Housing market is shifting in buyers' favor now 🏠
In May, 46% of sellers offered concessions—highest for May ever, and double since 2022 📈
Now roughly 47% more sellers than buyers, thanks to high mortgage rates and uncertainty. Buyers have real leverage.
Nashville to
Asian chip stocks are on an absolute tear right now 🔥
The MSCI EM Semis vs Magnificent 7 ratio just hit a record ~205—more than doubled since early 2026.
While the Mag 7 is down -7% this year, EM semis have surged +91%.
South Korea’s SK Hynix and Samsung are the big