home prices growth vs stock performance: Can one grow without the other?

Published 2024-07-10
Housing vs Stocks: 2 different worlds but also the same economy. I find it interesting when people tell me they feel bearish on housing and want to buy stocks instead.

For the S&P 500 to give you an expected 8-10% return those companies in the index need to double valuations in 10 years. šŸ˜³

The same consumers who spend what they spend on housing also need to buy what those companies are selling. If youā€™re bearish on housing thatā€™s okay, but you might want to rethink what youā€™re expecting to get in the old stock portfolio too. šŸ¤·šŸ»ā€ā™‚ļø

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