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aliceandthepig.bsky.social
@Aliceandthepig
@aliceandthepig.bsky.social
1.2K followers 2K following 240 posts
Septuagenarian Olde Dame
Reading is Fundamental
The Arts, Antiques, Architecture & Gardens Aficionado
No crypto; No bitcoin; No "Financial Planners"
Life Becomes Curiouser and Curiouser...
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aliceandthepig.bsky.social
Seth, please write about The Gatsby Party and lost irony.
Many Thanks!
November 1, 2025 at 1:44 PM
Reposted by @Aliceandthepig
ruoshuiresearch.bsky.social
it's showing up in earnings calls
Sheryl Palmer, Chairman and CEO at Taylor Morrison: "In addition, total website traffic is up double digits, and mortgage prequalification volume is trending similarly to year-ago levels. I continue to believe that for our generally well-qualified, diverse customer base, improved confidence in the broader economic and political outlook will be the most important determinant of demand stabilization, especially for discretionary home purchase decisions and in our move-up and resort lifestyle communities. Among the many headlines impacting confidence, uncertainty related to H-1B policy and broader immigration-related changes have weighed on non-resident buyer activity, with Dallas, Austin, Atlanta, and the Bay Area feeling the greatest impacts. From a consumer standpoint, the mix of our orders by buyer group stayed relatively consistent sequentially in the third quarter at 30% entry level, 51% move up, and 19% resort lifestyle."
October 24, 2025 at 3:01 PM
Reposted by @Aliceandthepig
calculatedrisk.bsky.social
They are considering a special question on the impact the immigration policy in the next quarterly survey. The shared with me that they heard tenants are struggling financially.
2/2
October 24, 2025 at 2:58 PM