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The Market Is Incorrectly Priced For A Soft Landing
Article By:
Greg Feirman
Tuesday, December 27, 2022 8:06 AM EDT
While inflation has been mostly tamed by the Fed’s aggressive rate hiking, the market hasn’t yet priced in the effects of all those hikes on economic growth. Monetary policy acts with a lag and that will be the lesson of 2023.
Bear Of The Day: Lennar Corporation
Article By:
Benjamin Rains
Friday, December 23, 2022 7:15 AM EDT
Lennar faces a rapidly cooling housing market on the back of higher mortgage rates and a natural slowdown after the year-plus covid surge.
In this article: LEN
Lennar Q4 Earnings Top Estimates
Article By:
Zacks Investment Research
Wednesday, December 14, 2022 6:58 PM EDT
Lennar came out with quarterly earnings of $5.02 per share.
In this article: LEN
Home Builders’ Sentiment
Article By:
Bill Smead
Tuesday, November 22, 2022 5:30 AM EDT
The National Association of Home Builders’ (NAHB) sentiment about the future was 33% and at its lowest since 2012. As you can guess, the contrarianism in us kicked into high gear.