We nailed the homebuilding sector trade and it’s likely going higher
Our November 21 homebuilder trade is off to a heck of a start. Up 15.9% in less than two months… with more to go.
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Construction Stocks
30 Articles
Master investor David Tepper is betting this down-and-out industry will rebound in 2026
Break out, advance, consolidate. Break out, advance, consolidate. Rinse and repeat. That is the classic behavior of a multi-year bull market. Prices move into new, higher territory (the breakout), the trend rallies and makes the longs a lot of money (advancement), and then the trend takes a breather, moves sideways, and digests the gains (consolidate).
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The more money the government prints, the better these stocks perform
This morning’s review of our Global Trend Tracker shows it’s been tough to make money in most sectors lately. Semiconductors, robotics, oil, bitcoin, uranium, space, drones, and China are all down over the past five trading sessions.
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One of our top ways to invest in soaring power demand looks poised to head higher
It’s now official: It’s AI Boom, not AI Bust. Yesterday, the VanEck Semiconductor ETF (SMH) closed above its previous all-time high of $368.61 per share. The market value of the semiconductor industry has never been higher. It’s a significant new development in the world’s most important financial debate.
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Another data center buildout winner… ExxonMobil nears a critical juncture… a new AI-related trade
The critical resource industry is in a bull market. The latest evidence: Canadian stocks recently climbed to all-time highs.
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Home Depot’s Latest Earnings ‘Miss’ Looks More Like a Second Chance
Despite soft sales and a lowered outlook, Home Depot's long-term story hasn't changed. We break down the housing cycle, future demand, and why this "forever stock" may deserve another look.
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