New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.
The fear factor
New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.
