• Sloth16Sloth16
      ·06-14 04:21
      $Lennar(LEN)$ Housing has been predicting a recession for three years and the recession still hasn’t shown up. Strong payrolls may delay rate cuts, but they also mean people are employed, incomes are growing, and mortgage defaults remain contained. For Lennar, demand and cancellations matter more than the exact timing of the next Fed cut. If orders remain healthy despite higher rates, it suggests the housing market is adapting rather than breaking.
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    • christophochristopho
      ·06-13 09:39
      $Lennar(LEN)$ 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
      127Comment
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    • LazyCat InvestsLazyCat Invests
      ·06-10

      Tiger BOSS Debit Card Epic Rewards

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      Tiger BOSS Debit Card Epic Rewards
    • koolgalkoolgal
      ·06-09
      $Lennar(LEN)$ 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
      334Comment
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    • LazyCat InvestsLazyCat Invests
      ·06-09

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      268Comment
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      Tiger BOSS Debit Card Epic Rewards
    • Afai108Afai108
      ·06-09
      Share share now go go go
      256Comment
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    • SandipChaudharySandipChaudhary
      ·06-08

      Join me on Tiger Trade!

      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.
      317Comment
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      Join me on Tiger Trade!
    • Sloth16Sloth16
      ·06-14 04:21
      $Lennar(LEN)$ Housing has been predicting a recession for three years and the recession still hasn’t shown up. Strong payrolls may delay rate cuts, but they also mean people are employed, incomes are growing, and mortgage defaults remain contained. For Lennar, demand and cancellations matter more than the exact timing of the next Fed cut. If orders remain healthy despite higher rates, it suggests the housing market is adapting rather than breaking.
      82Comment
      Report
    • christophochristopho
      ·06-13 09:39
      $Lennar(LEN)$ 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
      127Comment
      Report
    • koolgalkoolgal
      ·06-09
      $Lennar(LEN)$ 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
      334Comment
      Report
    • LazyCat InvestsLazyCat Invests
      ·06-10

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      314Comment
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      Tiger BOSS Debit Card Epic Rewards
    • LazyCat InvestsLazyCat Invests
      ·06-09

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      268Comment
      Report
      Tiger BOSS Debit Card Epic Rewards
    • SandipChaudharySandipChaudhary
      ·06-08

      Join me on Tiger Trade!

      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.
      317Comment
      Report
      Join me on Tiger Trade!
    • Afai108Afai108
      ·06-09
      Share share now go go go
      256Comment
      Report