To The Moon

$Lennar(LEN)$ Strong payrolls are usually viewed as bad news for rate cuts, but I'm not convinced that's entirely bearish for Lennar. Housing depends on two things: 1. Mortgage rates 2. Employment A strong jobs market means people still have income and confidence to buy homes. That's a positive. The concern is that strong payrolls may keep the Fed cautious, resulting in higher mortgage rates for longer. I'm watching: 🏠 New home orders 🏠 Mortgage applications 🏠 Cancellation rates 🏠 Gross margins If rates stabilize rather than continue rising, builders like Lennar could surprise to the upside. My take: The market may be too focused on Fed cuts and not focused enough on the resilience of the US consumer. Do you think housing is more driven by mortgag

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$Lennar(LEN)$ The Housing Bellwether & ITB ETF, The Diversified Alternative  🌟🌟🌟Following a massive US payroll results of 172,000 new jobs added, short term sellers have slammed the real estate sector.  Yet in the underlying resilience of the US economy, the market staged an amazing recovery on Tuesday.  This turnaround presents a magnificent entry point to buy $Lennar(LEN)$ as it stabilises at a deeply discounted USD 90.74 per share.  This share price reflects a 45% drop from its historical peak and offers massive built in margin of safety ahead of its critical earnings release. With the macro narrative balancing between a higher for longer rate environment and powerful consu

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$Lennar(LEN)$ Strong payrolls are usually viewed as bad news for rate cuts, but I'm not convinced that's entirely bearish for Lennar. Housing depends on two things: 1. Mortgage rates 2. Employment A strong jobs market means people still have income and confidence to buy homes. That's a positive. The concern is that strong payrolls may keep the Fed cautious, resulting in higher mortgage rates for longer. I'm watching: 🏠 New home orders 🏠 Mortgage applications 🏠 Cancellation rates 🏠 Gross margins If rates stabilize rather than continue rising, builders like Lennar could surprise to the upside. My take: The market may be too focused on Fed cuts and not focused enough on the resilience of the US consumer. Do you think housing is more driven by mortgag

$Lennar(LEN)$ The Housing Bellwether & ITB ETF, The Diversified Alternative  🌟🌟🌟Following a massive US payroll results of 172,000 new jobs added, short term sellers have slammed the real estate sector.  Yet in the underlying resilience of the US economy, the market staged an amazing recovery on Tuesday.  This turnaround presents a magnificent entry point to buy $Lennar(LEN)$ as it stabilises at a deeply discounted USD 90.74 per share.  This share price reflects a 45% drop from its historical peak and offers massive built in margin of safety ahead of its critical earnings release. With the macro narrative balancing between a higher for longer rate environment and powerful consu

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

VFind out more here:Join me on Tiger Trade! Sign up with my invite and we both get USD 90*! You'll also unlock up to SGD 1,000 in welcome perks.

Share share now go go go