MarketChess

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01Mar11:05 amEST

Pecking Away at Micro Versus Macro

It seems as though everyone has macro analysis about the market and economy these days. But when many are looking macro, perhaps it is correct to look micro.  Digging below the surface, the homebuilders as a group have been thriving, even before the Trump speech and today's gap up. We know the obvious plays are the likes of DHI and LEN. But...