My guess is that we see a bit more off scenario #2 - "Continued weakness / no monetary easing", more so than #1. What specific tickers are you looking at in this sector? Thanks for the good article
Indeed, we likely see scenario 2 continue until it ends ... into scenario 1. But it could still take years. We're looking to better understand some US and Polish home builders which we will likely write about in upcoming portfolio updates.
My guess is that we see a bit more off scenario #2 - "Continued weakness / no monetary easing", more so than #1. What specific tickers are you looking at in this sector? Thanks for the good article
Indeed, we likely see scenario 2 continue until it ends ... into scenario 1. But it could still take years. We're looking to better understand some US and Polish home builders which we will likely write about in upcoming portfolio updates.
What would be a good play to make money on this? Nail ?