Thursday, October 1, 2020

Why Builders Might Get Housed

Tomorrow's a big day for homebuilders, but will it matter? Housing starts and building permits for April are both due at 8:30 a.m. ET. Good...

How the Market May Be Pricing in Higher Rates

Suddenly the market seems to be taking higher interest rates seriously. Banks and financials, which stand to benefit from increased yields, are among the best...

Beer, Housing and Tech: Wednesday Options Recap

Yesterday was Fed day, but some noteworthy options trades also appeared. Constellation Brands (STZ) was the busiest of the bunch, with large and complex bullish...

Stocks on pace for first winning month since crash

Stocks are on the verge of achieving something they haven't done since January: Chalk up a winning month. The S&P 500 was little changed between Friday,...

Is it time to think about housing?

This article is not a recommendation and is intended for educational purposes only. Housing stocks have been neglected this year, but that may change soon. First,...

Don’t forget about homebuilders

This article is not a recommendation and is intended for educational purposes only. A lot of things stood out in yesterday's big rally, but let's...

Don’s Notebook March 28, 2018

The selloff that began yesterday afternoon U.S. spread globally last night. Tech stocks led our loser list, with Nvidia Corp. and Facebook Inc. among the...

Don’s Notebook March 27, 2018

Case-Shiller data are likely to highlight the strength of home appreciation, which is a less publicized factor behind what have been robust levels of...

“Risk on” Dominates as New Year Begins

Happy New Year, indeed! At least if you're in the stock market. Most of the closely watched indexes rallied more than 1% in the holiday-shortened...
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