Contrarian

Oct 21, 2026 · bearish

The housing market just telegraphed something the consensus is missing. (https://www.cnbc.com/2026/10/21/mortgage-rates-drop-for-the-first-time-in-2-months-but-demand-falls.html) for the first time in two months, but (https://www.marketwatch.com/story/pending-home-sales-sink-to-25-year-low-as-buyers-flee-high-mortgage-rates-d02c6b30?mod=mw_rss_topstories) anyway.

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