Mr.Awsumb
@MrAwsumb
Awsumb. Ulysses Awsumb. http://www.USPropertyServices.com http://www.MacroEdge.net http://www.thememo.net
…Pulte Net Income decline of 25% DR Horton Net Income decline of 24% @MrAwsumb #RESights #MacroEdge
But sometimes Wall Street separates from the underlying economy and loses touch with economic reality. Is the consumer really that strong? Link in reply...
Midweek macro note from @SixFinance is a must read. Thought provoking thesis on future of US debt yields.
June Redfin results are out, and things have taken quite a turn under the hood... Will Wednesday be NAR’s last stand for the COVID cycle? @DiMartinoBooth @RudyHavenstein @VladTheInflator @KennyCap_Phd @MrAwsumb @Johncomiskey77 👇 open.substack.com/pub/m3melody/p…
So nonfamily household growth is a common theme across markets regardless of geography. Below are 4 separate counties (that I'm not giving away) as an example. There is no evidence of a structural housing shortage @m3_melody @MrAwsumb kennycapphd.substack.com/p/why-northeas…
Sunbelt homebuilders and contractors/installers - how are the market conditions in your area of business/city/county? Let us know below! #RESights #MacroEdge
This morning, the CEO of one of the nation’s largest single-family build-to-rent developers (Southeast) secured 5 ResiDay 2025 tickets for him + some of his team There's going to be some great intel on stage + in the crowd / side discussions resiclubanalytics.com/p/residay-2025…
MacroEdge Radio #54: Macro, Logistics, Tariffs with Craig Fuller of FreightWaves Back on the 4pm slot for this episode. 🚛✈️🌎
Redfin hasn't technically released their numbers for June 😊 FREE Kenny hates liars kennycapitaladvisory.com/data
Just launched my new macro newsletter! I was an economics journalist for years. Now, I’m doing it on my terms, combining human + AI intelligence to dissect markets, policy, liquidity and the plumbing underneath it all to track the convoluted monetary system. Monetary Commentary…
XHB is homebuilders innit Williams Sonoma
The comments on this post are pretty disappointing. 👇🏼 So many here don’t understand the basics of index funds and market cap weighting. It’s really sad.
The comments on this post are pretty disappointing. 👇🏼 So many here don’t understand the basics of index funds and market cap weighting. It’s really sad.
This is incredible: Vanguard currently owns a record 20.6 million shares of Strategy, $MSTR, and is its largest shareholder. This is ~8% of the company’s outstanding common stock. Their ownership has DOUBLED over the last 2 years. This comes as multiple Vanguard mutual funds…
Texas, Arizona, Florida, California folks - how’s the current real estate market in your area? (Can be single family, MFH-res, commercial) - drop a note below. #RESights #MacroEdge