P U N D I T R U M B L E The Tape Debates Scores

Ivy Zelman

Zelman & Associates (co-founder)

First call on the ledger

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Where they stand

Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.

BearRates hedged · 2026-07-24

mortgage-rate path. clipped soundbite inside a CNBC roundup; the unless-condition is essential

“we're going to be at these levels or possibly higher unless we somehow exit the conflict in the Middle East”

Ivy Zelman · Zelman & Associates (co-founder) · CNBC ↗

1 more from Zelman

BearHousing 2026-07-24

input costs for housing. ATTRIBUTION CAUTION: window interleaves anchor narration; do not card without frame-check

“lumber is now back to the highest it's been in a year”

Ivy Zelman · Zelman & Associates (co-founder) · CNBC ↗

3 who lean the other way 1 more from Zelman

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