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Breaking Metrics's avatar

Infrastructure has been largely neglected for the last 30 years. Whether that's affordable starter homes or bypass oil pipelines. The solution has been banking and bombs instead of excavators and tradesmen.

The M&A Hunter's avatar

good work

Kevin | Market Regime's avatar

Great read! Something else to consider: Higher rates don’t just reduce purchasing power, they freeze supply. Existing homeowners locked into 3% mortgages aren’t selling, which means inventory stays tight even as demand weakens.

Hataf Capital's avatar

The Bond market is pricing for 7% mortgage rates if this war with iran continues