Institutions dumping, retails buying…Rates: The market is not telling you something, is yelling at you

institutions dumping, retails buying 😧 pic.twitter.com/UtQ1fO1NbL

— TT3 (@TradingThomas3) February 5, 2022

#recession … #StockMarket #Bubble edition https://t.co/9SrdWkSVZf pic.twitter.com/ElVMPXZ7vh

— Invariant Perspective (@InvariantPersp1) February 5, 2022

The critical investment assumption is that only Ark ETFs are overvalued. pic.twitter.com/u9UM2pLnfT

— Mac10 (@SuburbanDrone) February 5, 2022

🇺🇸 Rates: The market is not telling you something, is yelling at you pic.twitter.com/LrOPlXqK8o

— Jorge Adrian (@JorgeCalderonMx) February 4, 2022

30y mortgage rates in the US just hit 3.85%: that's 1pp higher vs Feb 2021.

The new marginal buyer's real salary has shrunk, but let's say he wants to pay the same $2k/month.

He can now afford a $350k house versus $400k 1y ago.
>10% less.

Watch the housing market: it's huge. pic.twitter.com/gWnBfdnk8L

— Alf (@MacroAlf) February 5, 2022