It’s All About Money has been Bill Tatro’s newsletter active in production for over 10 years. Previously this content was only available to paid subscribers. Now it can be enjoyed by everyone! Although new content is available on his podcast (found here), you can look through these older articles for interesting commentary and content.
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Deja Vu, All Over Again, In The World Of The Homebuilders
In 2008 securitization spelled doom for the Homebuilders. Now it’s Deja Vu, all over again, but this time it’s mortgage rates. Homebuilder stocks didn’t see it then and they don’t see it now, AND that spells opportunity on the SHORT side.