Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Market opened today with extended bullishness from last Thursday d/t Trump announcement of a peace deal with Iran “done” and it will be signed on Sunday. However, it has since been delayed to Wednesday, in line with FOMC rate announcement. This shift has got me thinking, what is this manipulator planning up his sleeves again? So I am holding back my bullets on the tech sector and see how it plays out on Wednesday. The bullishness in the stock market might be because of the continued positive outlook on SPCX since its debut on Friday. Pretty surprised that it still maintained its high level into today. But I will wait for the day that SPY or QQQ a

$Lennar(LEN)$ Housing has been predicting a recession for three years and the recession still hasn’t shown up. Strong payrolls may delay rate cuts, but they also mean people are employed, incomes are growing, and mortgage defaults remain contained. For Lennar, demand and cancellations matter more than the exact timing of the next Fed cut. If orders remain healthy despite higher rates, it suggests the housing market is adapting rather than breaking.

$Lennar(LEN)$ Strong payrolls are usually viewed as bad news for rate cuts, but I'm not convinced that's entirely bearish for Lennar. Housing depends on two things: 1. Mortgage rates 2. Employment A strong jobs market means people still have income and confidence to buy homes. That's a positive. The concern is that strong payrolls may keep the Fed cautious, resulting in higher mortgage rates for longer. I'm watching: 🏠 New home orders 🏠 Mortgage applications 🏠 Cancellation rates 🏠 Gross margins If rates stabilize rather than continue rising, builders like Lennar could surprise to the upside. My take: The market may be too focused on Fed cuts and not focused enough on the resilience of the US consumer. Do you think housing is more driven by mortgag

$Lennar(LEN)$ The Housing Bellwether & ITB ETF, The Diversified Alternative  🌟🌟🌟Following a massive US payroll results of 172,000 new jobs added, short term sellers have slammed the real estate sector.  Yet in the underlying resilience of the US economy, the market staged an amazing recovery on Tuesday.  This turnaround presents a magnificent entry point to buy $Lennar(LEN)$ as it stabilises at a deeply discounted USD 90.74 per share.  This share price reflects a 45% drop from its historical peak and offers massive built in margin of safety ahead of its critical earnings release. With the macro narrative balancing between a higher for longer rate environment and powerful consu

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