MR Net Arc

The era of corporate investment in the U.S. Housing Market is ending - potentially forever. And not just because of the investor bans. But because of the relationship of interest rates to Cap Rates, otherwise known as investor returns. From 2008-2022, investors piled into the housing market because the Fed artificially suppressed long-term interest rates through QE/ZIRP below cap rates. For the first time in U.S. history, there was a positive "spread" to buying and operating residential rentals compared to buying government bonds. This naturally caused a flood of capital into the housing market for the purposes of buying houses from institutional investors. And Wall Street jumped in, buying up 100,000s of houses. But now the incentives have changed. As of 2022-23, the Fed stopped printing money, interest rates are no longer zero, and as a result, Cap Rates and bond yields are roughly the same. Meaning: it's just as profitable for you to sit on your computer and buy a U.S. government bond from Treasury Direct as it is to buy a house and rent it out. As a result, corporate investor demand has plummeted, even before the proposed bans. And it might not ever come back.

@BankUnlimited 🙏

Won’t repost a mangled picture of an airplane because I know what the family of those pilots is feeling. Won’t be backseat quarterbacking either. We do an incredible job keeping everyone safe everyday. So good, that when there’s a deviation from it, it’s felt around the world

P.S. The end of dollar dominance is not a theory anymore. It is happening in real time. Watch the full breakdown here: youtu.be/2hrRnQeEEB8?si…

@BankUnlimited "Capitalism" 🙂

Sigh

and so it starts.... expect more of this

@BankUnlimited @TradingThomas3

War back on 💀

@BankUnlimited @whhatisachoice @taobanker Do he not understand their military structure? This has to be theatre.

@whhatisachoice @taobanker 😂

mr president??

@BankUnlimited @whhatisachoice @taobanker not

@BankUnlimited @unusual_whales He's operating sir. PR, he's good at it though.

@unusual_whales Based

Anthropic CEO: “Disagreeing with the government is the most American thing in the world.”

@BankUnlimited @SpecialSitsNews What do they save in though?

@SpecialSitsNews Meaningless.

The reason why Iran is letting Japan use the Strait of Hormuz is because it has agreed to pay for the oil in yuan, diminishing the strength of the petrodollar and the US as a reserve currency. Iran is negotiating the same deal with 8 other countries... $USO $UCO $BNO $XLE

@BankUnlimited 👀 In the US? that means most countries then. What do you think happens to the yield curve? I thought they controlled the curve!

@BrianRoemmele China seems to be ahead in this. The west seems threatened and paralized outside of SV. In Canada where I'm located it's dark and stuck in the old world.

The Dynamic Duo is not a job-killer; it is an opportunity multiplier. The fusion of mobility and humanoid dexterity redefines economic possibility. Flexibility and confidence are required. Adapt skills to emerging needs without clinging to outdated roles. Capitalize on first-mover advantage. Start small, dream vast, and bootstrap empires. We will build new work where no work existed. It is more of a new work maker than a human labor replacer.

DeepMMT does it again. Incredible forecast, calling this selloff 6 months out. The question now is, how far does the selling go, and when is it safe to get long again. The answer of course is to keep following the flows!

@OptionsSly @JamieAsks Do you have recommendations for education based on your knowledge set?

@JamieAsks My unsolicited advice- avoid RE, you pay a 10% vig every time you buy and sell (attorney, realtor, etc) From what I’ve seen you seem to understand basics of first principles, so go trade in a market w/least amount of friction+decent leverage Simpler than you think

Officially ($$ in bank) liquidated property that I never thought we would sell….EVER…not at 2.1% rate So for anyone asking what my current outlook is for years 26-27 Does this answer the question! With regards to timing- We consider real estate (even in NYC) especially above a threshold to be illiquid + we probably left money on table zillow.com/homedetails/13…

@davidbombal 👀

@BankUnlimited @justinamash @justinamash, Take him up on this!

@justinamash It’s $39 trillion of private sector assets. If you pay it off, the private sector has no reserves. -1 + 1 =0 I like you Justin. You’re a good arbiter of freedom. I’m happy to brief you on free floating fx monetary systems.

The U.S. government just hit $39 trillion in debt under the president who repeatedly lied to the American people that he would pay it off.

@BankUnlimited @Dforcegripxy Looks like distribution. Not markup. but who knows

@Dforcegripxy I’m trying to determine that myself. Analysis paralysis

/HG Is this buyable?

Woah!! 👀 🇨🇦 🧡

Going to need more pilots and ATC......