Bloomberg Businessweek Weekend - December 6th, 2024
Bloomberg Businessweek
Navigating Small-Caps and Housing Market Trends
This chapter explores the strong performance of small and mid-cap stocks contrary to the focus on large-cap tech giants, emphasizing a fund manager's strategic success with a disciplined investment approach. It further discusses the evolving dynamics of the housing market, particularly the challenges faced by smaller builders in California and the broader implications of rising interest rates. The conversation sheds light on investment strategies and market trends, including shifts in real estate and the potential for growth among underappreciated stocks.
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