@jeremybarcelo @FOS I was joking about what 1.9 billion could buy. BTW. The new owners of the Kansas City country club plaza want $500 million from the city to fix it up after buying it for $175M.
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ulvy
1.1K posts
@jeremybarcelo @FOS the entire country club plaza was sold for $175 million 2 years ago
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Kansas City has approved up to $600 million in public funding for a new downtown stadium for the Royals.
The city council voted to advance the $1.9 billion ballpark project, putting the Royals in their strongest position yet to secure a finalized stadium deal.
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@wave3trades @Mr_Derivatives i wonder how much the insurance premiums will rise for future satellite?
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@Mr_Derivatives Yep I added more
Seems like this failure was already mostly priced in
Also helps that this wasn't $ASTS fault at all, the BB7 turned on and was working, insurance will also cover the loss
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$ASTS already bouncing nicely today. Doh. Missed my $69.69 entry by a couple bucks.
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@BradJayJohnson @BobEUnlimited I agree. Some sales pulled forward because of Covid zirp. homes may become less affordable for some but prices are going to go up. I think in about 12 months prices go up. Pretty good correlation of house prices and government debt ( devalued fiat takes more USD to buy same)
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Housing Market Stagnation
The combination of sales at cycle lows and far more sellers than buyers at current mortgage rates and price levels means residential housing will remain an economic drag for the foreseeable future.
bobeunlimited.substack.com/p/housing-mark…
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@mortgagetruth @GayBearRes plus foreclosures in the past tend to be at least 20% to 30% less than market price. But it will be interesting to see if the # of monthly foreclosures rise above historical averages.
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@GayBearRes This is normal. A healthy, functioning housing market is supposed to have distressed sales. It's supposed to have properties sit on the market. The past decade was not normal.
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Say a prayer for all the home sellers in Celina
Amy Nixon@texasrunnerDFW
After years and years of moratoriums, foreclosure auctions are in full swing again in North Texas Many require all cash bids, but if you’ve been waiting and saving, these auctions are opportunities we haven’t had in many years
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@Casrow1 @toiletkingcap my friends with million dollar 401ks live the fake markets and have no with them continu. 😆
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@toiletkingcap Operation iran war market manipulation. The markets have been fake for years. Just look at rev of mag 7 and tell me how some of them are 3t+ mkt caps. Its all fake and more akin to bananas republic than free and fair market
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lol it is absolutely blowing my mind that "the largest energy shock of all time" means nothing to the market. i understand it may not mean catastrophe if fixed quickly, but how in the world are indexes higher? please explain to me like im an absolute moron
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@LexsWorld @toiletkingcap Another example. A friend who is an insurance risk analyst and who will stop gambling in vegas one hour into a two day trip once he is up 20%. Also had a very risk adversive personality. But he is all in on stocks at 65 and is not worried.
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@toiletkingcap World indexes are high because money is becoming worthless. A company that's now $100/share after being at $20 five years ago is only that high because $100 isn't anything vs 5 years ago....and the problem keeps getting worse every month.
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@LexsWorld @toiletkingcap i think that is part of the story too. Plus i ask retirees if they are worried and taking money off the table and they are not. They have full faith in the Fed bailout if needed.
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@JeffW008 @GlobalMktObserv Over the next 10 years we will have even more mergers and buyouts and the number if public stocks will probably go from 3400 to 2500 but much more money will flow into the stock market via 401ks. This means even higher P/e ratios. 30 may be the new value metric ? lol
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@GlobalMktObserv Buffet indicator did not consider that today, much higher % of GDP is publicly traded, compared with that of 30, 40 years ago.
For example, 80% vs. 40% GDP is publicly traded, with the same average PE ratio, the Buffet indicator would double. I can prove this.
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🚨The US stock market has never been this OVERVALUED:
The Buffett Indicator, which measures total corporate equities relative to GDP, rose to 232.6%, the highest level in history.
This is well above the 2000 Dot-Com Bubble peak of 162.6% and the 2021 market frenzy high of 218.7%.
Since the Great Financial Crisis low, the ratio has risen +163.6 percentage points, or more than 3 times.
US equities are in uncharted territory.
