HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
Why the 'tourist is making U.S. homebuilding stocks his biggest individual sector position
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…