High-income job losses are cooling housing demand
173 points
1 hour ago
| 19 comments
| jbrec.com
| HN
class3shock
11 minutes ago
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The current housing costs (price + interest rate) just seem so out of line with the average household income it boggles my mind it hasn't cooled alot more already.

At $84k average household income, assuming 1/3 going to a mortgage would give you $2.3k a month to work with. At 6% interest rate, assuming 20% down payment of $70k, you can just manage a $350k home and that is ignoring taxes, not adding other closing costs, not considering utilities, assuming an interest rate on the lower side and assuming a 20% deposit.

Add tax and that gives you around $1.7k to work with. Assume only putting down 10% and adding in $400 a month to cover utilities then you can manage around $175k home. That rules out buying a house in alot of the US.

And yes, households in more expensive areas make more but if you are buying the average house, that costs $410k you need to be making like double the national average income to stick to the 1/3 rule. How many households are earning $170k where houses are $410k?

Are people just devoting 50%+ of their income to housing? Everyone buying a house with the help of mom and dad? I just really don't get it.

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sharpy
2 minutes ago
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Probably a lot of private equity buying up homes to generate rental income? Usually, I am more pro market, but I think there needs to be some regulations on this. Although if you are an existing homeowner with low interest rate locked in, you probably want more private equity investments to drive up your property value...
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ninininino
4 minutes ago
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Look up the median age of a home buyer in 2025:

It's 59 years old lol.

Boomers and institutional money are doing the home buying.

https://www.apolloacademy.com/median-age-of-all-us-homebuyer...

In 2009 the same chart shows that the median age was 39.

In the early 80s it was early 30s.

Look at congress, we live in a boomer gerontocracy. Not every boomer is wealthy and powerful, but the majority of people who are wealthy and powerful are either descendants of elites/wealthy, boomers, or a very small fraction of younger tech/finance/business owners.

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dragonwriter
2 minutes ago
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59 year olds were born in 1966, so the average homebuyer is from Gen X, not a Boomer.
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stego-tech
1 hour ago
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Can confirm via my own experiences. Had a job in a SV firm, and paid just barely enough to try and get on the housing ladder. Four years and a 40-60% price increase later, and I got laid off without managing to successfully buy a home.

Since the layoffs, I’ve taken a sizable paycut (~$75k TC) to make ends meet with whatever I could find, but kept a pulse on the market in case things turned around. Locally, rents have gone down by ~$100-$500 a month (depending on when you renew) with one to two months free rent, while home prices have finally stopped rising. Homes are staying on markets longer, and bidding wars have dried up. I get about one to three price cut messages a day from Redfin, though nothing in my area or price range post salary cut.

Unfortunately, I don’t expect this trend to continue. My landlord just introduced a new RealPage-alike to keep rents high, local developers have put a hold on new housing construction as resources get consumed for AI datacenters, and the same old red tape blocks meaningful progress in addressing availability gaps. The only real bright spot is that renters are pushing for statewide rent caps and controls with better progress than ever before, so there might be some relief in sight next election.

It’s bad out there, ya’ll.

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gbriel
59 minutes ago
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Rent control is not a great solution long term since it reduces the incentive to build more housing which is the only real fix. It ends up making the problem worse. I could see in times of economic downturns, a temporary rent control that automatically expires to help people figure out their situation short term (moving is expensive).
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Tiktaalik
52 minutes ago
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This is the economist theoretical consensus justification though in real life tbh I dunno if I've noticed any real difference when looking at housing development patterns across Canada where there are many jurisdictions with rent control, many without, and many with some sort of blend (ie. no rent control on new builds).

If there is some incentive toward development in non-rent control jurisdictions I suspect it's strongly dominated by other factors.

(ie. Montreal probably has the most restrictive rent control in Canada but it's also seeing the strongest apartment development growth)

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Hammershaft
26 minutes ago
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Canada is a basket case for housing development but the only bright spots for outpacing demand with housing are Albertan cities with no rent control like Calgary and Edmonton.

Edmonton recently outpaced Toronto in housing development on an absolute basis with much lower housing prices and less than 1/5th the population!

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bryanlarsen
4 minutes ago
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Edmonton housing prices have gone up in 2025, Toronto's have declined. Alberta's population is growing, Ontario's is shrinking.

Those are the two factors explaining the housing starts, not the ineffectual rent control that exists in Ontario.

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shuckles
43 minutes ago
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This comment just indicates the difficulty of making accurate conclusions based on casual analysis like you're doing.
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doctorpangloss
36 minutes ago
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haha i misread casual as causal, but i guess, here are the "accurate conclusions" you are looking for, that is to say, what does rent control cause, as opposed to the vibes and correlations people are talking about?

it's the "credibility revolution" and someone has won a nobel prize for it.

rent control causes limited mobility (read: displacement out of town) by 20 percent; it causes reduced rental housing supply by 15 percent:

https://www.aeaweb.org/articles?id=10.1257/aer.20181289

rent control causes reduced property values:

https://economics.mit.edu/sites/default/files/publications/h...

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shuckles
33 minutes ago
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Did you write an entire comment by misreading "casual", the word I used, with "causal"? Otherwise, I have no idea how your reply relates to mine, as I didn't make any claims about the existence of such research.
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antisthenes
27 minutes ago
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You don't need a study to tell you that if you make things more difficult and worse for landlords, the housing supply will decrease.

Courts actually need to do their jobs here for an optimal solution - e.g. it should be easy to punish shitty landlords AND easy to kick out shitty tenants.

It shouldn't take a 1+ year wait (as during COVID) to get a landlord-tenant court date to resolve issues.

The housing issue is multi-faceted however, so that's only 1 piece of the puzzle. But thanks to NIMBYs and building code overreach, it's literally impossible to build affordable housing that would rent at its own depreciation schedule.

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wenc
4 minutes ago
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[delayed]
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directevolve
10 minutes ago
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> Montreal probably has the most restrictive rent control in Canada but it's also seeing the strongest apartment development growth

A wonderful city like Montreal can drive enough demand for housing to overcome red tape, and still be building far far less than what would satisfy demand. A less attribute city with lower demand for housing may build less due to lower demand, despite having less red tape.

Trust the economists on this one.

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Filligree
38 minutes ago
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People are able to move around, to some degree, so housing prices are a function of supply across most of the nation. Or at least the desirable portions.

Rent control on the other hand has mostly local effects.

Which means, rent control can push prices down and keep them down. There is indeed a supply reduction, and prices on average will go up—but not in the rent controlled area.

It’s still a poor idea, but it requires centralised planning to avoid.

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aerhardt
35 minutes ago
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I've kept hearing for a couple of years that Canada has an outrageous housing shortage, though?
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phantasmish
56 minutes ago
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If house prices and rent being this much higher than they were in, say, 2000, relative to wages, wasn’t enough to trigger an enormous housing construction boom, I don’t think further-increasing rent or house prices are likely to do much good. Something about that “signal” is already badly malfunctioning.
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epistasis
39 minutes ago
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The pricing signal malfunctions when homeowners and landowners control land use to such a degree that regulatory constriction stops housing. Usually this is zoning as the primary blocker, but there can be other blockers too.

