The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 7 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Morris: Institutional caps will thin competition for small single-family buyers
“With the new housing law pushing the mega funds out of single family buying, the small operators competition is about to thin out.”
Morris: Secondary residential markets will outperform primary markets over 10 years
“So, secondary markets will outperform primary markets in residential real estate over the next 10 years.”
David Bailey predicts California's economy will overtake Germany by 2026
“California next year will probably become the third largest economy, overtaking Germany.”
Morris: Mortgage rates will not drop to 5.75% in the near future
“That's a lot of people betting their plans on a number that nobody controls, and it's one that I don't see coming in the very near future.”
Morris: Mortgage rates will stay in the mid-sixes through summer 2026
“Build your numbers assuming rates stay in the mid-sixes
Through the summer.”
Morris: Mortgage Rates to Stay Above 6.5% if Hormuz Conflict Continues
“If the deal for peace collapses and the Strait of Hormuz stays hot, rates are gonna stay stuck somewhere in the mid sixes or possibly get even higher.”
Morris: Tulsa Demand of Seven Renters Per Unit Will Drive Prices Up
“I read some statistics that there are approximately seven people looking for, looking to rent a particular, each particular unit. So seven people per rental unit available. That, that is the sort of demand that is going to push pricing up.”