From the Desk of Anthony Pompliano The Home Affordability Crisis Is Breaking America
Nov 13, 2025
Home affordability emerges as America’s defining issue, intertwining with monetary policy, markets, and politics. High interest rates and inflation drastically impact housing access. Investments in companies addressing this crisis are gaining traction, while major homebuilder stocks present opportunities amid mispriced markets. The discussion includes Warren Buffett’s final lessons and Milton Friedman’s principles for economic success. The simple yet bold solution? Build more housing to restore affordability and spark growth.
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Housing Shapes Monetary Policy
- Home affordability is influencing monetary policy, markets, and politics across the country.
- Jerome Powell's emphasis on restoring price stability is tied to reducing mortgage rates and improving housing access.
Markets Bet On Housing Fixers
- Financial markets are pricing bets on companies that claim they can solve the housing crisis.
- Investors rewarded firms like Opendoor as potential solutions, driving large stock moves amid activist changes.
Personal Investment In Opendoor
- Anthony Pompliano describes becoming an investor in Opendoor this year to back housing solutions.
- He says it feels good to have his investment dollars working toward helping more Americans own homes.