the day into overnight. Some storms possible to watch.

Please I am so PROUD that my Gala team @MKenealyEvents has raised thus far $105 Million dollars for Pediatric Research. but obviously no where is it enough . If YOU can PLEASE DONATE At dickvitale.comall $$$ goes to @TheVFoundation for pediatric cancer research. @ESPNPR @KevinNegandhi

@nickgerli1 Sure, transactions crashed because of 7 to 8 % rates and the lock-in effect, but inventory crashed even more, so prices kept climbing a lot nationally over those two years.

@FLUSAcom Home sales are literally at their lowest level on record. And are down 40% from pandemic peak. Definitely a collapse.

Lots of discussion right now about if we're entering a recession, and the recent bad jobs report. But remember - the housing market called this three years ago. Home sales collapsed in 2022/23 and have not recovered. The three other times we saw an extended period of home sale declines like this (early 1980s, late 1980s, mid-2000s), there was a labor market recession thereafter, where employment growth contracted (within the 2nd to 4th year after the initial decline in sales). Thus far, we have still avoided the labor market recession in this cycle, and we're about to go into Year 5 of declining or flat sales in housing. This cycle has operated a bit different - normally, we would have expected the labor market recession to have fully hit by now. But it hasn't - likely due to labor hoarding after the pandemic, the AI boom, and aggressive government deficit spending. However, things seem to be rolling over. And the continued poor homebuyer demand environment historically suggests that an employment contraction/labor market recession is coming. Something we're starting to see the early evidence of now with the ADP negative payrolls report in November. While it's hard to predict exactly where the economy will go in 2026, lower interest rates with more job losses seems like a good bet.