To The Moon

A resurgence of optimism has been seen in the homebuilder's market, with builder confidence reaching positive territory for the first time in almost a year, as per the National Association of Home Builders (NAHB)/Wells Fargo housing market index update.From 50 in May, the index rose to 55 in June, marking a continuous half-year increase in builder sentiment. Several factors contribute to this positive trend, including increased foot traffic from potential homebuyers, a less-hawkish Fed, minimal competition from the resale market, and an improved supply chain.Notably, most homebuilding stocks like $PulteGroup(PHM)$ , $Toll Brothers(TOL)$ , $M/I Homes(MHO)$ and

As the tide turns, it is the turn of emerging markets to rebound, and the dollar is expected to start turning around.Emerging Markets is literally Emerging Markets $iShares MSCI Emerging Markets ETF(EEM)$ . The etf's holdings include listed companies in emerging markets such as China, India, South Korea and Brazil. From an investment point of view, the stock is a little awkward, because usually these countries do not move in the same direction. There are also more segmented ETFs on the market, so the investor wouldn't think to trade them in the first place.But options trading on this etf is very active, and I don't know what the institutions are thinking, but someone bought the super long call straddle yesterday:buy