Fannie & Freddie have extraordinarily strong liquidity right now, as reflected in the strength of the MBS market and mortgage spreads. I expect a very strong summer and fall season! I’d like to thank our Great Leadership Teams at both businesses who are “firing on all cylinders”!
Warsh said he’ll have 5 separate task forces to focus on those specific sectors. He admitted housing is an issue
Who gives a shit about rate cuts if they provide liquidity in housing markets through MBs purchases and other programs
30 year mortgage won’t go to 4% until next recession we just need low 5’s on conventional and high 4’s government
He says no guidance we let markets figure it out now. Well markets are smart to understand that the Fed now will act properly
Super super bullish on housing BUT NOT FOR 60-90 DAYS. I closed on 2 parcels of land a couple weeks ago, contract on 3 more (30 plus homes in total) and working on a couple more. All in great spots in downtown Wilmington nc.
When there is fear in real estate that’s the time to buy!!
Year 2 as a landlord of a rental property in the USA.
I fucking hate it. Paid 550k cash. Fees are idiotic. Constantly something broken. Making 1-2% yearly max from rentals. Price didn't move so far. Sure it will at some point but I don't think I will make more than 100% in a decade.
For me as a trader who can make 50-100% yearly on my account, this is the worst investment. I will dump that damn place soon and never again.
$SNAP CEO Evan Spiegel just showed off the new Specs AR glasses for the first time.
This is the kind of product reveal that explains how a social media company can be down over 90% during one of the best tech bull markets in history.
I’m at the savings goal at 38 that I wanted to be at when I was 30. Back then I said if I get to this I could retire and live off 5% treasury fore rest of life (if I wanted to)
It’s June 16 2026 and I have spent more in 15 days than in did annually 8 years ago. And my money in treasuries is just a place to park money for short periods
Moral here is to set your goals high and don’t be scared to invest in yourself. Also set your goals high and hang out with people who have ambitions
Look at @mcuban@marcuslemonis@mikealfred@kevinolearytv they all made their wealth differently, but ALWAYS DID IT BY INVESTING AND BELIEVING IN THEMSELVES
Sometimes I feel like putting my entire $40,000 portfolio into $SPCX and just let it ride for the next 40 years.
I’m currently 18, would this be a good idea?
Supply and demand plus people with belief in the future
Nothing else matters, when you understand that simple concept, and truly believe it, you’ll be unstoppable
$OPEN Most investors will look at this vote and see a simple governance update.
I see something much more interesting: a company caught between belief and skepticism.
Kaz and his management team won the proxy battle and secured approval for their compensation plan, while all three directors supporting the “Opendoor 2.0” strategy were comfortably re-elected.
On the surface, that’s a clear victory.
But the details tell a more nuanced story.
Over 41% of shareholders voted against executive compensation. That’s not a protest against the company’s existence—it’s a message that many investors are still waiting for execution to match the vision.
In behavioral finance, this is an important moment.
People don’t lose confidence because a company has a difficult year. They lose confidence when they stop believing management can deliver on its promises.
Today, Opendoor sits between those two emotions.
One group sees a turnaround story powered by AI, automation, and a more efficient real estate marketplace.
The other sees a business that still needs to prove it can generate sustainable profits in a challenging housing environment.
From an investor’s perspective, this creates an interesting setup.
If management executes, improves margins, and demonstrates consistent cash generation, today’s skepticism could become tomorrow’s buying opportunity.
If execution disappoints, the 41% opposition may grow louder and increase pressure for strategic changes.
That’s why this vote matters.
It’s less about compensation and more about trust.
The board has effectively said, “We believe in the current leadership.”
The market is responding, “We’re willing to give you more time, but now you have to prove it.”
The next chapter for Opendoor won’t be written by proxy votes.
It will be written by earnings, execution, and the ability to turn a bold vision into a profitable business.