Proposals to restrict institutional buyers from purchasing single-family homes aim to improve affordability, but the real market effects are more nuanced. This analysis breaks down what could change for starter-home prices, rents, investors, and housing supply.

Recent volatility in the S&P 500 has led many investors to question whether the market is weakening. A closer look tells a different story. This one-month view of SPY highlights a coiling market, where price is consolidating after strength and volatility is compressing near recent highs. Understanding what this type of market behavior signals can help long-term investors stay disciplined, avoid emotional decisions, and remain aligned with their broader investment strategy.

Thursday’s selloff was not a simple AI correction. It was a collision of phantom debt, fragile consumers, and forced de risking that hit the tape all at once. The next move could be a violent upside reversal once the selling pressure finally runs out.