🚀 Trump is restricting institutional investors from buying single-family homes

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Market Overview
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Year To Date Performances:

1. President Trump signed a significant executive order on Tuesday titled "Stopping Wall Street from Competing with Main Street Homebuyers," an effort to curb the practice of large-scale institutional investors purchasing single-family homes. The order, signed just ahead of the President's scheduled appearance at the World Economic Forum in Davos, directs federal agencies to issue new guidance within 60 days to prioritize individual families over corporate entities in the housing market. By restricting federal programs from approving, insuring, or facilitating sales to institutional giants like Blackstone and American Homes 4 Rent, the administration is attempting to lower barriers to entry for first-time buyers who have been consistently outbid by all-cash corporate offers.

2. The mortgage market has entered a period of extreme volatility, with interest rates reversing a multi-week decline almost overnight. While applications to refinance surged 20% last week, hitting their highest level since September 2025, the trend has hit a wall as bond markets react to escalating global tensions. The average 30-year fixed rate, which had dropped to 6.16% following President Trump’s $200 billion mortgage-bond purchase plan, jumped 14 basis points higher on Tuesday. This sudden spike is primarily driven by investor anxiety over the Greenland crisis, as threats of retaliatory tariffs from the European Union and the liquidation of U.S. Treasuries by foreign pension funds have pushed bond yields back to their highest levels since late December.

3. OpenEvidence, the Miami-based startup often called “ChatGPT for doctors,” has officially reached a $12 billion valuation following a new $250 million funding round led by Thrive Capital and DST Global. This milestone marks a staggering 1,100% increase in value since early 2025, when the company was valued at just $1 billion. Unlike general-purpose AI models, OpenEvidence is built exclusively on high-fidelity, peer-reviewed medical data and is now utilized by over 40% of all physicians in the United States. The platform successfully processed 18 million clinical consultations in December 2025 alone, a six-fold increase from the previous year, as doctors increasingly turn to AI to navigate a medical literature landscape that now doubles in volume every few years.

   Headlines

   1. Berkshire Hathaway is exiting it’s 28% stake in Kraft Heinz.

   2. Treasury Secretary Scott Bessent said he isn’t concerned about a threatened sell-off of US Treasuries by European countries.