주거 집 시장 조심하라

 

 

워제낙 부동산으로 낙오자 느끼만 가지기에 함부로 코멘트할 생각은 없다. 할 자격도 정말 없으리. 하지만, 어제 주간매경 편집장 출신 양반과 점심을 하면서, 그이는 신세계 주차권까지 있으니, 어쨋든 한국의 첨단 그룹 사람일텐데, 두가지 얘기를 준다

• 부동산 제대로 떨어질 것이다
• 국민연금 받을 수 있으면 그냥 받아라 10년뒤를 예측못한다

​

결론적으로 문재인정권이 한국 국력의 peak라는 것이다

마침 블룸버그에서도 뜨거운 피자, 40명이나 고객을 서빙해야하는데, 나도 또 자리잡고 주문해야 되는 비유가 있어, 오랜만에 실어 본다.

Like Pizzas, Houses Shouldn’t Be Too Hot

Why do we keep burning our mouths on hot cheese??? Illustration: Jessica Karl

You’ve been here: It’s Saturday night and the line for the local pizzeria is comically long. You finally get seated, only to realize your waitress is somehow in charge of 40 other tables, each with equally ravenous customers. Eventually, you place your order and try to distract everyone by scrunching up straw wrappers and dropping tiny bits of water onto them until they’re writhing like worms. After the awe of that wears off, you start folding paper napkins into tiny triangles for flick football.

Decades later, your boiling-hot pizza(s) arrive. Driven by hunger and the scents of oregano, mozzarella and tomato, you grab a slice and shove it in your mouth. In your initial euphoria, you don’t even register the roof of your mouth being incinerated. But soon you realize you most certainly have burned your lips, tongue, fingers and somehow forehead on this pizza slice. For days after, you pay for your impatience whenever taking a bite of food or sip of coffee. And yet! You never learn your lesson. Week in and week out, you go back to the same pizzeria and burn your palate on pools of hot cheese.

Conor Sen, who is probably above burning his mouth on pizza, has long said consumers should beware of burning their wallets on the hot housing market. Housing, just like pizza, needs time to cool. If you’re ready to buy, Conor encourages you to resist pulling the trigger now, because:

We’re at the tail end of a super-strong period for housing. If you haven’t manifested your suburban fantasy by Memorial Day, there’s zero need to rush.

For the first time since March 2020, the housing market is softening like a nice room-temp camembert.

Long-term interest rates are actually headed downhill, which is just showing up in mortgage rates.

At this point in the pandemic-inflation-time-continuum, many Americans haven’t even been seated in a booth yet, much less ordered their pizza. “If you've been outbid on homes for the past two years, I understand the instinct to snap up the first opportunity now that the market is finally settling down,” Jonathan Levin tweeted. But maybe wait a few more weeks (I know, an eternity in pizza years) to secure your dream pad. If you manage to hold out, maybe the backyard will even come with one of those fancy pizza ovens, so you can avoid scorching your mouth in public.

​

​