TMI Snapshot: Some US Housing Indicators Lose Momentum as Deurbanization Theme Appears Transitory
We see potentially peaking momentum in US housing, as data suggests the pandemic-driven deurbanization theme seen as a multi-year secular catalyst...
238 Views
U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
356 Views
U.S. Homebuilders Decisively Bottoming -- Add Exposure/Overweight
Homebuilders have been one of our favorite themes in the market and we officially assigned an overweight to the Group in our 2/12/19 Compass. Based...
562 Views
Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
502 Views
Postcard Backstory: How Distorted Are Housing Data (Sale Last Week. Pictures, Warts and Data…)
Recent US property data underscored how tight the market is both in price and in labor terms. There is just not much for sale, and construction...
129 Views