Housing Is A Human Right

1. Housing Is A Human Right; 2. It is possible to provide housing at a reasonable cost to the lower 50% of first world citizens; 3. Try to be kind to everyone

[Zillow Gone Wild 🏡 @zillowgonewild]

On my list of must have homes is a Seattle floating home.

This one is one of “the largest floating homes on Lake Union”.

$2,350,000

[Architizer @Architizer]

A traditional Ondol room, Numaru porch and sliding paper partitions shape this contemporary house around rituals of stillness and tea drinking.

📍 South Korea
Project by: Studio Gaon
Details: https://t.co/x9USgrEj0z

[One Kindesign @OneKindesign]

A modernist woodland retreat perched over the serene Hudson Valley
https://t.co/m3Bb4o9gGY

[Chris Powers @fortworthchris]

Over the last 17 years:

China: +505% GDP → largest index down 35%
U.S.: +75% GDP → S&P500 up 440%

Same time period.

I asked Kyle Bass (@Jkylebass) to explain why in this clip.

[Eric Balchunas @EricBalchunas]

You think the S&P 500 Index is too concentrated? Try going to another country for a while. The US is one of the *least* concentrated markets. Here's countries ranked by the % of market made up by top 10 biggest stocks, via @psarofagis in a banger note out today that is part of our ongoing 'Stop Overthinking Everything Because the Market Loves Punishing Midwits' theme..

[Architizer @Architizer]

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[One Kindesign @OneKindesign]

Minnesota lake house features the perfect blend of modern and traditional
https://t.co/oatG9VrECO

[YIMBY Tweets @yimbytweets]

Housing Lottery Launches for 773 East 183 Street in Belmont, The Bronx https://t.co/zNyfJ9ui8m

[One Kindesign @OneKindesign]

Inside a gorgeous home with inviting details in the Chicago suburbs
https://t.co/DfFlD5API0

[Housing Is A Human Right @housing_human]

@kevin_j_oneill @bobbyfijan I was thinking the same. Two sets of walls cost more than internal separations. The higher cost is usually due to fire code/ratings around at least two means of exit (typically at least two staircases separated by certain distances). That reduces overall net building usable sq ft

[Stockwits Acade〽️y @mikalche]

THE NEXT LEG OF THE TRADE @grok @cvpayne

Everyone is still crowded in:
$NVDA $SMCI $AVGO

That trade worked. But the next rotation is upstream.

Watch this carefully:

Energy / Power (the bottleneck):
$XLE $XOP $ET $KMI $LNG $CEG $VST $OKLO

Grid / Infrastructure (under-owned layer):
$ETN $GEV $ABB $PWR $PRIM $IESC $FIX

Domestic supply chain (fabs actually getting built):
$INTC $GFS $GLW $AMAT $LRCX $KLAC
AI + Defense (integration layer):
$PLTR $TSLA $RTX $LMT $CRWV $NBIS

Data center / cooling / backbone:
$DLR $EQIX $VRT

Next-gen / high beta (flow-driven):
$IONQ $RGTI $QBTS $QUBT $IREN $CIFR $NVTS

But here’s the twist…

The REAL winners will be the ones solving the power constraint

[One Kindesign @OneKindesign]

Step into this gorgeous mountain farmhouse style home in Martis Camp
https://t.co/8QA6iG95UP

[One Kindesign @OneKindesign]

Dream Home Tour: An absolutely gorgeous modern French home in Utah
https://t.co/f4g2KuftkO

[M. Nolan Gray 🥑 @mnolangray]

The US should be overhauling and standardizing our building codes to allow this sort of development. The latter is key: to build quality at scale and affordability, you need standardized codes.

[Philip Oldfield @SustainableTall]

A restaurant made from 12 recycled shipping containers welded together, clad in rammed earth

Finally shipping container architecture that looks great!

By Wallmakers, in Tuticorin, India

[Architizer @Architizer]

Five detached houses form this build-to-rent residential project designed for flexible living. Each home includes adaptable rooms for work or rest, along with gardens, pools and outdoor spaces.

📍 Valencia, Spain
Project by: ERRE architecture
Details: https://t.co/Jd1goXFTdT

[Jonathan Berk @berkie1]

Sources & more in depth details from National Zoning Atlas report: https://t.co/VHMrJvp0JY

Report analyzing the impact of minimum lot sizes in Greater Boston. https://t.co/ZVVAtOE5Ol

[Robin Wigglesworth @RobinWigg]

The divergence between the performance of China’s economy and its stock market has been a topic for decades. This may finally explain it. https://t.co/Kuo5CiNr8e

[Architizer @Architizer]

Some houses aren’t designed from scratch.
Some houses are already there, just waiting to be heard.

📍Merida, Mexico
Project by: Veinte Diezz Arquitectos
Photography: Eyes of Memo
Details: https://t.co/f0IzBmJXdk

[M. Nolan Gray 🥑 @mnolangray]

Over the past 20 years, America has basically stopped building condos. Owing to a mix of restrictive financing regulations and endless defect litigation, the most viable path to urban homeownership has largely disapprared. In my latest for @TheAtlantic, we explain why.