PPCC: Pisitófilos Creditófagos. Invierno 2025

[senslev]

[Derby]

https://finance.yahoo.com/news/blackstone-stock-sinks-after-trump-plans-steps-to-ban-institutional-investors-from-buying-single-family-homes-184525826.html

Blackstone stock sinks after Trump plans steps to ban institutional investors from buying single-family homes

Blackstone (BX) stock fell as much as 5% in midday trading on Wednesday after President Trump said in a Truth Social post that he will be "taking steps to ban institutional investors from buying more single-family homes."

In his post, Trump said he would be calling on Congress to codify a ban on the practice, writing that "people live in homes, not corporations."

"For a very long time, buying and owning a home was considered the pinnacle of the American Dream," Trump said. "That American Dream is increasingly out of reach for far too many people, especially younger Americans."

Blackstone, the asset management giant which manages more than $1 trillion, has spent the fast few years building one of the largest rental housing portfolios in the country, buying hundreds of thousands of single-family homes and apartments.

Blackstone, which told CNBC in August that it owns "less than 1% of the housing available" in each market where the asset manager operates, often renovates and then re-lists properties.

Critics of the firm have accused the firm of buying up homes en masse in what is already a thinly-stretched housing market, reducing availability and pushing prices higher.

Trump said in his post that he would discuss the topic further, along with other housing and affordability-related proposals, at his upcoming speech at the Davos conference near the end of January.

https://www.ft.com/content/70ad697f-f970-41ea-8527-274d4f4915a8

Donald Trump moves to ban institutional investors from buying single-family homes

Change would hit buyout groups Blackstone and Cerberus that have amassed large residential portfolios


President Donald Trump said home ownership was ‘increasingly out of reach for far too many people, especially younger Americans’ © AFP via Getty Images

President Donald Trump has said he wants to ban big investors from buying single-family homes in the US, posing a challenge to private capital groups that invest heavily in real estate.

“I am immediately taking steps to ban large institutional investors from buying more single-family homes, and I will be calling on Congress to codify it. People live in homes, not corporations,” Trump said in a post on Truth Social on Wednesday.

His move could affect private equity groups such as Blackstone and Cerberus that have amassed large residential portfolios. Blackstone shares fell as much as 6 per cent following Trump’s post.

The president said home ownership was “increasingly out of reach for far too many people, especially younger Americans”.

“I will discuss this topic, including further Housing and Affordability proposals, and more, at my speech in Davos in two weeks,” the president added.

[Derby]

https://www.marketwatch.com/story/u-s-economy-is-barely-adding-new-workers-job-openings-stay-stuck-near-5-year-low-d52fa4a3

Help wanted? Not really. U.S. economy is barely adding workers.

Almost as many jobs are destroyed as are created


Companies are still hiring, but they are not filling jobs as quickly as they did a few years ago. Photo: Getty Images

It’s not quite true that the U.S. now has a “low-hire, low-fire” labor market, as economists often remark. What’s more accurate to say is that businesses are barely creating more jobs than they destroy.

The November report on U.S. job openings shows this unusual state of affairs in the labor market.

New hires in November totaled 5.12 million, compared with 5.08 million separations — that is, layoffs, job quitters, retirements, deaths and so forth.

The huge U.S. economy, in fact, creates and destroys millions of jobs every month in both the best and worst of times. What matters most is whether it adds more jobs than it eliminates.

Right now, the labor market seems to be treading water.

The exceedingly small gap between hires and separations illustrates just how weak the labor market has gotten since the spring. The economy is barely adding net new workers.

The weakness of the labor market was also evident in U.S. job openings. They fell by 300,000 in November to 7.15 million, and were at the second-lowest level since the tail end of the COVID-19 pandemic.

The report is two months old, but more recent surveys suggest there has been little improvement in the labor market. The Federal Reserve’s biggest worry about the economy is a rising unemployment rate.

The Fed wants to prevent any further deterioration in the labor market, and it has already cut interest rates three times since September to try to prop it up.

Key details: Almost all the new job openings were in retail, warehouses and transportation — basically the package-delivery system for online sales.

Almost every other major industry showed fewer job openings in November.

The percentage of job quitters remained near a postpandemic low, reflecting how hard it has become to find a job. Fewer people quit when they can’t be sure they can find other work.

Big picture: The economy is hardly creating any new jobs — the residue of a tumultuous year marked by soaring U.S. tariffs, major government layoffs, a crackdown on immigration and growing use of artificial intelligence.