One of the problems with rent control is that it pushes the class politics so that renters with housing act more like landowners than they do new tenants, and they conspire to also block housing. People are change averse, even if they don't mind the change after they see it; before the change it's a big threat. This hurts any tenant that needs to move due to things such as becoming an adult, finding a new job, starting a family, getting a divorce or ending a relationship, etc.

Rent control is great as a tenant protection to prevent evictions via rent increases, but it is only a short term protection for tenants otherwise, and can hurt tenants greatly if there's not enough building.

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Hammershaft
20 minutes ago
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There's good evidence it's mostly zoning and permitting. You might be shocked if you look at the SFH zoning in your city when you realize how much the municipal gov has just banned denser housing development.
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crooked-v
52 minutes ago
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The lack of construction is mostly to do with most major US cities just not allowing enough construction. You can see the contrast with the handful of places like Austin that do allow construction, where rents have consistently dropped year-to-year even though the population has increased significantly.
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reactordev
45 minutes ago
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This. It’s NIMBY politics at the local level. Go to your county/city board meetings and ask for plans.
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torginus
22 minutes ago
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The cost of building housing is generally labor + materials + land, of which the first 2 are generally don't have runaway costs as they are not an investment category.

Land is something the government can help with if they choose to do so.

The rent is tied to the price of the apt, and since housing has become and investment category, has increased exponentially.

By controlling rent, you control real estate prices as well, as investors will find it a less attractive asset.

In a free market economy, the cost of things should be controlled by a market equilibrium, so building shouldn't cost more to buy than it is profitable to build tem.

But supply is often restricted by artificial means, meaning prices go up, that's where rent control comes in.

Two wrongs don't make a right, but saying not having rent control while clamping down on construction isn't true to the spirit of the free market.

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orochimaaru
55 minutes ago
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RealPage is gaming rents against tenants. It’s artificial rent inflation by algorithms. I agree on rent control. But unless realpage is controlled and regulated rent control is the only option.
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stego-tech
32 minutes ago
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Populist rent control is an excellent motivator to get counter-parties to the table to discuss productive alternatives in a market where no outside pressure currently exists.

There is no silver bullet solution. Rent control can be a big part of that solution, but what’s ultimately needed are a combination of policies that disincentivize the hoarding of housing as an asset class, promote home ownership itself for stability and community rather than fiscal nest egg, mandate denser housing in areas served by mass transit, tax land properly by removing caps on yearly increases, protect renters from unnecessary evictions (lack of renewals, no-fault evictions, etc), removing zoning laws on residential and commercial space (essentially reducing zoning laws to industrial vs non-industrial) to speed up approvals for construction, and get the government more active in meeting the needs of its populace through public housing programs (like Singapore does).

It’s highly complex and nuanced. I’ve long since stopped entertaining smug clapbacks from armchair economists who aren’t involved in the boots-on-the-ground issues at hand, and you shouldn’t parrot them around for them.

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creato
11 minutes ago
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> Populist rent control is an excellent motivator to get counter-parties to the table to discuss productive alternatives in a market where no outside pressure currently exists.

This makes no sense, the battle is ultimately between renters and owners of low density housing. Those owners don't care about rent control, they only care about zoning disallowing construction of new rentals. If anything, they're probably happy to see rent control if it means the pressure on cities to upzone is removed.

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crooked-v
28 minutes ago
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It's not actually that complex, as can be seen in Austin: just actually build enough and prices will go down even as population numbers go up. Most US cities have just spent decades doing absolutely everything except actually allow housing to be built.
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stego-tech
11 minutes ago
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All things being equal - commuting times, service access, property availability, environmental impacts, education quality, economic stability - then yes, the solution is “easy” in that we “just need to build more housing”.

Once any of those multitude of variables aren’t equal, however, the market can and will exploit it. This is the reason why the housing crisis is global, but the solutions are variable. In New England for instance, there’s a glut of available property currently being hoarded and vacant as an investment hedge, because we have no more land to expand onto. Combined with vacant towns that were former industrial hubs, and there’s an awful lot of available real estate to be clawed back for better use - except markets have been tailored to specifically promote a hoard-and-hedge strategy that harms the working classes (renters and homeowners both), and keeps depressed communities from rebounding. Remote work had a real shot of revitalizing those towns and shattering the vice grip of Capital on land or housing through the relocation of workers to cheaper markets, but the RTO mandate essentially amplified existing crises that much more and robbed them of the chance to rebound.

So no, it’s not as easy as building more housing, it’s also about ensuring those who need housing get access to it first, rather than those who simply seek to extract rent or hold it as an investment hedge.

Again, there’s no silver bullet to this problem.

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crooked-v
5 minutes ago
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New England has vacancy rates noticeably under the national average (https://www.huduser.gov/portal/periodicals/USHMC/reg//NewEng...). There's no 'glut' being 'hoarded'.
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debbiedowner
25 minutes ago
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Why do you say rent control reduces the incentive to build more housing?

To me it seems the opposite: Rent control means supply goes down, so available building & land prices go up. These prices going up means an opportunity for builders who are good businessmen because they are going to make a margin on their investment, the bigger the investment the bigger upside.

Another intuition is with rent control it's hard to extract new value from an old building, so that also incentivizes tearing it down and squeezing more units into the land.

In SF, rent control exists on all buildings built before 1979. It appears to me that people who prioritize new builds pay a huge premium for them. I think this particular rule also incentivizes tearing pre 1979 structures down, vs the no rent control newer buildings can continue to have growth in the value extracted from them.

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robbiewxyz
29 minutes ago
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So you may mean well but a comment repeating the (debatable) negative impacts of rent control really comes off as silly in a thread about the realpage cartel (price fixing is worse than rent control in every way) and hopes of home ownership (demand for primary i.e. non-investment homes is unaffected or increased by rent control).
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Spartan-S63
46 minutes ago
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I find that rent control is a good idea in theory, but leads to a lot of deadweight loss. As a former renter, what I really wanted was a predictable cap on rent increases. For folks who are long-term renters, without controls and predictability, their only option would be to move every few years, which is incredibly disruptive.

From my understanding, European countries tend to have restrictions on what lease renewals can look like and with declining home ownership (and ownership being priced out for many), I think we should look at European models for real solutions to our housing crisis.

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Hammershaft
18 minutes ago
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Rent control is not good in theory, it's the most universally hated policy among economists because it has so many horrible unintended effects on housing development and maintenance.
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standardUser
42 minutes ago
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This is an important distinction. Most "rent control" laws are intended to be "rent stabilization" not outright price fixing. Their goal is to prevent insane swings in rent happening too quickly, which disrupts families and local economies (and even infrastructure development).

