Barron's Streetwise
The Obesity Drug Loophole. Plus, the Outlook for Homebuilder Stocks.
Jun 14, 2024
A Vanguard strategist discusses the run-up in growth stocks. The podcast covers trends in the housing market, performance of homebuilder stocks, rise of stock prices in obesity medication market, AI development, value stock investment strategies, and investor behaviors. Closing remarks include worries about the video bubble and expensive Taylor Swift concert ticket prices.
27:18
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Quick takeaways
- Home builder stocks face challenges due to increased listings impacting market.
- Companies exploit obesity drug market loophole by offering generic versions for cost savings.
Deep dives
Challenges Faced by Home Builder Stocks
Home builder stocks in the US have faced challenges due to an increase in home listings for sale, causing concern among investors. Factors such as a rise in home inventory, with a 15% increase in single-family homes for sale compared to a year ago, have impacted the market. Investors are wary of potential stock losses as big home builders may face pressure if the trend of increased housing listings continues.
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