The saving grace is a relatively low level of layoffs. Although the unemployment rate has risen, it’s still extremely low at 4.6%.

Economists predict hiring will gradually recover in 2026, but the labor market is likely to remain weak for a while.

Looking ahead: “For many workers, the labor market has effectively become a game of musical chairs where the music has stopped and everyone is simply staying in the seat they have,” said Cory Stahle, senior economist at Indeed Hiring Lab.

“Without a healthy churn of workers moving to better opportunities, the [labor] market is losing the dynamism that typically drives wage growth and economic momentum.”

[Karunel]

Blackstone stock sinks after Trump plans steps to ban institutional investors from buying single-family homes

Vaya, vaya. Creo que esa no salía en ninguna quiniela.

[breades]

Blackstone stock sinks after Trump plans steps to ban institutional investors from buying single-family homes

Vaya, vaya. Creo que esa no salía en ninguna quiniela.

Lo que está fuera de toda duda es la credulidad con cada afirmación que hace el tipo este, sabiendo como sabemos cuáles son sus origenes y su desempeño como 'mogul'.

[Derby]

https://www-hintergrund-de.translate.goog/soziales/sozialabbau/wohnungskrise-vom-markt-zum-staatsversagen/

Housing crisis: From market failure to state failure

Without a fundamental realignment, the dramatic crisis in housing provision cannot be overcome.


Photo: Derks24; Source: Pixabay; License

That the shortage of affordable housing, observed for many years, has developed into a comprehensive supply crisis, affecting even the much-discussed "middle class" and leading to dramatic social upheaval, is no longer disputed by any political actor. From the municipal to the federal level, from the AfD to the Left Party, from tenants' associations to real estate and business associations, there is a unanimous warning of a "social time bomb" and a demand for swift action. However, the respective proposals for overcoming this crisis differ significantly depending on the interests at stake, ranging from "unleashing the housing market" through tax breaks for private investors and comprehensive deregulation of construction and tenancy law to extensive public housing programs, strict rent controls, and the socialization of the holdings of large real estate corporations.

The figures are indeed dramatic. The shortage of affordable housing is estimated at up to two million units, and new construction has stagnated. Because this shortage, driven by market forces, leads to skyrocketing rents, millions of households now have to spend 40 percent or more of their income on housing costs. According to a widely cited study by urban sociologist Andrej Holm, this burden now threatens the subsistence level for 13 percent of all households in major cities. Finding an affordable apartment is now virtually impossible in many cities; 200 or more applications for available apartments are not uncommon.

The number of people without permanent housing has risen accordingly. The latter, however, represent only the visible tip of the iceberg. According to official statistics, there are currently around 50,000 to 60,000 homeless people nationwide who live entirely or predominantly on the streets. However, the actual number is likely to be significantly higher. Nearly 500,000 people are considered homeless if they have been placed in accommodation by the authorities, meaning they do not have a rental agreement. Here, too, a considerable gray area must be assumed, as many homeless people manage to get by informally with acquaintances or in precarious, undocumented subletting arrangements.

Berlin is the most prominent hotspot for housing insecurity. As the responsible Senate Department informed a member of parliament a few months ago, there are currently around 55,000 registered homeless people in the city. This figure does not include refugees who, despite having residency status, continue to live in communal and collective accommodations, nor does it take into account the aforementioned gray areas. The state government expects the number of registered homeless people to rise to almost 90,000 by the end of the decade.

But how could all this have developed? Why is a country that for a long time had one of the richest and most stable economies in the world unable to guarantee adequate housing as one of the basic social needs for all segments of the population?

[Derby]

https://www.apricitas.io/p/america-is-losing-blue-collar-jobs

America is Losing Blue Collar Jobs

For the First Time Since Early COVID & the Great Recession, the US is Losing Jobs in Manufacturing, Construction, & Other Blue Collar Industries



America is losing jobs in blue-collar industries, something that last occurred during the initial shock of the early pandemic and the depths of the Great Recession. The country is down 65k industrial jobs over the last year, a dramatic reversal from 2024, when the US added a lower-than-usual but still respectable 250k jobs. A major slowdown has hit all blue-collar sectors this year, including construction, mining, and utilities—though manufacturing and transportation are driving the vast majority of US job losses.



In total, employment across trades and industry is now down 123k from the all-time peak reached in early 2025 and has been declining nearly every month since February. This is likely underselling the damage as well, since preliminary estimates for upcoming annual jobs data revisions suggest an additional loss of 100k manufacturing jobs and 30k construction jobs.



