Trump Puts Home Buying Conglomerates on Notice
Subscriber Update Jan7 2026
As always Magnelibra Readers, lets begin with our positive daily affirmation:
“If you can create it in your mind and you can believe it in your heart, then you can achieve it!”
Today, President Trump announced via a post on Truth Social that his administration is taking immediate steps to ban large institutional investors from purchasing additional single-family homes. This move aims to address housing affordability issues, which Trump attributed to inflation and high home prices,, making the “American Dream” out of reach for many younger Americans.
Trump stated he will call on Congress to codify the ban into law and plans to discuss this further, along with additional housing and affordability proposals, during his speech at the World Economic Forum in Davos in two weeks. The announcement is part of broader efforts to limit Wall Street’s role in the residential real estate market, where institutional investors have been blamed for driving up prices by buying and renting out homes.
In reality however we all know the source of all this inflation, and as the great Milton Friedman once said,
“inflation is created in one place and one place only, Washington DC”
What he meant was the Federal Reserve prints money at will and this is the real source of inflation. You see all that covid stimulus money, once its doled out, it always congregates in its finality at the very top of the pyramid in the form of hoarded savings, asset price chasing investment and long term security holdings. All of this free money is transitory for the bottom 90% but for the top 10% it ends up as higher and higher nominal price chasing.
So this is more rhetoric from the administration, purely masking the real problem, TOO MUCH MONEY. Anyhow here are the key facts of todays announcement:
Scope of the Ban: The policy targets large Wall Street firms and institutional investors, preventing them from acquiring more single-family homes. Existing holdings are not explicitly addressed in the initial statement, but the focus is on halting future purchases.
Market Impact: Institutional investors represent only about 1% of total homebuyers in the U.S., according to industry data. However, their activity is concentrated in certain markets, contributing to affordability challenges in suburbs and growing cities.
Economic Context: Trump linked the issue to broader inflation under the previous administration, noting that high interest rates and home prices have sidelined many potential buyers. This is the administration’s first major policy action on housing since taking office.
Implementation: The ban is being pursued through executive action initially, with a push for congressional legislation to make it permanent.
As far as the markets response, shares of companies like Blackstone (BX), a major player in real estate investment, dropped significantly, erasing billions in market value. American Homes 4 Rent (AMH), Invitation Homes (INVH), and OpenDoor (OPEN), also traded lower.
For now the equity markets have retreated from initial weekly resistances, here is the Nasdaq futures chart:
The SP500 with a similar set up here now and bulls will need to regain above 7025 for weekly momentum and prevent a roll over and move below 6875 support in the futures here:
When we look at the QQQ ETF 625 is our level to watch and failure here will see sellers start to take some shots:
We also want to keep an eye out for Crude Oil here as Feb Crude touched resistance this week near $59 and have rolled over now with first support at $57 breached and now targeting $55. We don’t think equities can fare well if Crude Oil starts to truly roll over here, $55 is huge psychologically:
The bond market had a decent day today and we will continue to monitor the US Govt 5Y yields as they approach 3.65%. A breach here and we may be in for some real buyers starting to step in to drive yields lower. This is our 5Y chart below highlighting the path down to support lower US govt interest costs on their overall total debt. We believe the FOMC doesn’t have a choice here and will continue to drive the Federal Funds rate lower and lower into 2027:
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Magnelibra CTA Futures Market Trend Sentiment (Our proprietary commodity trading advisory futures market sentiment long/neutral/short market flows indicator) The portfolio is made up of the core futures markets we cover and the indicators are for single contracts of the futures market, whether long, short or zero neutral. The P+L is generated via the starting daily position and the ending daily settlement. This is considered a high risk alternative strategy. However most investors should leave a portion of their overall portfolio within a high risk basket. Some of the percentages of the overall portfolio dedicated to high risk should vary from 3% to 18% depending on ones overall time to invest and risk profiles. We added the Sharpe to our data now as well for those quantitative types!
NOTABLE CHANGES as of 1/7/2026:
Move to “1” Long Bias: ZB, ZN, YM, QR, NY
Move to “0” Neutral Bias: ES
Move to “-1” Short Bias: E6, J6, S6
The U.S. Bond Yield Curve (This is our daily graphic displaying the U.S. bond market yield curve changes. We follow the 2 year thru 30 year durations. Please note that bond prices work inversely to yield changes so for instance if bond prices are rising and moving upward, then their yields are falling or moving downward. We also track the relationship between the durations known as US Yield Curve Spreads, when we list it as 2s5, we are comparing the yield differential between the 2 year vs the 5 year with the positive/negative viewed from the higher durations perspective.
The U.S. Treasury yield curve flattened slightly today as bond yields fell across maturities:
Our base case remains a decisive steepening of the yield curve over the next 12–18 months.
We expect the FOMC will be forced to cut the Fed Funds rate aggressively, bringing it to 2.5% by the end of 2026.
Those cuts will drive long-term yield spreads substantially wider as longer dated maturities will not keep pace relative to short-term rates falling, producing a classic steepening outcome.
