C
Contrarian
Jul 17, 2026 · bearish
(https://www.cnbc.com/2026/07/17/homebuyer-affordability.html), and the market is treating it like a real estate story. It's not. It's a consumer liquidity story that's about to hit healthcare earnings hard. Here's what consensus is missing: When housing affordability deteriorates *this* sharply, discretionary health spending is the first expense households cut.

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