Manufacturing jobs have been suffering the longest, with employment declining for more than two years straight at this point as the sector’s share of the total US workforce shrinks to a record low of less than 8%. Transportation equipment (mostly car manufacturing) and electronics lead the losses, but the decline has been remarkably broad-based, with all major industries except metals & nonmetallic minerals bleeding jobs. In total, the US has now lost more than 200k manufacturing jobs compared to the recent peak in early 2023.



Yet the biggest shift this year has been the rapid decline in construction sector job growth, which has only added 52k jobs over the last twelve months, compared to 191k the twelve months prior. Residential contractors—including plumbers, electricians, roofers, and other specialty workers—have seen by far the most dramatic shift, losing nearly 55k jobs over the last year alone.

The causes of this blue-collar downturn are multifaceted—manufacturing remains in structural decline amidst the slowdown in demand for durable goods and consumer electronics. The early-COVID homebuilding boom has ended as builders finish work on the large number of projects that began in 2021/2022. Employment in oil & gas extraction continues to drop as crude prices sink to the lowest level since 2021. Transportation and warehousing jobs are declining as the trucking sector struggles.

Yet recent federal policy moves have been counterproductive. Tariffs are hurting blue-collar employment by raising the costs of manufacturing inputs. Immigration raids are disproportionately hurting the construction sector. Cuts to industrial policy subsidies have helped push factory construction down more than 8% over the last year. The administration’s desired “blue-collar boom” is not happening; quite the opposite.

[Saturio]

https://www.apricitas.io/p/america-is-losing-blue-collar-jobs

America is Losing Blue Collar Jobs

For the First Time Since Early COVID & the Great Recession, the US is Losing Jobs in Manufacturing, Construction, & Other Blue Collar Industries



America is losing jobs in blue-collar industries, something that last occurred during the initial shock of the early pandemic and the depths of the Great Recession. The country is down 65k industrial jobs over the last year, a dramatic reversal from 2024, when the US added a lower-than-usual but still respectable 250k jobs. A major slowdown has hit all blue-collar sectors this year, including construction, mining, and utilities—though manufacturing and transportation are driving the vast majority of US job losses.



In total, employment across trades and industry is now down 123k from the all-time peak reached in early 2025 and has been declining nearly every month since February. This is likely underselling the damage as well, since preliminary estimates for upcoming annual jobs data revisions suggest an additional loss of 100k manufacturing jobs and 30k construction jobs.



Manufacturing jobs have been suffering the longest, with employment declining for more than two years straight at this point as the sector’s share of the total US workforce shrinks to a record low of less than 8%. Transportation equipment (mostly car manufacturing) and electronics lead the losses, but the decline has been remarkably broad-based, with all major industries except metals & nonmetallic minerals bleeding jobs. In total, the US has now lost more than 200k manufacturing jobs compared to the recent peak in early 2023.



Yet the biggest shift this year has been the rapid decline in construction sector job growth, which has only added 52k jobs over the last twelve months, compared to 191k the twelve months prior. Residential contractors—including plumbers, electricians, roofers, and other specialty workers—have seen by far the most dramatic shift, losing nearly 55k jobs over the last year alone.

The causes of this blue-collar downturn are multifaceted—manufacturing remains in structural decline amidst the slowdown in demand for durable goods and consumer electronics. The early-COVID homebuilding boom has ended as builders finish work on the large number of projects that began in 2021/2022. Employment in oil & gas extraction continues to drop as crude prices sink to the lowest level since 2021. Transportation and warehousing jobs are declining as the trucking sector struggles.

Yet recent federal policy moves have been counterproductive. Tariffs are hurting blue-collar employment by raising the costs of manufacturing inputs. Immigration raids are disproportionately hurting the construction sector. Cuts to industrial policy subsidies have helped push factory construction down more than 8% over the last year. The administration’s desired “blue-collar boom” is not happening; quite the opposite.

Será por la IA.

[AbiertoPorDemolicion]

Blackstone stock sinks after Trump plans steps to ban institutional investors from buying single-family homes

Vaya, vaya. Creo que esa no salía en ninguna quiniela.

Lo que está fuera de toda duda es la credulidad con cada afirmación que hace el tipo este, sabiendo como sabemos cuáles son sus origenes y su desempeño como 'mogul'.

quizá ahora mismo, el único que tiene "caudal político" para decir eso es Trump, sin que le caiga una lluvia de tomatazos, o una campaña mediática poniéndole de rojazo, antisistema o cualquier barrabasada de esas que nos tienen acostumbrados. Solo habría que tirar de hemeroteca y leer lo que ha dicho la prensa pisitófila sobre otros que han dicho lo mismo que Trump. 

