This week I was over at the new ABC studios chatting with Dan Kloeffler about Home Builders and the new rotation that we are seeing into the Home Construction stocks. I think it’s interesting that as well as the Real Estate Investment Trusts did last year, they continue to see new money flow. This in addition to anything related to housing doing well is a big theme for us so far YTD and I believe it continues throughout the first quarter.
Here is the video in full:
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Tags: $DHI $XHB $ITB $SPY $TLT $TNX $TOL $PHM $LEN