Housing Unit Growth Far Outruns Population Growth: Vacant Units on the Market and the “Accidental Landlords” by Wolf Richter • Apr 28, 2026 • 92 Comments These dynamics are now moving in the right direction.
Two More Imploded Real-Estate Brokerage Stocks Tie the Knot: REMAX -85% from Peak, Real Brokerage -70% by Wolf Richter • Apr 27, 2026 • 37 Comments Been brutal for real-estate stocks plunging from overhyped or meme-stock valuations amid thick losses, lots of debt, and a frozen housing market: Compass, Redfin, Anywhere Real Estate, eXp, and Douglas Elliman.
US Government Sold $524 Billion of Treasury Securities this Week. Inflation to Surpass T-Bill Yields. Brutal Bond Math by Wolf Richter • Apr 25, 2026 • 66 Comments The effects of Tax Day. The 10-Year Treasury yield rose to 4.31%, 30-Year Treasury yield to 4.91%.
Senate Confirmation of Warsh, who Wants to Reduce the Fed’s Balance Sheet, Gets Unstuck as DOJ Ends Powell Investigation by Wolf Richter • Apr 24, 2026 • 102 Comments Even during the Senate hearings, Warsh stuck to his guns: the Fed should have a smaller balance sheet.
Dynamics and Surging Magnitude of US LNG Exports: Started 10 Years Ago in a Glut of Natural Gas that Collapsed the Price by Wolf Richter • Apr 23, 2026 • 53 Comments 10th liquefaction & export terminal shipped first cargo. List of LNG export terminals, operating and under construction, by in-service date.
Hedge-Fund Meme-Stock Short-Squeeze Queen Avis Budget [CAR] Implodes by 72% in 26 Hours by Wolf Richter • Apr 23, 2026 • 34 Comments “Stairs up, express elevator down” as hedge funds sock it to each other.
RTO Languishes Despite Efforts to Force it to Happen, only Minuscule Reduction in WFH since Early 2023 by Wolf Richter • Apr 22, 2026 • 18 Comments The share of “full paid days worked from home” has been declining by only about 1 percentage point per year.
Did Americans Scrimp at Other Retailers to Buy Gas? Nope, not Americans. Born to Splurge by Wolf Richter • Apr 21, 2026 • 75 Comments Even without gas stations, retail sales jumped, powered by ecommerce, auto dealers, general merchandise stores, and other retailers.
Pending Home Sales Still in the Deepfreeze, Drop in the West & Midwest, Tick up in the South & Northeast by Wolf Richter • Apr 21, 2026 • 40 Comments Down by 35% from 2021, by 30% from 2019, and by 31% from 2018. The housing market is in the 4th year of this relentless mess.
Condo Prices Dropped by 12% to 31% in 31 Bigger Markets. Some Are where They’d Been 20 Years ago, such as Oakland by Wolf Richter • Apr 20, 2026 • 40 Comments Condos face some special challenges. Oakland (-31%), St. Petersburg, FL (-28%), Austin (-26%) … the names pile up.