A ver esta vez con que salen los Bernardos, Lacalles y demás para desmontarlo. Aunque no se van a atrever con el Jefe de los Jefes. Posiblemente se van a callar como p. como buenos cobardes que son (solo se atreven con los pobres). Lo van a silenciar en sus medios.

[senslev]

Blackstone stock sinks after Trump plans steps to ban institutional investors from buying single-family homes

Vaya, vaya. Creo que esa no salía en ninguna quiniela.

Lo que está fuera de toda duda es la credulidad con cada afirmación que hace el tipo este, sabiendo como sabemos cuáles son sus origenes y su desempeño como 'mogul'.

Why Protecting Homebuyers Might Mean Protecting Prices

Stripped of the politics, Trump’s message is that housing is for people, not portfolios.

He’s arguing that affordability has broken down so badly that the government needs to step in and stop large institutional investors from buying more single family homes. Not force sales. Not unwind the past. Just draw a line under future purchases. The framing is moral as much as economic because families should be competing with families, not with capital pools that can bid endlessly and wait forever.

That’s why more matters. This isn’t a mass liquidation threat. It’s a demand side choke point aimed at the marginal buyer going forward.

What That Would Actually Do To Housing

At a national level, it wouldn’t magically fix prices. Big institutions don’t own most homes. But that’s not how markets move.

Prices move at the margin. by who shows up to bid on the next house. And in certain metros, especially in parts of the Sun Belt, institutional money does show up consistently. Taking that buyer out of the room cools bidding pressure in specific neighborhoods, especially at the starter home level. That’s where first time buyers feel it.

But here’s the catch: if you block institutional buyers without increasing supply, you don’t solve the system, you just rearrange it. Some homes shift back to owner occupiers. Some renters get squeezed. Some markets stall. You reduce competition in one place and increase stress in another.

This is why policies like this rarely deliver clean outcomes on their own.

Why This Starts To Look Like A Backdoor Bailout

The bailout concern isn’t crazy, and it’s not conspiratorial. It’s historical.

After the last housing crash, the government explicitly invited large investors in to stabilize prices. Foreclosed homes were sold in bulk. Rental programs were encouraged. The goal was to stop prices from falling further. It worked but it also created today’s institutional footprint.

Fast forward to now. If institutions are already under pressure with higher rates, refinancing risk, slower rent growth and then you cap their ability to keep buying, you set up a problem…how do they exit without crashing prices?

That’s where bailouts sneak in quietly.

Not as a check with the word bailout on it, but as…

• government purchase programs,
• subsidized affordability initiatives that set price floors,
• guarantees, tax credits, or financing structures that let portfolios be absorbed without market pain.

It gets sold as helping buyers. But it also protects existing holders from a disorderly unwind.

The Bigger Picture

This isn’t really about punishing Wall Street or saving homeowners. It’s about managing downside risk in a system that can’t tolerate falling home prices.

Blocking future institutional demand is politically clean. Letting prices fall sharply is not. So the tension is obvious that if you stop new buyers but still can’t allow a collapse, the state ends up backstopping the exit…directly or indirectly.

That’s how affordability policy can quietly turn into a bailout.

Not because it was the plan from the start, but because once housing becomes financial infrastructure, the government doesn’t let it fail cleanly.

https://x.com/onechancefreedm/status/2008992145055551928?s=20

[sudden and sharp]

Ya está en cincodías...


Trump anuncia que prohibirá a los grandes inversores comprar viviendas unifamiliares en Estados Unidos
https://elpais.com/economia/2026-01-07/trump-anuncia-que-prohibira-a-los-grandes-inversores-comprar-viviendas-unifamiliares-en-estados-unidos.html
La medida supondrá el veto a que bancos y fondos adquieran inmuebles destinados a hogares para frenar la subida de precios

[puede ser]

Sintetizando los últimos días:

-Trump da -sobre todo- un golpe de efecto para el consumo interno de sus votantes
(https://archive.is/9S52N)

-Lo del hacerse con el petróleo parece una cortina de humo (véase Turiel y las dificultades intrínsecas de extracción del crudo venezolano), más bien se buscaría evitar que Venezuela venda su petróleo en monedas no-dolar: sostener el imperio crematocrático.

