How to choose between Trump and Harris trade? This industry may become the biggest winner, with related stocks already soaring 64% within the year.
Although the presidential candidates of both parties have policy differences, many investors analyze the 'Harris Trade' as a reverse version of the 'Trump Trade,' yet there are still some policy consensus between the parties, such as infrastructure development.
Is Lennar Stock a Buy, Sell or Hold at a P/E Multiple of 11.51X?
To Lure Home Buyers, Builders Still Have to Help With High Mortgage Costs -- WSJ
Daily real estate industry dynamics summary (2024-10-15)
Chengdu has issued a notice on policies related to promoting the stable and healthy development of the real estate market, which mentions that newly purchased commercial housing (excluding targeted sales projects) and second-hand housing within the scope can be listed for trading after obtaining the "Real Estate Certificate". Previously purchased housing that has already been included in the re-trading management scope will continue to be executed according to the original policy. The signing and filing time is the criterion for newly purchased commercial housing, while the real estate transfer registration time is the criterion for newly purchased second-hand housing. (Released by Chengdu)
The significant risks in November are undergoing crucial changes.
Less than a month away from the usa presidential election day on November 5th, the market is starting to price in the risks of the election results. Currently, Trump has regained a leading advantage, adding variables to the election. CICC believes that for subsequent assets, the overall bullishness of the election is favorable for US stocks but tariffs are unfavorable for chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Hurricane Milton To Deliver $2.5B Blow To Florida's Homebuilding Sector, Goldman Sachs Says
There's Been No Shortage Of Growth Recently For Lennar's (NYSE:LEN) Returns On Capital
Value Investor Predicts Big Home-Builder Stocks Will Surge -- Barron's
Homeowners Haven't Drained Cash Out of Their Houses This Fast Since 2008
FTC Cracks Down on US's Largest Landlord for Allegedly Using 'Unfair and Deceptive Tactics' to Prey on Renters
Harris, Trump Tied in Battle for Swing States, WSJ Poll Shows -- WSJ
Fed Officials Are Watching for Housing Inflation to Cool. It May Finally Be Happening
High Dividend Growth + High Free Cash Flow Yield Stocks = a Winning Strategy
A Look at Real Estate Stocks After Housing Inflation Moderates, Mortgages Rise
Florida Is A Top State For New Home Builds — Could Hurricane Milton Slow It Down? 4 Homebuilder Stocks That Could Come Under Pressure
Wall Street is "waiting quietly" for the usa election, how will the election trade seize the opportunity?
The USA election is approaching, but Wall Street is surprisingly quiet.
The significant cooling of inflation in the usa, what does it mean for the presidential election?
The retreat of inflation does not mean a decrease in prices. With less than a month left until the usa election, price issues continue to worry voters and become a focal point in the campaign.
usa's 'most controversial' election is approaching, investors are starting to prepare for political risks.
①Investors expect the voting results to be questioned in various ways, potentially the most controversial election in US history; ②UBS Group analyst Kurt Reiman suggested that investors should consider popular safe-haven assets such as utility stocks and gold to hedge against potential political risks.
Toll Brothers, Lennar, and Other Stock Picks From a Top Housing Analyst
Buying a House? The Real-estate Industry Is Sounding the Alarm About an Increasingly Expensive Risk.