Street Signals
Mark Dow: Making Sense of Macro Narratives
Feb 15, 2024
In a fascinating conversation, experienced economist and trader Mark Dow discusses the evolution of behavioral approaches in investing, misconceptions surrounding monetary policy and wealth creation, the factors that distort yield curve signals, and a bullish view on home builders and agency mortgage rates.
50:18
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Quick takeaways
- Home builders still have room to grow with low price-to-earnings ratios and strong chart patterns.
- Investing in agency mortgage rates offers attractive carry and acts as a counterbalance to portfolio risk.
Deep dives
Home builders remain bullish
Despite a strong rally, Mark Dow believes home builders still have room to grow. With low price-to-earnings ratios and strong chart patterns, the sector is poised for further gains.
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