-Delcy y el oro: leemos en El País los negocietes que se traían Delcy y Aldama a cuenta del oro (https://archive.is/5ycJi). Probablemente la vía de enriquecimiento personal de Trump sea directamente en el vil metal servido por la nueva presidenta. El oro ha sido un medio mucho más fácil de financiación para el régimen chavista debido al peculiar sistema de extracción que se da en el país.
(https://es.euronews.com/business/2026/01/07/la-fuga-de-oro-por-que-maduro-traslado-lingotes-a-suiza
https://www.xataka.com/magnet/ataque-eeuu-ha-recordado-idea-inquietante-mayor-botin-venezuela-se-esconde-londres-eso-problema
etc...)

-Pasividad sino-rusa: deben estar alucinando ante los aspavientos de la supuesta primera potencia; secuestrar presidentes, perseguir buques vacíos, amenazar de invasión -Groenlandia- a su principal socio económico y militar. Trump intenta parecerse a los autócratas dando la espalda a lo que precisamente crea una diferencia de peso entre la primera potencia y las autocracias que reclaman su turno.
(https://www.rtve.es/noticias/20260107/muere-mujer-estados-unidos-tiroteada-agente-migracion-minnesota/16885619.shtml).
La primera regla de la guerra debe ser no interferir en un enemigo que se autodestruye.

- Trump se interesa por la asequibilidad de la vivienda estadounidense: Toda destrucción tiene en sí el germen del nuevo renacimiento.

----

- En España nos enteramos de que el hijo de Aznar se mete a casero de turistas de lujo: estar siempre en el sitio incorrecto es también una forma de acertar    (https://www.eleconomista.es/vivienda-inmobiliario/noticias/13716625/01/26/el-hijo-primogenito-de-aznar-a-punto-de-desembarcar-en-bilbao-con-55-apartamentos-turisticos-de-lujo-en-el-centro-de-la-ciudad.html)

[Saturio]

En otro orden de cosas (o en el mismo).
Sería interesante ver como funcionan las Leyes del Hierro de la Historia de Miller dentro de estados unidos.
Es decir, ¿deben los americanos entender que esas leyes también aplican dentro y que por lo tanto si Miller manda es porque él o porque los que lo sostienen la tienen más gorda y larga y que, entonces, cosas tales como la democracia, la constitución y la justicia para todos son cuentos de hadas para hacer que los niños duerman tranquilos?

Hoy un agente del ICE ha matado de un tiro a una ciudadana americana en lo que parece una trifulca menor. Por lo que parece los agentes estaban actuando en una zona residencial y la gente del barrio ha salido a increparles y presionar. La mujer había cruzado su choche en la calle (no llegaba realmente a impedir el paso del vehículo de los agentes que podían rebasarla por la derecha o la izquierda). Los agentes (con lo que llaman ropa táctica) se han bajado del SUV y uno de ellos se ha acercado de forma bastante intimidatoria al coche que tenía la ventanilla bajada (la mujer debía estar increpándoles). Ha intentado abrir la puerta y al comprobar que tenía el seguro bajado ha metido la mano por la ventanilla para accionar el cierre desde dentro. En ese momento la mujer ha arrancado para escapar. Justo delante y un poco a la izquierda había otro agente del ICE con el arma bien preparada. El coche pasa justo evitando a ese segundo agente que en el último momento dispara matando a la conductora.

https://youtu.be/kMrKd8OiCWA

[pollo]

Blackstone stock sinks after Trump plans steps to ban institutional investors from buying single-family homes

Vaya, vaya. Creo que esa no salía en ninguna quiniela.

No me esperaba semejante declaración concretamente viniendo de este pavo, pero llevo diciendo años que en algún momento los países tendrán que elegir entre dejarlo todo como está y que sigan engordando los cerdos dejando que los asiáticos nos barran, o tener una economía/sociedad funcional, natalidad, sanidad, educación, etc. y poder estar a la altura.

Tal como está todo ahora occidente es una civilización claramente inferior, gobernada (incluyendo empresas) por estúpidos/delincuentes (recordemos a Cipolla) y jaleada por una masa de idiócratas, caprichosos, complacientes y estúpidos. Al menos yo lo veo así.

Si de verdad (ya veremos) se dan pasos tan radicales en ese sentido, el resto de occidente no tardará en tener justificación para hacerlo también.

Pero sólo es una parte del problema. El ladrillo ha podrido tanto las cosas, que hay muchos frentes en el incendio que ya se han convertido en problemas con entidad propia. Ya llevo mucho tiempo diciendo cuáles creo que so, así que no insistiré en ello.

[Cadavre Exquis]

https://www.expansion.com/inmobiliario/2026/01/03/69590844e5fdeae5718b459e.html

Saludos.