Zortix
Sign in
POOLFNDBEARISHIn depth · 4/5

Housing market shows severe cracks

The hosts presented a bearish case on housing, arguing pending home sales are diverging negatively, days on market are rising, and ancillary companies (pool builders, flooring) are seeing demand collapse, suggesting the pandemic pull-forward is over.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE