Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.
Renewed U.S.-Iran Questions Weigh on Our New Homebuilding Position
Reports indicate the U.S. rejected limiting terms from Iran, lifting oil prices and Treasury yields.
We’re Calling Up a Housing Play From the Bullpen
These factors will determine the duration of the Portfolio’s position the shares.
DR Horton Showcases Homebuilder Pain: 8 Key Items Shaping the Stock Market Tuesday
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.
Sharp Fall in Housing Starts Confirms Our View on Homebuilding Stocks
Digging into the latest data around the housing market.