Davos felt like a global ideas conference with elite vibes and thin solutions. AI talk shifted from fear to acceptance, while housing fixes turned into political theater full of carveouts and long-shot proposals. We break down why none of it moves the needle for real affordability, then zoom out to the real story: money, confidence, and a monetary system under pressure. As Ray Dalio warns and gold keeps signaling stress, Treasury yields do the real talking, because when the 10 year moves, everything follows.

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🔗 Resources:

Recklessness is the spending of governments (DiscloseTV via X)

Ray Dalio monetary order is breaking down (Pete Rizzo via X)

Build-to-rent is exempt from White House’s order to 'ban' institutional homebuying (ResiClub)

Understanding institutional landlord Invitation Homes’ new housing market bet (ResiClub)

A 10% cap on credit card rates would be an "economic disaster..." (Yahoo! Finance via X)

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Davos Talks, Bond Markets Decide & Jamie Dimon Gets Sassy