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Francois Trahan, Founder, Trahan Macro Research

Alpha Exchange

CHAPTER

Housing Is Your Window Into the Future

There's three or four phases to a downturn in housing, and this one has really been four. If you didn't know there's been a pandemic or any of the peculiar things about this cycle, you wouldn't see it in any of this stuff. So that is scary to me because, again, housing is your window into the future. When the Fed cuts rates very aggressively, rates come down very aggressively. With the appropriate land, you tend to get these V-shaped bottoms where the ISM will go down and then straight up with the stock market.

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