Who is on this subjectordered by the date of their first quote here
5 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Dec 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
2
thin
26 Mar 2022 – 23 May 2022
-1366 d
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David Tepper
1
thin
22 Dec 2022 – 22 Dec 2022
-1095 d
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David Friedberg
1
thin
21 Dec 2025 – 21 Dec 2025
+0 d
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Bill Gurley
1
thin
23 Apr 2026 – 23 Apr 2026
+123 d
- JD Vance 2 thin 24 Aug 2026 – 24 Aug 2026 +246 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner illustrates demand destruction: $1,200 monthly payment bought $350K house in December, now only $295K.
“Just the increase in the thirty year mortgage means you're buying power in December, four months ago, to buy a house and you if you could afford $1,200 a month, that buying power bought you a $350,000 house. Today, it buys you a $295,000 house.”
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Brad Gerstner
Gerstner shows home affordability fell from $350,000 to $240,000 for same monthly payment.
“Somebody who can afford to pay $1,200 a month in December could afford a $350,000 home, today can afford a $240,000 home.”
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David Tepper
Tepper notes mortgage rates have declined 90 basis points since peaking in early November.
“But the truth is that was in November where rates peaked, mortgage rates peaked in early November. Well, they're down 90 basis points since then.”
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David Friedberg
Friedberg describes 40 million college graduates with student debt unable to buy homes despite middle-class upbringings.
“And most of those kids came from a middle class family where they had positive assets. The parents own the house. Now the kids that voted for Mamdani cannot buy a home.”
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Bill Gurley
Gurley says Austin, one of the fastest growing cities, has seen rents fall for four years due to good policy.
“One of the fastest growing cities in the nation, rents have fallen for four years. That's good policy.”
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JD Vance
Vance argues that millions of illegal aliens increased housing costs by taking homes from American citizens.
“And when you give them houses that all go by right to American citizens, that's gonna increase the cost of housing for everybody else.”
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JD Vance
Vance claims rents are falling for the first time in a decade under Trump after doubling under Biden.
“Where housing doubled under the leadership of Joe Biden, rents are falling for the first time in a decade under the leadership of Donald Trump”
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