The Homebuilders Are Getting Ripe For A Well Deserved Breather After a Fabulous Run
- With the bond market experiencing a “sell the news” reaction to the Fed’s outsized rate cut, the housing stocks just might see the same thing over the near-term. So, investors should be careful about chasing them up at these overbought levels…after such a fabulous run.
- We still think tonight’s Micron’s earnings/guidance could/should have an important impact the broad stock market. The tech stocks are still the most important leadership group in the market…due to their outsized weightings in the key stock indices.
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