The Long/Short Show: Episode 1

Back in May I started to look at some data and wrote about it in a piece here on the blog called: The Debtor Era.

I referenced a few data points:

1. Credit card debt

2. Student loan repayments

But even with that KB Homes (ticker) KBH rallied some +30% that month and slightly more into July.

NAIL - the homebuilder ETF soared nearly +40% from that post and stalled out near mid $80s.

Sometimes things just don’t make sense but that’s why I am a believer in my framework of price & fundamentals.

Both of those names made it into my weekly market report (GET A FREE 15 DAY TRIAL HERE) and they are, so far, turning out to be spot on.

You can get actionable insight for both swing and short-duration ideas with that report. This recent housing short is likely a swing…but I talk about it below.

The Long/Short Show: Episode 1 - Housing Stocks Short

This might be the first of many episodes.

We’ll see how it goes.

Dan

This article is presented for informational purposes only, is an opinion, is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.

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