🚨 REAL ESTATE ALERT — THIS IS NOT A NORMAL COOL-OFF
This feels like a tipping point, not a pause.
📊 Housing Index pushing toward 300
• 2006 bubble peak: 266.4
• Current levels make the 2008 setup look mild
For almost a century, housing simply moved with inflation — slow, steady, predictable.
Then cheap money rewrote the rules.
🏠 What cracked the market
• Ultra-low rates artificially inflated prices
• Fear turned retail buyers into bidding-war fuel
• Smart money positioned early and quietly
⚠️ Where we stand now
• Affordability at record lows
• Wages and mortgage costs completely detached
• Buyer demand drying up
• Inventory starting to climb
💧 Liquidity built this bubble
🧱 Liquidity will also be what ends it
Markets always respect gravity.