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@CountryOTParty @Barchart You right but Houses are really not expensive, it just takes more devalued dollars to buy the same thing yoy . What is also happening is the income gap is widening . Thus fewer people can afford homes and will live in apartments. But housing won’t drop in price. IMHO
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@Barchart Just too expensive now. What the market will bear? This is what happens with the dynamics of spin and flash finally pushed the markets too far beyond what we are willing to pay. Look at the 10 year growth in value in any house out there, & then compare it to the rise of incomes
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@DannyDayan5 @FirstSquawk My property tax on a couple of my rental properties is up 20% this year. HOS is up 5%. I will be raising the rent when the leases renew. That sort of seems inflationary too.
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MICROSOFT HIKES SURFACE PRICES SIGNIFICANTLY AMID MEMORY SHORTAGE
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@vidsurvdude @QuantumAlteredX What is interesting is this wave of planned DCs are mostly being financed or owned by small and mid sized cities. The DC operators lease the Datacenter and then the lu lease the computer to MAG7.
One city near me is floating a 150 B in bonds and will own the datacenter.
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I've been preaching the reason why for mos, I'm in the industry.
The private equity pyramid scheme is just about sucked dry.
We've already overbuilt for AI.
We're moving into quantum builds which these large 1 story builds will be able to deliver the power and space needed for the size of the dilution refrigerator and actual quantum machines.
Only 2% of dc builds that are actually approved are moving earth.
Gas turbines and transformers have a 6-16 month lead time.
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We deserve a valid reason why there needs to be so many, why they need to be so big, and gobble up so many resources. Has anyone even asked
Jordan@HyperAICapital
🚨 DATA CENTERS UNDER CONSTRUCTION IN THE U.S. (AS OF FEB 2026) 1. Texas — 135 2. Virginia — 134 3. Georgia — 51 4. Ohio — 45 5. Arizona — 35 6. Nevada — 29 7. Indiana — 21 8. Mississippi — 21 9. Illinois — 20 10. Iowa — 16 11. Oregon — 12 12. South Carolina — 12 13. Wisconsin — 11 14. Maryland — 11 15. North Carolina — 11 16. Pennsylvania — 10 17. Utah — 10 18. Missouri — 9 19. Wyoming — 7 20. Alabama — 7 21. New York — 7 22. Tennessee — 7 23. Florida — 6 Texas and Virginia are still dominating the AI infrastructure buildout.
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@AConcernedPare2 Guess what. House prices are only going to go up more. Gov debt will be over 70 trillion in 10 years . That means house prices will rise 30% to 50% . This is a global phenomenon. House prices are rising almost everywhere as all currencies are debasing.
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This house is near a nice elementary school in my area.
In 1974, on a $12k teacher's salary, this home could easily be purchased for $18,700.
In 2026, teachers make $55k. They can't afford a $485k house.
Why don't boomers understand how bad it is out there?!
Lee in Iowa@Lee_in_Iowa
Boomer here. I bought my first house after ten years of saving like crazy. And the interest was 14.5%. I don’t know where kids got the idea that they were due a house and new car at college graduation, but that’s NOT how it ever was.
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@AConcernedPare2 The good news is when measuring affordability by median house price divided by family income. the U.S. is the 4 th most affordable out of the top 100 countries. here is the ratio by state.
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@UnredactedAlpha @PeterMallouk Chart of housing overlaid with US Government debt. Trending sideways but will catch up to US debt. What you see is currency devalued. It just takes more to buy the same thing.
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@UnredactedAlpha @PeterMallouk we are probably getting close to move out of stocks back into real estate as real estate may have its turn to rip again
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Me: buys a house in 2020
Fed: prints $8 trillion more dollars
Also me: “I’m a real estate genius”
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@DannyDayan5 CBO projects at the beginning of 2036, Gov Debt will be $63 trillion. I looked back at each 10 year projection starting in year 1990, 2000, 2010. They always under estimate by 10%. So we really will be over $70 trillion.
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Financial system liquidity is up ~300BN YTD, and money supply grew at a 11% annualized rate last month.
Some deflation we got there!
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@mikeharrisNY @DannyDayan5 It depends on the currency. Gold has been a wonderful hedge if you lived in Argentina, Russia, Mexico, Japan, and several other countries who currencies were devalued. Not many investments go from $7k to $6.5 Million in 12 years. 1 oz 25k gold did in Argentina
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@DannyDayan5 Gold was never a hedge for anything.
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I have been surprised by Gold's poor hedging properties in this conflict.
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