The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
THE MILLENNIALS ARE NO DIFFERENT
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THE MILLENNIALS ARE NO DIFFERENT

Why homebuilders are a compelling buy down here

Kevin Muir's avatar
Kevin Muir
Mar 26, 2020
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The MacroTourist
The MacroTourist
THE MILLENNIALS ARE NO DIFFERENT
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Let’s talk housing.

But before we do, we need to address the elephant smashing around the other side of the room. The virus. It will overwhelm any sort of fundamental edge we might have when it comes to buying cheap housing stocks. If we enter a 1929-style-Great-Depression from massive layoffs that proves difficult to restart, then all stocks will s…

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