It’s the Housing, Stupid
Why are 2021-like meme stock rallies showing up while money market funds hit record assets? I argue the broken housing market is the missing link. I cover millionaire renters, rent versus buy math, mini GameStop short squeezes, and why my wife and I keep rolling Treasury bills as we wait.
Rolly's Take
For those who feel the weight of a housing market that doesn't quite make sense, this blog resonates deeply. It speaks to the investor who senses the pulse of current trends, torn between the allure of the stock market and the stark reality of rising rents. Here, the complexities of modern finance are laid bare with a raw honesty that invites reflection and conversation.