The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
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HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS

Why the 'tourist is making U.S. homebuilding stocks his biggest individual sector position

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Kevin Muir
May 16, 2022
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The MacroTourist
The MacroTourist
HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
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Over the last month, I’ve been itching to buy homebuilders. However, I sat on my hands because I worried the bearish-inflation / hawkish-Federal-Reserve narrative would overwhelm the market.

I’ve been waiting for a peak “inflation worries” before loading up on what I think is one of the most compelling risk/reward long positions since the COVID-crisis lo…

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