Comment by herf

Correlation isn't causation - the post here says smaller homebuilders can't get financing right now, and so a supply shortage is correlated with larger actors who can, but it isn't caused by concentration directly. The question is if government can have remedies for broken markets other than breaking up companies, because here it sounds like "fixing builder financing" would help:

https://x.com/NewsLambert/status/1951100530341847343