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Been looking at how housing prices paid are linked to tech company valuations. Employees sale of options/shares has help drive houses prices higher, not debt like in the past. LTV’s are somewhat reasonable. However if tech / growth stocks do continue to dive this liquidity form that helped push the market up might be the missing piece that causes it to go down.

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always great to listen to your economic comments. Please only write notes when you have something relevant, not because you have to write weeklies.

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always great to listen to your economic comments. Please only write notes when you have something relevant, not because you have to write weeklies.

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