I was on a Web-cast tonight and folks asked me why I started buying home builders recently… I said, for a trade, if not inflation….if you have some foreclosure memorandum thus keeping foreclosures out (6-12 months), home inventory will decrease & prices will in turn go up. Focus on those who can be acquired and…
TJ's Take » A Global and Urban Flaneur
Tag Archives: mdcI have been bearish on the equity markets and have been selling options – OTM (out the money) calls and call spreads (bearish) on the banking sector and SPY (s & p spider) or selling OTM put spreads (bullish) on strong tech companies as they have been supported. However, in light of the FED inflating… |
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