But the worst/most aggressively laws are always used as the examples, skewing the conversation to edge cases and ignoring the fact that these laws can and do take hundreds of different forms.

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torginus
18 minutes ago
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Price fixing isn't so bad either - if apt prices stay predictable, you can plane ahead financially without being forced to buy an apartment or house.
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mistersquid
38 minutes ago
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> Rent control is not a great solution long term since it reduces the incentive to build more housing which is the only real fix.

In California (and SF in particular) rent control applies to housing older than 15 years and owned by corporate entities.

How does rent control applied as it is in California disincentivize building? I would think that building would be incentivized by rent control because newer housing stock would be exempt from rent control.

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nxm
22 minutes ago
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Long term they wouldn't be, and hence lower ROI and therefore disincentivized
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whatshisface
55 minutes ago
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If the price without collusion is $X and the monopoly pricing behavior raises it to $(X+1), you can cap it at $X without causing any problems.
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bcrosby95
50 minutes ago
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In SF rent control only applies to buildings that are like 40-50+ years old. Yet people still complain as if it stops new housing. If you combine this with the idea that rent control raises prices for everyone else, you'd think people would be knocking down the doors to build: artificially high rents for decades.
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shuckles
41 minutes ago
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Rent control absolutely causes a reduction in supply: there's a reason rent controlled buildings have apartments in poor condition that owners do not renovate (so a reduction in quality supplied) and many are held off market or converted to owner occupancy through condos and TICs (so a reduction in quantity supplied). Not to mention the units underused by long term tenants who maintain them as secondary residences.
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epistasis
23 minutes ago
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Rent control also switches the class politics, as people who are paying far below market rate for housing become like landlords and homeowners: getting free imputed rent.

People have been knocking down doors to build in SF for decades, but do not because regulatory capture by homeowners, landlords, and those with below-market rents are happy to keep out new people.

Where and when housing gets built in the US is not merely a market driven decision: you also need to get local permission to build.

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Spooky23
26 minutes ago
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We’re already not building housing.

The benefit of rent control would be turning up the pain on the PE people and driving them out of the market.

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ryanmcbride
52 minutes ago
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You're making quite a few assumptions
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standardUser
46 minutes ago
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> Rent control is not a great solution long term since it reduces the incentive to build more

It is exceptionally rare for new construction to be subject to rent control laws, unless they utilize special tax breaks or government subsidies. It does nothing more than slightly inconvenience the investor class, who usually aren't thinking past 15-20 years anyway, when rent control laws might theoretically impact their investment.

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crooked-v
54 minutes ago
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And for some hard data, here's a meta-study on the subject: https://www.sciencedirect.com/science/article/pii/S105113772...

> [A]ccording to the studies examined here, as a rule, rent control leads to higher rents for uncontrolled dwellings. The imposition of rent ceilings amplifies the shortage of housing. Therefore, the waiting queues become longer and would-be tenants must spend more time looking for a dwelling. If they are impatient or have no place to stay (e.g., in the houses of their friends or relatives) while looking for their own dwelling, they turn to the segment that is not subject to regulations. The demand for unregulated housing increases and so do the rents.

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4fterd4rk
1 hour ago
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You say rents are going down... but you want rent control? That's one way to ensure rents will never, ever go down. Every landlord will charge the statutory maximum.
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Tiktaalik
55 minutes ago
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Vancouver has rent control and rents are going down.

Though I think the likely dynamic that you're seeing here is rent growth of new build apartments is stalling and reversing, and on renewal with new tenants rents are being revised downward as there is more competition.

https://www.ctvnews.ca/vancouver/article/rent-prices-falling...

I expect that amongst apartments with long term tenants rents are still creeping upward. But that's fine. The point of rent control is to smooth out volatility. Rents can still go up, but the goal is to avoid sudden 150% increases etc.

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BJones12
34 minutes ago
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> The point of rent control is to smooth out volatility. Rents can still go up, but the goal is to avoid sudden 150% increases etc.

Is it? I mostly see rent control maximum increases below the inflation rate, suggesting a different goal (appealing to voters?). If it were just to eliminate extreme volatility I think we'd see more 5/10/20% increases and less 1/2/3% increases.

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Hacktrick
58 minutes ago
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>RealPage

This monopolistic pricing is a massive part of the issue. Hopefully the case the DOJ brought against them is progressing well. They've essentially created a cartel of landlords trying to squeeze you for every single penny.

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jihadjihad
56 minutes ago
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> Hopefully the case the DOJ brought against them is progressing well

They reached a settlement with the DOJ last week [0].

0: https://www.realpage.com/news/realpage-reaches-settlement-wi...

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vel0city
56 minutes ago
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The case concluded with a settlement that RealPage would no longer share data between competitive landlords.

https://www.justice.gov/opa/pr/justice-department-requires-r...

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cjbgkagh
29 minutes ago
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In theory that sounds like an undermining of their core value proposition, I think in practice it'll be less effective than so called 'Chinese walls'
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Groxx
58 minutes ago
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As opposed to now, where they charge the maximum they can get away with, while also colluding with each other to raise prices? Yes.
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gopher_space
31 minutes ago
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As opposed to the status quo where rents never ever go down and landlords charge the literal maximum?
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JoshTriplett
57 minutes ago
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> My landlord just introduced a new RealPage-alike to keep rents high

You should get in touch with your state AG, and point to the precedent for this being considered illegal.

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yieldcrv
56 minutes ago
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RealPage just settled with the feds, and that settlement only includes data collection to determine if its collusion in the future

So I would say anyone in the present is out of luck here

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bravetraveler
1 hour ago
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I've had a high-income job (career?) for two decades... and while I'd love a house, the realized demand is zero. The thumb remains. Case in point, the RTO fad. No certainty. I personally know at least three executives who were forced to move after building new homes.
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lvl155
1 hour ago
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Boston is seeing some headwind especially from slowdown in biotech, the main driver of growth over the past decade or so. Rents are also down. However, worth noting supply is still constrained especially if you exclude replacement-ready homes.
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stego-tech
1 hour ago
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Can confirm, this is where I’ve spent four years trying to buy a starter (2BR/2BA) home in on a single income. The biggest problem in older markets is that most housing stock is of appalling quality, requiring another five to six figures of work to get into a modern, habitable shape - unless you do the work yourself, which most can’t while they also hold down a FTE gig and deal with the return of urban commuting.

It’s bad.

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phantasmish
48 minutes ago
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A lot of lower-end housing spends some years in the hands of people who can’t afford to keep up maintenance, and/or are too old to keep up with it well (… or to keep up with cleaning). As a result, it’s all but ruined by the time someone else gets a crack at it.
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stego-tech
37 minutes ago
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Yep, and a lifetime spent moving every few years (and my obsession for details and desire to understand how everything works) means that I can see the chasm between what properties are actually worth versus what folks are asking for. I’ve seen some really pricey nightmares these past several years ($650k for a 1400sqft home with knob-and-tube electrical wiring and an honest-to-god fire bucket in the basement next to the oil heater!), and I cannot afford to take such extreme risks on the most expensive purchase I’ll likely ever make in my life.

