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The 1st half of the 2020s, with annualized home price appreciation of 4.6% above inflation, is unlikely to repeated in the back half. There's no rational justification for prices to continue to outpace inflation by such a wide margin.

00:01 - 28/08/25

 

 

 

The Magnificent 7 make up a record 34.2% of the S&P 500's market cap ... but just 26.6% of its profits.

 

 

Make Volatility Great Again

 
 

 

The Dow closed at an all-time high last week and history was made.

 

Cars cost so much that 7-year loans are becoming more popular ...

 

 

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