Fed Caught Between a Rock and a Hard Place
MRKT Matrix
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Home Depot Home Builders - Is That a Good Entry Point?
There's going to be an opportunity to probably short some of these home builders in the form of like, is the three names I mentioned specifically and get long like a Home Depot. This one kind of like looks kind of vulnerable to me. It doesn't have a great valuation in my opinion in this environment when you're especially thinking about some of these kind of FinTech models or whatever. We've obviously sold off significantly since the all time high again, not coincidental when we all made an all time high in that stock.
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