It sucks.

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tayo42
18 minutes ago
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People get pissy about flippers but there is some scary stuff out there I don't think anyone really wants to deal with
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stego-tech
5 minutes ago
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We developed nicknames for bad flip jobs after viewing so many:

“Spray Foam Specials” - gobs of sprayfoam insulation and a fresh coat of paint.

“Gap Properties” - because who needs floorboards to actually meet?

“Skatepark Schemes” - for when the floors are so bowed you can do lip tricks at the room edges

“Flashpoint Fixers” - surface-level flip jobs that kept the knob-and-tube wiring alongside newer Romex

“Oil Derricks” - any home with an oil tank on a foundation of compacted earth or otherwise lacking a groundwater barrier

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dashundchen
7 minutes ago
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A lot of flippers aren't dealing with scary stuff like foundations or structure, that's risky and expensive. It's cheap to throw up some new drywall and vinyl floors to make it look renovated though.
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ghc
49 minutes ago
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Yep. Recently tried to sell my 2BR/2BA in Boston. Exactly 2 people visited over 3 months and several open houses and price cuts. Realtor said it's the same across the board for 2BR/2BA because the pool of entry-level buyers dried up with layoffs.

After I switched it over to a rental listing I was able to rent it out within 3 days at a significant profit. Another unit in my building rented similarly fast at a similar price. I know it's just anecdata, but it doesn't feel like the rental market is cooling down at all.

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greenie_beans
26 minutes ago
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nobody to buy at your asking price so you take the house off the market rather than match the market expectations, thereby increasing scarcity for potential buyers at a lower price who are instead forced to rent due to market dynamics
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11101010001100
1 minute ago
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Yes, I hold, sell and by stock the same way. Either it is a market, or it isn't.
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lunarcave
16 minutes ago
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From the article:

> The Bay Area continues to lose jobs across high-income sectors (-0.4% YOY), driving modest overall employment declines. These job losses have slowed compared to a year ago but remain negative YOY. Despite generating substantial spending and wealth, the AI-driven tech boom hasn’t added meaningful employment to the region.

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spike021
47 minutes ago
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I'm teetering on the edge of being able to afford a small condo (a small SFH would be nice but not as much supply) in the Bay Area (SF).

However, I keep thinking about how someone I know was laid off last year only two months after buying their first home.

I'm a SWE making OK money here but not FAANG/unicorn-level, so it's tough to imagine buying and then being on the hook for a mortgage without a job even with some savings.

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OptionOfT
44 minutes ago
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I was laid off 35 days after closing.

Absolute hell. Now, thankfully we didn't over-extend, and live by the at-least-6-months-of-savings.

We made it through, but just writing this down makes my heart rate spike.

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harmmonica
33 minutes ago
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I hate to repeat this old adage, but in case it helps to see it here: if you've been wanting to buy something, and you see yourself staying in the area and the place itself for many years, and you have some savings buffer if things go south, then buy. Don't do it because you want to magically have paper equity gains in the next 12 months. Do it because you like the place you're looking at, the neighborhood it's in, and because you have enough funds in place to get through a downturn if a layoff happened.

Of course I say all of that and it's good to know what could happen if a terrible downturn does happen like in 2008 (even the nicest Bay Area hoods prices dropped 25%+).

Last thing, single family houses, especially in the Bay Area, are typically more insulated from price drops (insulated not immune). If you can afford a small single family then it might be worth it, especially if there's expansion potential (either for yourself or the next buyer if you decide to move on). And even better if there are some cosmetic problems that are tractable because let's say you do get laid off there's nothing like building some sweat equity in the downtime.

Just my two cents having gone through similar in the past.

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kakacik
16 minutes ago
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FOMO is a powerful emotion, but like all emotions its a bad idea to make it a primary decision maker for any important matters.

Reading all this from distant Europe, its interesting (and logical) how in US the swings in prices are so extreme in both directions. In fact, most things in any regard are way more extreme in US compared to Europe. May be good for the lucky ones but long term stability or dependability this ain't.

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deadbabe
27 minutes ago
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So what you’re saying is, if you want a condo, just wait, because a price drop soon means your money will go a lot further. If you want a SFH, buy now, price drop will be small.
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klysm
46 minutes ago
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You could probably afford some really nice property not in the bay area then.
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TuringNYC
44 minutes ago
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>> You could probably afford some really nice property not in the bay area then.

Sure, but doesn't really help if the job is in the Bay Area.

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aprilthird2021
25 minutes ago
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I waited till I had the whole sale price in cash then bought, it's reduced my layoff anxiety 1000% and I'm sure it's not the savviest financial choice, but I'm happy with the security of knowing I can stay here for a long time no matter what
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francisofascii
1 hour ago
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The post doesn't have housing data to back up the claim, but the job growth by city is interesting. HCOL cities like DC and SF in the red, as you would expect. Government jobs down in DC is expected, but mostly green in other cities? What is Philly and New York doing right?
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mcdonje
1 hour ago
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But will lower demand coupled with still high interest rates actually lead to reduced housing prices?
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bluGill
1 hour ago
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Somewhat, but remember that house prices are sticky. If I can't sell my house and get into one with a similar value (both price and features) with near net zero change in my debt and payments I'm likely to stay put. Of course once I decide to move I'll be looking at cheaper and more expensive places, but if I can't break even on a like for like move why would I move? I'll just ride this market out for another 10 years. (note too that my mortgage is less than 3% - one more reason moving anytime soon would be a terrible thing for my life)

If my house is worth less than what I owe then moving (selling short) can make sense.

Houses are not just an investment for most people. There are investment factors, but they are also the place you live. Thus most people cannot just sell or not - they also have to consider where will they live next if they sell. Even if I knew exactly where the bottom would be odds are I'd still not sell because I don't have options to live elsewhere.

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toomuchtodo
1 hour ago
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~4M homes transacted in 2025. Price levels will decline over time, it's just who has to sell first. Life/forced sales (divorce, death, relo, downsize for costs, etc) are up first vs irrational sellers pining for historical price levels. Foreclosures are rising (especially in Florida, taxes and insurance going up), but not materially imho (yet? tbd based on how the economy holds up, all real estate is local).

