July 15, 2019
Here’s who benefits Why are we talking about interest rates, home builders, and construction? Because it’s a gift that keeps on giving! This is a major theme that’s dominated our trading and my portfolio beginning in Q3 of last year….
June 20, 2019
The July FOMC event is the next piece to come into focus in the larger macro picture. What does this mean for the market as a whole? Who is likely to benefit from this? And who is likely to not…