Will They or Won’t They?
Hi! Pls accept my follow request. Handle @Disident7
Thank you
You’re in.
Please let me in @tunisianp
Pls go to @macrostratpb and request a follow.
I have just re-requested again, thank you
I just sent one as well
@TomRodgers12
IDK. Permits declining should mean new construction will fall a lot in the coming quarters. Better be safe than sorry.
Definitely a nice data point but I worry more about Multifamily.
SFR is where the juice is.
blob:null/784d8ca1-c8c8-4de3-b4f7-c0ef22bad5a0
Todays housing start data was 🔥
If true, part of the consensus building effort.
Keeping your equity exposure live? Best to re enter after the inevitable short term sell off?
My cynical side says JP wants a democratic victory and goes 50!
What do you think about nikileaks and backchannels pushing for a 50?
I strongly believe that your analysis is correct. Haha.
Hi! Pls accept my follow request. Handle @Disident7
Thank you
You’re in.
Please let me in @tunisianp
Pls go to @macrostratpb and request a follow.
I have just re-requested again, thank you
I just sent one as well
@TomRodgers12
IDK. Permits declining should mean new construction will fall a lot in the coming quarters. Better be safe than sorry.
Definitely a nice data point but I worry more about Multifamily.
SFR is where the juice is.
blob:null/784d8ca1-c8c8-4de3-b4f7-c0ef22bad5a0
Todays housing start data was 🔥
If true, part of the consensus building effort.
Keeping your equity exposure live? Best to re enter after the inevitable short term sell off?
My cynical side says JP wants a democratic victory and goes 50!
What do you think about nikileaks and backchannels pushing for a 50?
I strongly believe that your analysis is correct. Haha.