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Exactly, so I see this and think: 1. Are all of these things true? Which are true to what extent? Where is our data best to know which of these things are most verifiably true? 2. What else has to be true to square that combination of true things? Because it's genuinely unintuitive how all can be!

It doesn't inherently mean that I think anybody is lying to me, but what's the context for all of the information that we do have, and what new thing has to be in play for things that traditionally didn't go together to now be true at the same time?

Some of these are not that weird though. Home prices actually have been coming down in a lot of markets. But most sellers aren't motivated or prefer to time the sale, even if it means accessing a HELOC. Also inherently going to be bolstered by high stock prices.

Sure, bond yields are up now but did the average person enjoy the journey of bond ownership over the last five years lol