Liquidity Tightening is Back!
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Dear David,
Sorry for one irrelevant question.
Do you know the rationale behind almost record high stock price on homebuilders (ex: LEN, OL).
I just don't get why. The orders are still declining and there might be some recession fear. The only positive is the speed of rate hike slowdown marginally.
I agree that homebuilders stock price lead the economy but we are still far from recession.
So, I am very curious about this.
If possible, can you share me some ideas?
Cheees,
James