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May 2, 2022

In Defense Of Housing…

It is said that generals always fight the last war. Investors do the same, but with a greater sense of PTSD, combined with self-assurance. Often, investors cluster in groupthink, focused on narratives—completely ignoring facts. Nowhere is this more extreme than in the housing market. On one hand, you have everyone from homebuilders to the housing supply chain, to brokers saying that the market is Read More
Categories: Investments
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