According to @KobeissiLetter, President Trump stated he will be creating 50-year mortgages, shared via a video post on X on November 28, 2025; source: The Kobeissi Letter on X, November 28, 2025. The post frames the announcement as breaking and provides no timeline, implementing agency, or legislative details; source: The Kobeissi Letter on X, November 28, 2025. As posted, this is a public statement rather than an enacted policy, with no official documentation referenced in the post; source: The Kobeissi Letter on X, November 28, 2025.

According to @burrytracker, the age of first-time home buyers has reached a new all-time high, signaling ongoing affordability stress that can influence housing-linked equities and macro risk positioning, source: @burrytracker. For historical context, the National Association of Realtors reported a record median age of 36 for first-time buyers in 2022 and 35 in 2023, indicating a persistently elevated entry age versus prior cycles, source: National Association of Realtors, 2023 Profile of Home Buyers and Sellers. Traders can monitor homebuilder proxies XHB and ITB for relative strength and volume as direct plays on U.S. residential construction demand, source: State Street Global Advisors for XHB and iShares for ITB. Stock-specific liquidity and order trends in DHI, LEN, TOL, and PHM may be especially sensitive to affordability headlines given their large-scale U.S. exposure, source: company filings and investor presentations from D.R. Horton, Lennar, Toll Brothers, and PulteGroup. Mortgage-rate direction remains a key confirmation variable; watch the 30-year fixed rate from Freddie Mac’s Primary Mortgage Market Survey for shifts that could alter first-time buyer eligibility and purchase activity, source: Freddie Mac PMMS. For crypto traders, housing affordability feeds into rate-cut expectations and real-yield dynamics that have been linked to risk sentiment; research has documented negative correlations between Bitcoin and real yields during parts of the post-2020 cycle, source: Bank for International Settlements 2022 research and Kaiko market analyses.

According to @business, Lennar shares fell after its fourth-quarter new orders forecast missed expectations, pressuring the homebuilder’s outlook and near-term sentiment for the group. According to @business, the Bloomberg Stock Movers report linked in the update also highlights a buy rating on CoreWeave and gains in Intuit (INTU), pointing traders to sector-specific catalysts covered in the broadcast. According to @business, no crypto assets were mentioned in the source update; any cross-asset implications for digital assets were not specified in the Bloomberg report.

According to Moonshot’s analysis shared on Twitter on April 30, 2025, the current US housing market is experiencing reduced transaction volumes due to persistently high mortgage rates and tightening credit conditions (source: @moonshot). For traders and investors, this signals a potential period of price stagnation or mild declines, with REITs and homebuilder stocks facing downward pressure. Moonshot’s data suggests monitoring regional inventory levels and mortgage rate trends for actionable trading signals, as these factors are directly influencing short-term price movements and market sentiment.

According to The Kobeissi Letter, the number of unsold completed single-family homes in the US rose by 31,000 year-over-year in March 2025, reaching 119,000—the highest level since July 2009. Over the past three years, unsold inventory has tripled, and unsold homes now represent approximately 12% of housing starts. This surge in unsold inventory signals growing risks for real estate market liquidity and could trigger price corrections or increased selling pressure on homebuilders' stocks (source: The Kobeissi Letter, April 28, 2025). Traders should monitor housing sector ETFs and related equities for heightened volatility.