Delistings Jump 28% as Sellers Pull Homes Off Market Rather Than Settle For Low Prices - https://www.redfin.com/news/delistings-jump-sellers-pull-hom... - November 25th, 2025

Foreclosures Rise for 8th Straight Month—These States Have the Worst Rates - https://www.realtor.com/news/trends/foreclosure-increase-att... - November 14th, 2025

Pending Home Sales Slip As Would-Be Buyers Wait For Lower Rates and Economic Clarity - https://www.redfin.com/news/housing-market-update-pending-sa... - November 13th, 2025

(real estate market participant)

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bluGill
42 minutes ago
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Of course there are always people who need to sell for whatever reason. There are a large number of people not in the market who otherwise would be, but that doesn't mean nobody is in the market.
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KerrAvon
50 minutes ago
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Do note that, even if the math works out such that the bank doesn't actually lose money, a short sale remains on your credit history for the subsequent seven years, which makes it very difficult to buy another house during that period. It's not something you want to do if you can avoid it.
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bluGill
39 minutes ago
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I said CAN not will be worth it. Details of your particular situation matter, for some they should hang on while for others the credit hit is too small to matter. You need accountants and lawyers to advise you based on your exactly situation not internet commenters.
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fred_is_fred
1 hour ago
[-]
> If my house is worth less than what I owe then moving (selling short) can make sense.

I believe this varies by state but I thought in some states the lender can come after you for the difference and in others you can just walk away (albeit with a credit ding).

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toomuchtodo
1 hour ago
[-]
https://en.wikipedia.org/wiki/Nonrecourse_debt

https://www.financialsamurai.com/non-recourse-states-walk-aw...

(have walked away from underwater fha mortgage from 2008 gfc in a recourse state, ama)

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matsemann
52 minutes ago
[-]
What we've seen in Oslo, Norway, is mostly that the market slows down. Those that get lower offers than what it previously was "worth" don't sell. So in the prices graphs it's mostly flat, but then with lower sales total. So it kinda "hides" that things are worth less as it's no transaction. And people don't dare buying before selling, so lead times are quite long.

And then they stop building new stuff while prices are low, so demand will keep prices stable, and when the interest gets lower again prices will probably skyrocket since it's not been built enough in the meantime.

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dr_kretyn
1 hour ago
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Talking from the Vancouver perspective where we have a similar situation - yes, house prices are going down. People list houses with the same price as 3-4 years ago but most close below the asking price.
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ekjhgkejhgk
1 hour ago
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> But will lower demand coupled with still high interest rates actually lead to reduced housing prices?

One theory says that either lower employement causes lower demand and therefore lower interest rates OR lower employement causes the FED to lower interest rates to stimulate spending, and in EITHER case the response to your premise of "low employement + high interest rates" should be "interest rates will come down", and separately "low employment implies low demand implies house prices will come down".

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francisofascii
1 hour ago
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There is also "Return to Office" polices that may be buoying housing prices near the urban core.
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etchalon
1 hour ago
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It has in several cities, including Austin, where I live.
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ortusdux
1 hour ago
[-]
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Workaccount2
1 hour ago
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What's fascinating to see is that around me the wealthy towns are seeing 6-7% annual appreciation whereas the lower middle class towns are in the 2-3% range.

K-shaped economy and all that I suppose.

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taeric
45 minutes ago
[-]
Ish? Look into towns that didn't have a high reliance on tech. In particular, look for ones that didn't ride the rollercoaster of really high wages that a lot of tech drove and is now flattening off.

Looks like shipping is also an industry that you probably don't want to track on this search. Other than that, places that saw modest wage growth saw similarly modest housing cost growth. And haven't seen it fall back, yet.

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TrainedMonkey
1 hour ago
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I feel like 50% of that is explained by the luxury housing build out bubble in Austin specifically.
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etchalon
1 hour ago
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We just overbuilt everything. Condos, houses, etc. There's a lot of inventory no matter what type of housing you're looking for.
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qball
54 minutes ago
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No, you just happened to build appropriately because a certain subfaction of the population weren't able to pass the typical laws that would stop building.

The housing shortage was created by regulation and it's foolish or selfish to pretend otherwise.

Austin is unique in that most of the harmful self-serving conservatism-as-in-block-and-deny-all-development that city people usually to do is constrained by the rest of the state, and as an obvious result arguably has the highest standard of living in the entire world.

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etchalon
22 minutes ago
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That's fair. "Overbuilt" was probably the wrong term.

But yeah, we built a LOT of housing and that means buyers and renters have a lot of choice.

It's hard to argue that's a bad thing unless you're a property owner who's upset their house didn't appreciate 20% in 5 years.

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awesome_dude
40 minutes ago
[-]
kind of.. and kind of not

regulation /tends/ to be introduced because builders are misbehaving (bad materials, bad workmanship, building in flood zones, etc), but the bigger problem is NIMBY who then use those laws to prevent other people building in "their" neighbourhood

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cantaloupe
59 minutes ago
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The academic consensus is that there is a housing shortage, not a surplus. Perhaps there is a local surplus in undesirable areas, but that isn’t true in cities or nationally.

https://www.brookings.edu/articles/make-it-count-measuring-o...

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nemomarx
43 minutes ago
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Austin and Texas in general have less housing restrictions than other places wrt zoning and regulation, so they could plausibly have a surplus. You can only really speak locally about any of this because location determines the market
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duped
1 hour ago
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I'm seeing homes in my neighborhood sit on the market for 3-4 months before dropping prices and finally selling, about 20-25% off the original listing.
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narcindin
1 hour ago
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Sad to see Healthcare and government employment growth outpace everything else. If we're all nurses or regulators who will build our country?
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phantasmish
38 minutes ago
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Healthcare employment’s guaranteed to keep rising until they’ve soaked up all the would-be inheritance from the Boomers.

Millennials are a large cohort, too, so it may stay steadily high for a good long while after that, after perhaps a small dip for X. Depends how much money they have for the healthcare sector to scoop up. Savings-at-same-age has been really bad for them relative to boomers, so we’ll see. May see healthcare employment shrink even as need (sans the dollars to back it up) grows, next time a demographic “lump” gets old.

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mvkel
58 minutes ago
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There's an interesting housing arbitrage happening right now. Townhomes are still selling for over asking, but single family homes -- ones that older, middle-management types would live in -- aren't receiving competitive bids.
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etrautmann
58 minutes ago
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what location?
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throwaway_0a3we
34 minutes ago
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We (me and my spouse) made an offer for a small condo and then next week company started the layoffs. Luckily we were not in that position where we spent all our savings and ended up in a position where paying mortgage would have been a huge challenge. It's been a year, have a job but uncertainity is very high. Loosing a job now means finding the next one is not very easy and no certainity that it can be a matter of month or two. We made a decision that since we have enough to pay for the downpayment and enough to pay a year of mortgage, we would not go and buy a house in Southern California. It is better to live in rented property but not safe to be in a position where you loose the property.
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websiteapi
56 minutes ago
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If this - "High-income job losses are cooling housing demand" is true, doesn't this mean UBI would never work?
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TuringNYC
42 minutes ago
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>> If this - "High-income job losses are cooling housing demand" is true, doesn't this mean UBI would never work?

