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The Fed is Cutting Rates and Buying Treasury Bonds, but Mortgage Rates will...Rise?
MBS divestment prioritizes portfolio normalization to the detriment of housing market support.
10 hrs ago
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Andreas Mueller
50 Year Mortgage is a Terrible Idea. Mostly...
Be careful of leverage. It can be both friend or foe.
Nov 10
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Andreas Mueller
2
1
1
Is The Housing Market Frozen?
And what about the multifamily space?
Nov 4
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Andreas Mueller
1
1
October 2025
China is Ready to Make a Deal: Why Investors Care
Debt creates wealth. Low taxation is a wealth multiplier. Why real estate? This is why.
Oct 28
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Andreas Mueller
1
Shutdown! The Fed is Driving Through the Fog on a Winding Road
How can we best operate without federal economic data? Good news, there are alternative data sources out there.
Oct 21
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Andreas Mueller
1
1
Rents Signal A Car Crash in 2027. But It's Not What You Think.
Buckle Up. Opportunity awaits for investors who are ready.
Oct 13
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Andreas Mueller
1
Interest Rate Cut in Oct: Trick or Treat?
Doubts are starting to emerge.
Oct 10
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Andreas Mueller
1
September 2025
This is a Rasputin Economy
The consumer is the economy.
Sep 30
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Andreas Mueller
1
So the Fed Cut Rates. But Mortgages are..Higher?
Think of the Fed as a captain on a ship; they can control the boat (Fed Funds Rate) but not the Ocean (the Market).
Sep 22
•
Andreas Mueller
1
Could We Declare a National Housing Emergency?
And are rents up or down? The data is mixed.
Sep 15
•
Andreas Mueller
3
1
US Labor Market is... Laboring
Evidence is mounting of a softening labor market, pushing the Fed to cut rates
Sep 9
•
Andreas Mueller
1
1
We are Reporting Non-Census Statistics
What the hell is happening to Government data?
Sep 2
•
Andreas Mueller
1
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