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Opendoor remains a highly speculative but compelling long-term play in the residential real estate transaction space.

I stepped into 2025 with a cautious outlook—uncertainty around the White Policy loomed then, and it still does now.

Wall Street’s already popped the champagne in anticipation of a September rate cut. Everything’s coming up roses.

Just when the stock market started uncorking the champagne bottles in anticipation of a soft landing, strong earnings, and a dovish Fed pivot—here comes Jerome Powell, lurking like a chaperone at prom, ready to shut down the dance floor before the music even starts.

Not always, but often I’m a mid-to long-term investor who views a correction as an opportunity based on economic and policy conditions.

While Chair Powell continues to rehearse his greatest hit, “We’ll wait and see,” I’ve been saying that a September rate cut was all but baked in.

Am I fighting the tape? I think this market has a chance to make a new high. The trading today was very good.

I’ve said it more times than a Fed chair has said “data-dependent”—this market was running, and a 65% chance this is a short-term high is scary.

I know this is a bull rally in a bear market. It is almost textbook by historical standards. I will keep saying it until proven wrong.

The escalating tensions in the Middle East present a complex web of risks for equity markets that extends far beyond traditional oil price shocks.