If UBI were national, it would work beautifully, because depending on the UBI amount, it could allow people to finally untether geographically. You could spur a rebalancing of irrational demand in HCOL cities due to jobs away from HCOL to LCOL

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nilamo
43 minutes ago
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I don't see how one follows the other.

On the one hand, less high earning employees seems to logically indicate that large purchases would also go down.

And on the other hand, a program to give everyone a little eating money would never have been able to pay for a house, anyway.

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mwkaufma
43 minutes ago
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Stating a 20-year trend like it's a new development :P
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monkeydust
1 hour ago
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Any evidence if this is global trend in developed countries?
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nemomarx
1 hour ago
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All of the examples in the article seem to be the us, so I think they're only looking at local trends.

Are other developed countries firing people in the same way rn?

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harmmonica
1 hour ago
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A drop in housing prices might be the only silver lining if an actual recession hits (whether the official statistics will actually admit to a recession is debatable of course).

That said, even if housing prices drop materially and eventually bottom it will provide little opportunity for "normal" folks to buy in if they're jobless. Will be interesting to see if Fed interest rate cuts translate to mortgage rate cuts, and whether those rate cuts lessen any price drops.

I've said this before on here, but the historical price-to-income for housing has been something like 4x. Today it's 7x (that is as insane as it sounds). A long way to revert to the mean unless you really think "this time is different."

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al_borland
1 hour ago
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Housing prices dropping aren’t so good for those who own homes. It is also likely there will be a feeding frenzy of investors snatching up homes. I had a hard time buying a few years ago, because investors kept out-bidding me with all-cash offers. I had to raise my price target to move outside of their impulse buy range, which I was not too happy about.
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tossandthrow
34 minutes ago
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The dynamic here is that investors accept 3% return for housing because there are no good alternatives.

The expected return is considerably higher now, this should mean that houses should be traded at PR at around 20 again (as opposed to upwards of 30 when there was no better investments to be made).

Investors will likely not be an issue as long as we don't go into zirp again.

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pavel_lishin
19 minutes ago
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> Housing prices dropping aren’t so good for those who own homes.

Isn't it only bad news for people who are selling their homes?

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jeremyjh
1 hour ago
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So lower prices mean higher prices?
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skybrian
1 hour ago
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How do you know they’re investors?
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mcny
1 hour ago
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What I am worried about is won't building new homes slow down to a crawl or stop completely if the r word is confirmed?
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jfghi
1 hour ago
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I think with the amount of corporations and existing homeowners buying homes that the demand is strong enough to keep prices high no matter what happens. There are billions of dollars set aside to gobble up homes in the event of a price drop. In my area, 20 percent of homes are owned by investors and realtors delist homes that don’t sell as opposed to drop price.
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phantasmish
30 minutes ago
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> In my area, 20 percent of homes are owned by investors and realtors delist homes that don’t sell as opposed to drop price.

This has been so weird to see over the last couple dips.

In the ‘08 crash, banks were sitting on houses that were developing mold issues because they had been sitting vacant so long. These houses were getting more damaged and less desirable by the day, and before long would require hundreds of thousands of dollars to fix (up from the low-tens already evident) but they still preferred to sit on them. They weren’t listed, or were listed but at too-high prices and they were just ignoring offers, not even responding.

Then you look at “depressed” housing prices that are still way over historic norms, so you’d think builders would keep going… but no, they totally halt all work, no new houses until prices are heading up again.

Something’s super messed-up about the housing market in ways that it wasn’t in the last millennium. Recessions don’t even fix it, they just make everything pause.

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HPsquared
1 hour ago
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On the other hand, it'll get cheaper to build new houses as material and labour costs should fall. Might be hard to get finance though.
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shuckles
1 hour ago
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People say this a lot, but it makes no sense to me. A recession comes with lower incomes and wealth for everyone, so affordability doesn't change for the average person. It only increases it for those who had a short position in their asset allocation, but that's just investment outperformance which you can have even without a recession.
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harmmonica
7 minutes ago
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You're generally right except it's not true for everyone. Every recession that hits a lot of folks just keep their jobs and their salaries. Maybe their stock portfolios (for the few who have those outside of 401k's) take a hit. But the key is that if there's a real estate downturn, almost every single home (house, condo and even land) takes a hit and so you end up with a situation where all the inventory drops in price, but not all the eligible buyers "drop in price" (i.e., not all eligible buyers suffer a downturn and so, net, you actually get more people into homes).

The key of course is that the downturn isn't so massive (hello 2008!), where the blood flows so freely that the layoffs/foreclosures/etc. overwhelm the eligible buyer pool in absolute numbers. That can for sure happen, but is atypical historically.

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jacquesm
1 hour ago
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Be very careful what you wish for. That's not much of a silver lining.
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rockskon
1 hour ago
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It's 7x these days largely due to the 0% interest rate environment we had for so long.
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HPsquared
1 hour ago
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I wonder what it is in "monthly cost as a fraction of monthly income".
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standardUser
1 hour ago
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Desirable metros seem to have very sticky prices. San Francisco, where I lived for 15 years, turned into a grotesque caricature of what it once was, but prices barely budged (and for most of that transition, they surged wildly). Sure, it's no longer the single most expensive rental market in the country, but it's still one of the highest despite quality of life degrading massively and even a big decline in population.
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potato3732842
1 hour ago
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The illustration is misleading because it forces things into three buckets, two of which are colored to indicate "not good". But still, that bottom right corner of the graph is telling.

Also pretty disgusting to me that healthcare is "growing faster than normal" across the board. You'd think it'd be "growing the normal rate" at least somewhere. It's not like population is growing faster than normal across the board. Isn't 20% of the GDP enough for an industry that's fundamentally a cost center of society? Wars have been fought over less.

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jerlam
1 hour ago
[-]
The elderly are on Medicare, and health care providers know they can treat much more aggressively when the government is picking up the tab. Despite the fact that in a purely economic sense, it is more important that children and young adults get health care.

When I went to the doctor about fatigue, the advice given to me was to stop exercising and take a break.

When my father went to the doctor about fatigue, they gave him a full blood panel and scheduled a cardiologist and respiratory therapist visit.

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trollbridge
1 hour ago
[-]
An aging population combined with people generally being a lot less healthy (eg look at obesity or diabetes rates) means we either let people die off, or else spend more and more on healthcare.
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bluGill
1 hour ago
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The large baby boomer generation is getting old, and thus their costs will go up just by nature of old people needing more. They are also realizing that health is the largest factor in how long they will live (not to mention that they likely started smoking before people realized how harmful it was - most have long quit but with unknown damage done. There are other choices that they often made that are now questionable)

Which is to say I expect spending to go up just for demographic reasons of large numbers of people starting to care. Don't confuse this for thinking all is well with health care costs.

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bell-cot
1 hour ago
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Healthcare is a non-negotiable way to extract money from people. And the industry is swimming in opaque complexities, IP, monopolies, monopsonies, and sweetheart regulation. Why the h*ll should they limit themselves to a mere 20%?
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doctorpangloss
1 hour ago
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What’s the maximum price you’d pay for a cure to a rare, fatal pediatric disease?

