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Amid the debate over whether and when the Federal Reserve cuts interest rates, another important argument is unfolding: where do rates settle in the long run? Modeling the effects of interest rates therefore requires not only an estimate of neutral, but also of how sensitive spending is to rate...

I think you and @90scane are talking apples and oranges. He is referring to investment real estate, not a personal home.

The Tesla's is very good.

I just dont see the Fed doing anything before the election unless its an emergency, and for now they are trying to drain liquidity from the system.

Thats kindda my issue with FSD, it doesnt always work so you have to pay close attention, its jerky (so if there is someone running across the street a block ahead it will slow even though you know they will be on the sidewalk soon), and it still has glitches (in my case it would sometimes stop...

I dont really follow Tesla, but since many on here do, this is from Reuters today Elon Musk looks for a rabbit in his hat Tesla reports Q1 results after the New York markets close this afternoon, and shortly after the numbers drop Elon Musk will be on the spot to explain how...

Yes, but I still find it very jerky, and the reality is, I like to drive anyway.

Again, not really ready for prime time. I have a free trial right now and I turned it off.

My sense is that they will be around a lot longer, just like ICE vehicles.

Gentlemen, I am by no means a Tesla expert, but my sense is be patient.

Tesla cuts prices in China, Germany and around globe after US cuts...

From the WSJ: Stock portfolios at large pension funds had a blockbuster run. Now, managers are cashing out. Corporate pension funds are shifting money into bonds. State and local government funds are swapping stocks for alternative investments. The nation’s largest public pension, the...

When the concern is inflation, this is actually bad news.

Excerpts from ML yesterday: The economy that can’t stop; the Fed that won’t stop it Each sector still seems impervious to Fed hikes: consumers are strong, corporates have$7tn in cash, and Congress can’t stop spending (see barometer update, Exhibit 3). Supercore inflation is surging; prices for...

So you buying now?

Retail sales jumped 0.7% in March, much higher than expected https://www.cnbc.com/2024/04/15/retail-sales-jumped-0point7percent-in-march-much-higher-than-expected.html

As best as I can tell in Florida, Jacksonville is well overbuilt and Orlando too but to a lesser extent. Outside of that, most of the state is still hot.

NY Fed is reporting expectations for large rent increases over the next year (nationwide)

And debt service.

@90scane @TheEye We have previously chatted about rents likely taking off again in '25 or '26, and they are already firming up. It started Monday with a New York Fed consumer survey showing expectations for rent increases over the next year rising dramatically, to 8.7%, or 2.6 percentage...