Preview Mode Links will not work in preview mode

Jan 19, 2023

In 2008 securitization spelled doom for the Homebuilders. Now it's Deja Vu, all over again, but this time it's mortgage rates. Homebuilder stocks didn't see it then and they don't see it now,
AND that spells opportunity on the SHORT side.


Jan 12, 2023

Retail is leveraging and buying like there's no tomorrow. Insiders are still selling. Some one is right and someone is wrong. Perhaps we'll find the answer in the most recent CPI report? Stay tuned it should be fun.


Jan 6, 2023

We start the year with a new title and a new focus. 2022 has made me realize, that no matter how you describe the BS in the world, at the end of the day, "It's Always About Money."