Answer this question, and you’re on the journey to the solution to the problem you are talking about. Tell me some BS why the question doesn’t matter or is wrong or whatever, and discover why “Dunning Kruger” is at least part of the answer.

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potato3732842
1 hour ago
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>Answer this question, and you’re on the journey to the solution to the problem you are talking about. Tell me some BS why the question doesn’t matter or is wrong or whatever, and discover why “Dunning Kruger” is at least part of the answer.

I posit that the people who hold an ideology, moral compass, world view, or whatever else you want to call it, that permits the question to even be framed in this way are a root problem exacerbating many other problems in society, healthcare likely being one.

I don't know what the "solution" is but the fact that ~1:5 dollars in this country is spent on maintenance of the human body is just wild and likely unsustainable or indicative of some gross error in how we measure such things.

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Spivak
1 hour ago
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From experience from my peers getting pregnant it's the cost of a "selective reduction" (which can be 1 to 0). Newly pregnant friends are spending $$$ on tests in utero to weed out children with such things.
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doctorpangloss
49 minutes ago
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well, you didn't answer the question, but it sounds like you are saying $40,000? how much do you think Orchid costs? do you think it even works?

$40,000 cap would exclude all the therapeutics targeting rare disease being developed today. not just pediatric. all. it would exclude tirzepatide, which costs $250,000 to $400,000 for most people. if you want to cure obesity. and by the way, congress expressly banned paying for all weight loss treatments from medicare.

> Newly pregnant friends are spending $$$ on tests in utero to weed out children with such things.

do you think pregnancies at age 40 compared to pregnancies at age 20 are more expensive, or less expensive? define expensive, yes? and what price should the government pay? should it pay 40 year old mothers different than 20 year old mothers?

it's too bad that i'm being downvoted, since you're engaging with the question and hopefully it is really illuminating why there are no easy answers to capping healthcare costs. it starts with people, especially people who think of themselves as being very smart, being unable to specify a max price they are willing to pay, which is conceding that a market-based solution can exist but be very deeply flawed.

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georgeburdell
1 hour ago
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Anecdotally, in my corner of the Silicon Valley, I've been looking to trade up homes from my 7/10 district to a nearby 10/10. Over the last year, I've seen the comparable properties in 10/10's rise about 10%, while my 7/10 has gone down about 5%. Both areas are very short commutes to high tech.
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varenc
56 minutes ago
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Talked to a real estate agent recently and she mentioned a similar trend in the bay area.

"Luxury homes", $3M+, are hot right now with prices risings. Whereas lower cost non-luxury homes are seeing less growth. It's a weird world.

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blackjack_
32 minutes ago
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Things are visibly cooling up here in Marin, houses are actually sitting on the market (even just at the end of last year houses were generally scheduling offer dates and picking the best one). Some of this is just seasonal cooling, so I'm wary to draw any larger conclusions... but I'm seeing a lot lot more `for sale` signs than I'm used to.
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nemomarx
49 minutes ago
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K shaped economy I guess? More and more spending is driven by the top, so maybe housing that aims to capture that still sells fast but more normal housing struggles
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engineer_22
1 hour ago
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We're in a recession.
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QuercusMax
1 hour ago
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I saw HUGE ramen displays yesterday at Safeway, including some of the less common flavors like blue (Soy Sauce, formerly "Oriental") and yellow (Creamy Chicken).

I can't find the blog post from the last major recession where people were talking about all the crazy flavors you only see when the economy is REAL bad.

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bluedino
1 hour ago
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I was always taking noodle bowls to work. Fill with water, microwave, enjoy at my desk. A dollar or two.

Couldn't believe how many people would go to the sushi restaurant at the base of the building and spend $25 on lunch a couple days a week. Yikes.

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vunderba
1 hour ago
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Noodle bowls are usually pretty high in saturated fat (between 8-15 grams on average). I can't imagine eating them daily.

At the very least you should consider steaming some vegetables (also very cheap), slice them up, and mix'em in to get some moderate nutritional value from it.

https://www.health.harvard.edu/heart-health/whats-your-daily...

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sph
46 minutes ago
[-]
Saturated fat is not the problem. Fat with carbohydrates in the same meal is.

The problem with ramen is the amount of carbs and little nutrition which only spikes your insulin and makes you hungry 2 hours later if your metabolism is not great, not saturated fat in a vacuum. I wish popular knowledge about food had moved on from the misguided research of Ancel Keys already.

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sph
1 hour ago
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Wheat in a watery soup flavoured with monosodium glutamate isn't very nutritious compared to rice and fresh fish. There's a reason ramen costs a dollar or two compared to sushi.
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bluedino
47 minutes ago
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What about fried shrimp, bbq sauce imitation crab, mayonnaise and cream cheese? Because that's what most of the 'sushi' is at that place.
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foogazi
1 hour ago
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> Fill with water, microwave, enjoy at my desk

Getting lunch with coworkers once in a while doesn’t hurt

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bluedino
1 hour ago
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Sure. And there's also shared lunchroom areas you can take your own lunch to.
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kulahan
1 hour ago
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It's not nearly as filling, but I saw a character on TV smashing up their noodles and pouring in the powder, shaking the bag, and eating them like popcorn. I've become incredibly addicted.
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potato3732842
1 hour ago
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Prepare it and eat it per the instructions and it's infinitely more filling.

Also there's fairly wide variance in calorie count brand to brand for the same size square, not sure why.

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vel0city
47 minutes ago
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Ramen noodle chips are definitely a thing. Quite tasty too. Very crunchy.

https://www.heb.com/product-detail/15219522?shoppingStore=79...

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mystifyingpoi
1 hour ago
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Are they doing it on company time? Because it might just be true that both you and your sushi eaters get net result 0 from this meal.
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bluedino
54 minutes ago
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You don't get an hour lunch?
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lo_zamoyski
45 minutes ago
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You don't have to spend $25, of course, and you can make lunch. But microwavable noodle bowls, especially at your price point, are terrible for your health.

Why do people cheap out on food, but spend that money on less important things? We're talking about your health here! It's even worse when people with high incomes do it.

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BizarroLand
1 hour ago
[-]
Unless you're making them yourself or at least customizing them a good bit, noodle bowls are pretty unhealthy food.

Nothing fresh in them, high sodium, freeze-dried ramen or noodle bowls were originally survival food and should be treated as such.

Not saying don't eat them, and I don't know your socioeconomic background or anything, but if you want to eat them or have to eat them, try to add a little something extra into them.

A cup of shredded cabbage and/or a few cherry tomatoes and/or a half cup of onion slices and/or an egg, things like that should be cheap and easy to add and will help dilute the sodium and add a healthy component to the meal, and your kidneys and heart will thank you for it.