This is not a hope it’s our highest-conviction macro call. Players are still advised to stay long the curve meaning long the shorter durations (2s, 3s or 5s vs the longer end 10s and 30s)
Daily Settlement Sheet (Magnelibra Futures and Cash bond market coverage of the daily settlement prices and dollar value of the contracts given move)
US Interest Rate Futures and Cash Markets plus Yield and Inter-commodity Spreads:
Equity Index Futures:
Dollar and FX Futures:
Energy Futures:
Metal Futures: (We believe Silver will continue to outpace Gold over the next few years)
German Futures:
The 5, 30 Day and YTD rolling changes with top 3 Winners and losers (The last 5 trading days, 22 trading days and YTD net changes)
Magnelibra MEGA9s Portfolio Tracker (This is a synthetic long only portfolio of the Top 9 largest equities by market cap. We started this tracker because we understand Ai dominates the investment landscape and operates in a binary construct. What we mean is that it issues a buy or a sell and will do so in reinforcing mechanisms, meaning if alpha is rising it will add, if it is falling it well sell and remove. We also created a “hedge” for those that want a more active approach to tactically maximizing their long only static portfolio of equities)
The MEGA9s had a great run in 2025 as the basket of equal weights was +24.9% on the year with our hedged MEGA9 +29.3%. We look to continue to track this for you again this year and offer you our hedges that we believe best suit a static long portfolio like this. This weeks hedge is to work the 1/9/26 expiry QQQ 625 Call at $5 or better. The MEGA9s gained $111bn in market cap today with the chunky move in Alphabet:
MEGA9s total market cap chart (This chart represents the total market cap of the MEGA9s and lists the 21pMA in pink along with the 50p and 200p MA)
We don’t like the technical shape of this consolidation here around the 50pMA, it seems like the equities are waiting for a sell catalyst:
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Magnelibra follows a unique mix of The global top 10 Digital currencies and have created an equal weight index using them. Our top 10 index fell by $32Bn in market cap today as the index fell -1.80%. The Magnelibra flagship Founder Digital Strategy- (Hopefully you guys sign on to gain your decentralized exposure) was also lower falling -2.25%.
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As far as Bitcoin, it pushed up toward resistance levels on Monday, but has been in retreat mode ever since. A weekly bar that closes like this will be met with further selling from retail and levered accounts. Our projected 2026 path is highlighted below that culminates with our cross bones and skulls move toward the $39k area:
Here is our BTC/Tether market cap comparison chart. We follow this because we believe Tether is being used to fuel the overall crypto market and we aren’t so sure we believe in its integrity. That is we do not see how Tether can continue to rise in market cap, while the Crypto Markets drop over a Trillion in market cap. Thus we are awaiting a down trend in their market cap to usher in the next leg lower in Bitcoin. Furthermore the Federal Reserve is removing the interest pick up Tether enjoys on its TBills and as the FOMC cuts rates, their net interest margins will collapse:
Strategy Inc / BTC Trading Tracker (Bitcoin vs MSTR equity, Our Strategy Inc. Covered Call Portfolio Tracker, Long 100 shares MSTR and short 1, 3% to 7% out of the money call on Monday’s open each week) For those playing along at home, please note, this long MSTR strategy that incorporates a short covered call hedge is something you cannot pick and choose to do one week to the next! This is a mandatory weekly hedge vs your long holdings. Volatility continues to get stripped out and crushed, buying Bitcoin outright vs MSTR is always the preferred exposure, if you were wondering.
If you want BTC exposure, your better off owning the BTC outright and not some pseudo derivative like MSTR. If you want exposure via MSTR, then we suggest if your account value warrants it, to sell covered calls to hedge your risk and lower your overall risk over time.
The Strategy Inc, covered call strategy, if you are long and own a 100 shares or more, we highly suggest you follow our directional call selling strategy that we provide you here. This week we will look to sell the $170 call or better for $5 as a bounce seems warranted here. The mNAV is still below 1.0 and selling calls given that data point here is better suited for patient players willing to sell pops. Thus we prefer working to sell the Friday expiration $170 call at $5 or better to hedge this week:
Strategy Inc. BTC metrics- mNAV continues to be sub 1.0:
We continue to believe the global monetary systems are being discounted back by real money, which is why gold and silver alongside privacy digital coins like Monero, will be the standard in the not to distant future. We hope you are doing your research, we hope you are listening to what we have to say, don’t be lazy. Do your digging, follow our work and we will lead you toward the right path. Here is Monero (XMR) on our charts, until our yellow dish pattern is broken here, well we are big time bulls:
Hell even if it does break, we know the dip won’t last!
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Have a great day!
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Link: https://proinvite.kraken.com/9f1e/11l9bp1z
Additionally we would be glad to consult anyone interested in getting involved here. As always we view these crypto currencies in the same realm as futures, high risk, high reward, and every portfolio should have a small percentage of their overall portfolio in investments like this.
So if interested please reach out to the email below directly and we can discuss this further. The future of financial payment systems will be digital decentralized and we are still in the infancy of this fascinating technology!
If anyone is interested in working on a digital currency project and joining in as a core investor to help lay the foundation for what is to come, please reach out!