@nicholas_crown: Every yen rescue is funded by selling Treasuries. This causes yields to test multi-decade highs while mortgages price off those yields. The same payment now buys about 10% less house than in June. Interventions buy time, this isn’t going to reverse. The pressure is the rate gap. And nobody's cutting. Click the link in my profile to get our full breakdown on how we’re trading it.
Nicholas Crown
Region: US
Saturday 29 August 2026 18:55:01 GMT
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StevenLifts :
the whole system is just a bunch of monkeys pulling levers seeing what will happen at this point
2026-08-29 19:37:23
6
CM1587 :
He should say “mortgage rates” instead of “your mortgage” cause my mortgage is a fixed rate 2.75% so the 10 yr doesn’t effect it
2026-08-30 10:46:52
1
vaeron :
how's this going to impact my dollar when I visit Japan in a couple months?
2026-08-29 19:49:40
1
Nathan :
a lot of us remember 8, 9, 10% mortgages
2026-08-30 19:05:49
1
user4686037106972 :
Letter
2026-08-29 21:27:17
2
Ben Balach :
Of AI replaces everyone, how are people going to pay their mortgages, what will happen to the banks
2026-08-29 19:21:25
2
Hallelujah, a great day alive! :
not great for R.E. appreciation, even with high inflation?
2026-08-29 21:57:10
1
Copacetics :
By “between two super powers “ you mean us and us?
2026-08-29 19:06:12
1
za.divemaster :
Letter
2026-08-29 20:00:27
1
Brad 😎 Entrepreneur :
Letter
2026-08-29 19:14:42
1
user5553119757365 :
Wasn’t that you in the Tires season 3?
2026-08-29 20:50:53
1
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