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Logan Mohtashami Profile picture
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29 Apr, 4 tweets, 2 min read
Years 2020-2024 was just going to be different than years 2008 -2019
No credit speculation, no exotic loan debt structure, no booming mortgage demand, it's not a bubble folks, it's just Americans wanting somewhere to live housingwire.com/articles/this-…
Which means price growth should slow down loganmohtashami.com/2021/04/14/hom…
Until then, this is a very unhealthy housing market. @mattmiller1973 @ptsweeney
bloomberg.com/news/audio/202…?

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More from @LoganMohtashami

Logan Mohtashami Profile picture
1 May
2013 was an interesting year, and I have referred to that period in some talking points with 2020/2021 data.
1. The price growth in 2013 was not warranted at all; we simply didn't have the right demographics for housing sales to grow that much, but the market itself cooled pricing down as rates went over 4%, the rate of growth pricing fell. Image
2. That 1.60% -3% move in the 10-year yield created a noticeable softening in demand, and in 2014, purchase application data trended negative on average 20% year over year. It created a solid bottom for us to work from. Image
Read 15 tweets
Logan Mohtashami Profile picture
30 Apr
🔥 advisorperspectives.com/dshort/updates… Image
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Image
Read 4 tweets
Logan Mohtashami Profile picture
29 Apr
🇺🇸💪🏽📈🔥 😎
If you believed in the 2020 recovery on April 7, 2020. Then this was the best buying opportunity we will ever get in history. 🇺🇸💪🏽📈🔥
Read 5 tweets
Logan Mohtashami Profile picture
28 Apr
For now!
Rates 🤜🏽over ✂️Lumber
housingwire.com/articles/tug-o…
Your first clue when it matters is that the 3MA monthly supply is consistently over 4.3 months. Not the case because of rates over lumber for now.
Read 5 tweets
Logan Mohtashami Profile picture
28 Apr
Unhealthy Housing Market 😎
bloomberg.com/news/audio/202…?
On another note, we don't have home buyer that can go from $5 to $120 😉 , More like $5 to $6-$7 % wise
Read 4 tweets
Logan Mohtashami Profile picture
28 Apr
Pricing out a generation of home buyers thesis has been used since 1996 a lot, and home sales rarely go below 4,000,000.
However, even just over 4%, higher rates will cool down the markets just like they did in the past. The same thing happened in 2013/2014 & 2018/2019. Healthy!
The days of saying the Fed needs to aggressively hike rates to create a buying oppurnutiy for stocks from investors who are mostly long is coming to an end. President Trump showed us all the true colors of a lot of conservatives 😉😎 Feel the Market, Baby!
Conservatives saying, look, there is no inflation was hilarious. Why are you hiking? Because Trump was President was classic Fintwit. Just be mindful of this.
Read 5 tweets

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