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QuercusMax
25 minutes ago
[-]
A few years ago when I started WFH full-time I attempted to make "healthy" noodle bowls using Indomie ramen as a base. Indomie packets are smaller than Top Ramen, so they have less carbs / salt. I'd stir fry the noodles with a bunch of veggies like shredded cabbage, onions, and peppers, and toss in some protein (leftover chicken, cubed tofu, etc). Seemed pretty healthy!

Until my blood sugar (A1C) and blood pressure numbers started climbing...

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vel0city
45 minutes ago
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I don't disagree with a lot of what you said (need to really dress up the ramen to make it even close to healthy) but FWIW ramen isn't usually freeze dried it's just fried until fully dried out.
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lo_zamoyski
37 minutes ago
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> I don't know your socioeconomic background or anything

It sounds like a habit drawn from poverty, but frankly, you'd have to be really poor to reach for something like this daily (I'm talking extreme survival situations that even the homeless don't typically face). Those with low income can still get much better food at a reasonable price. They don't need to shop at Whole Foods.

I'm not sure you can even eat like this for very long either. The malnutrition is that bad. Expect high medical care costs or an early death down the line.

Penny wise, pound foolish.

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BizarroLand
28 minutes ago
[-]
If they're eating a reasonable breakfast and dinner, having instant ramen for lunch isn't anything close to a death sentence, it's simply not ideal.

But, odds are, the person who eats instant ramen 5 lunches a week isn't going home to a balanced dinner and likely eats fast food or frozen dinners most nights, which is why I suggested adding a few inexpensive extras.

A cup of pre-shredded bagged cabbage would add ~$0.50 to a ramen meal. If they do 30 minutes of meal prep on a sunday they could pre-portion a full portable soup container with all of the extras for the week and be ready to go for maybe an extra dollar a day.

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ssl-3
1 hour ago
[-]
"Hey, I heard you like eating sushi. Have you ever tried having a bowl of par-cooked microwaved noodles, instead? It's basically the same thing!"

Edit: The last time I worked in an office building, I had a limited time for lunch. I could have brought in ramen, or purchased something from the decently-stocked break room coolers. I could have sat at my desk or gone outside or eaten in the break room.

And sometimes, I did do those things.

But what I quickly discovered was that what I wanted on my lunch break was primarily a break.

I wanted to get the hell away from that place, surround myself with something completely different, and spend time relaxing my brain before getting through the second half of the day.

So I often went out to get lunch.

But because time was limited, it had to be nearby, and my options were thus very limited.

So I ate a lot of bargain-menu Wendys and tacos from Qdoba because I could get there, and eat, and relax a bit, and be back on time.

If there were instead a sushi place right downstairs, I'd have probably hit that once or twice a week, too. It would have had a higher monetary expense, but my brain would have thanked me for the extra time to unwind and I'd have had a better and more-productive rest of my day and come home in a better mood than I might have otherwise.

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gruez
1 hour ago
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Are you sure they're not trying to capitalize on the ramen craze from kpop demon hunters?
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pavel_lishin
18 minutes ago
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Creamy Chicken is virtually impossible to find in stores where we live!
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pinkmuffinere
1 hour ago
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Someone please tell the stock market, I moved my investments to be more risk averse and it hurts to watch the green line go up.
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thatfrenchguy
1 hour ago
[-]
There is generally no point in doing this, keep a constant asset allocation that match your risk appetite, otherwise you're just playing the casino.
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caminante
1 hour ago
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Timing the market is bad, but I'm reading "risk averse" as selling equities and buying bonds.

The problem is that this recent equities run has been extra terrible for more conservative 60/40 portfolios [0].

[0] https://www.morningstar.com/economy/6040-portfolio-150-year-...

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dboreham
46 minutes ago
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> selling equities and buying bonds

There's an intermediate option: sell high P/E stocks and buy lower P/E stocks with dividend paying history. There are ETFs designed for this purpose too.

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tossandthrow
28 minutes ago
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That is also what I read in going risk averse.

In particular bulking up in EM, EU, and small cap. And slimming down in us large cap.

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alistairSH
1 hour ago
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Almost all of the gains on SP500 are from 7 stocks - I'll let you guess which 7. The market overall is nowhere near as exuberant.

https://www.washingtonpost.com/business/2025/11/24/sp500-sto...

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anonymars
1 hour ago
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They say time in the market generally beats timing the market
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outside1234
1 hour ago
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The market can stay insane longer than you can stay insolvent.

Also, its possible that the market thinks job losses are good (aka that AI is replacing jobs)

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reactordev
1 hour ago
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The brutal truth…

Stocks go up, wages and income go down, things keep on keeping on because AI has quietly replaced you.

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jvanderbot
1 hour ago
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First time?
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iwontberude
1 hour ago
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Except in reality this isn’t happening outside of press releases. God y’all drank the koolaid.
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stego-tech
1 hour ago
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You and me both, but working poors like us should be investing for long-term gains, not short-term returns. I put my money into bonds and international indices because I want to be better protected when the AI CAPEX bubble pops here, but I have no idea when that’ll happen.

We can’t time the market, but we can protect the scraps we’ve accumulated at least.

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rvz
1 hour ago
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We were already in one following the tech correction since Nov 2021. [0]

The problem here is some waited for too long to be told we are now in a recession, then some politicians tried to redefine it.

But that is nothing compared to what will happen in the next 5 - 10 years. Nothing goes up forever. The only hint is that we need to prepare before 2030.

[0] https://news.ycombinator.com/item?id=29508238

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anonymars
40 minutes ago
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Not for nothing--I'm no optimist either--but, by what measure? I see at most one quarter of negative GDP[0]. The US market is up at least 50% since then.

[0] https://fred.stlouisfed.org/graph/?g=1OmuJ

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micromacrofoot
1 hour ago
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objectively we're not yet, but things are certainly weird
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mistrial9
1 hour ago
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bifurcation, and more
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andrewstuart2
1 hour ago
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Objectively, I'm not sure we can reliably say any longer, given how much pressure has been put on formerly objective reporting agencies to conform to this administration's narrative.
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jacquesm
1 hour ago
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Crashing the economy is of course going to have knock on effects. I don't think anybody should be surprised by this?

Housing is essentially a bottomless pit when the economy is good, it can sink any amount of money because it is an absolute necessity. So when people have money they'll use it to bid against each other for a scarce resource. But when the economy pauses or even starts to shrink then that surplus evaporates and one of the first indicators that this is happening is the demand for housing. Usually the result will be some price adjustments and after that it is business as usual. But if the cuts go deeper then there may be more substantial effects.

The only thing that is holding the US economy afloat right now is the fact that there are still a couple of levers of power that Trump hasn't gotten his fingers on. When and if that happens I fully expect things to go into freefall.

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dboreham
51 minutes ago
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Having been shafted in three housing boom cycles, I'm somewhat eagerly awaiting the crash this time so I can buy something at a discount.
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