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drduru.bsky.social
My latest on the U.S. housing market takes particular significance after House passage of the 21st Century ROAD to Housing Act and a major acquisition.
drduru.com/onetwentytwo...
#economy #housingmarket #housingpolicy #homebuilders #housingwatch #stockmarket #realestate #$ITB #$DHI #$TMHC
What Happened In the Housing Market - No Escape Velocity
Housing data showed no escape from stagnation as builder sentiment improved but home sales, permits, and starts remained trapped in ranges.
drduru.com
June 3, 2026 at 8:35 PM
drduru.bsky.social
$ITB: Next Seasonal Trade On Home Builders Starts With A New Bear Market
seekingalpha.com/article/4831...

#stockmarket #economy #housingwatch #homebuilder
seekingalpha.com
October 20, 2025 at 8:56 PM
drduru.bsky.social
A Bear Market For Home Builders Marks The Worst Ever Start To The Seasonal Trade
seekingalpha.com/article/4747...
#stockmarket #housingmarket #housingwatch #realestate $ITB $LEN $MHO $PHM $SPY $SPX $TOL $CCS $KBH $TPH $MTH $DHI $LGIH
seekingalpha.com
January 4, 2025 at 4:51 PM
drduru.bsky.social
Leaving LGI Homes Off The Shopping List For This Season
seekingalpha.com/article/4844... $LGIH #housingwatch #homebuilders #earnings
Leaving LGI Homes Off The Shopping List For This Season (NASDAQ:LGIH)
LGI Homes faces revenue declines, high debt, and margin pressures. Discover why LGIH lags peers and see which homebuilder stocks are stronger picks now.
seekingalpha.com
November 17, 2025 at 5:38 PM
drduru.bsky.social
What Happened In the Housing Market – Bear Market Deepened
drduru.com/onetwentytwo...
#economy #housingwatch #housingmarket $ITB $LEN $KBH #stockmarket #realestate #mortgage
What Happened In the Housing Market - Bear Market Deepened
The bear market deepened for housing related stocks as they fell off the edge of a deeper malaise. Housing data was mixed for March.
drduru.com
March 28, 2025 at 3:13 PM
drduru.bsky.social
My latest on the U.S. housing market: "What Happened In the Housing Market – Clinging to A Cliff"

drduru.com/onetwentytwo...

#housingmarket #realestate #homebuilder #economy #housingwatch #stockmarket #$ITB #$XHB #$KBH #$DHI
What Happened In the Housing Market - Clinging to A Cliff
Housing stocks weakened as builder sentiment, affordability, and existing home sales deteriorated, leaving the market clinging to a cliff.
drduru.com
May 8, 2026 at 3:24 PM
drduru.bsky.social
My latest on the U.S. housing market: "What Happened In the Housing Market – Spring Failed to Spring"
drduru.com/onetwentytwo...
#economy #homebuilders #realestate #housingwatch #housingmarket #mortgage $ITB $TOL $XHB
What Happened In the Housing Market - Spring Failed to Spring
The bear market for housing activity worsened in April and May as spring failed to deliver its annual blooms.
drduru.com
June 2, 2025 at 7:43 AM
drduru.bsky.social
My latest on the U.S. housing market: "What Happened In the Housing Market – A Boost from Rates"

drduru.com/onetwentytwo...

#realestate #housingmarket #homebuilders #mortgage #economy #housingwatch #stockmarket $ITB $LEN $MHO $XHB
What Happened In the Housing Market - A Boost from Rates
October’s reckoning transformed into a rebound with a boost from a sharp drop in long-term interest rates.
drduru.com
November 30, 2024 at 5:39 PM
inflationwatch.bsky.social
Despite Exemptions and Delays, Tariffs are Already Affecting Builders eyeonhousing.org/2025/04/desp... #housingwatch #inflation #homebuilders $ITB $XHB
Despite Exemptions and Delays, Tariffs are Already Affecting Builders
Home builders have already started to feel the effects of U.S. tariff policy, according to recent NAHB member surveys. This is true even though the Administration did not announce its list of reciproc...
eyeonhousing.org
April 19, 2025 at 7:00 AM
drduru.bsky.social
My latest on the U.S. housing market: "What Happened In the Housing Market? - Rate Cut Fail"
What happened in the housing market for September, 2025? A rate cut fail unfolded....
drduru.com/onetwentytwo...
#economy #housingmarket #homebuilders #realestate #mortgage #housingwatch $ITB $XHB $KBH $LEN
What Happened In the Housing Market? - Rate Cut Fail
A rate cut fail unfolded as a resumption of rate cuts by the Fed failed to revive homebuilder stocks. This market reaction suggests that housing market data will remain soft for some time to come.
drduru.com
September 29, 2025 at 8:11 AM
drduru.bsky.social
My latest post on the U.S. housing market: "What Happened in the Housing Market – Peak ROAD"

drduru.com/onetwentytwo...

#housingwatch #housingmarket #homebuilders #realestate #stockmarket #economy #$ITB #$CCS #$LGIH
What Happened in the Housing Market - Peak ROAD
The ROAD housing market remained stuck in a prolonged trading range as mortgage rates, affordability pressures, and weak builder sentiment continued weighing on housing.
drduru.com
August 3, 2026 at 2:39 PM
drduru.bsky.social
What To Expect For Q2 Earnings For LGI Homes
seekingalpha.com/article/4925... #earnings #homebuilders #housingwatch #$LGIH #$CCS #$DHI #stockmarket
seekingalpha.com
July 27, 2026 at 11:03 PM
drduru.bsky.social
"Buy And Wait On Century Communities"

seekingalpha.com/article/4921...
#$CCS #$BZH #$DFH #$TMHC #housingwatch #homebuilders
Buy And Wait On Century Communities (NYSE:CCS)
Century Communities faces margin and demand headwinds, with gross margins at historic lows and Q1 deliveries down 12% year-over-year. Learn why CCS stock is a buy.
seekingalpha.com
July 10, 2026 at 3:04 PM
inflationwatch.bsky.social
eyeonhousing.org/2025/04/buil...
"On average, suppliers have increased their prices by 6.3% in response to announced, enacted, or expected tariffs. This means builders estimate a typical cost effect from recent tariff actions at $10,900 per home." #inflation #housingwatch #homebuilders
Builder Confidence Levels Indicate Slow Start for Spring Housing Season
Growing economic uncertainty stemming from tariff concerns and elevated building material costs kept builder sentiment in negative territory in April, despite a modest bump in confidence likely due to...
eyeonhousing.org
April 19, 2025 at 7:04 AM
drduru.bsky.social
My latest on the U.S. housing market:

"What Happened in the Housing Market – Stasis Continues"

drduru.com/onetwentytwo...

#housingmarket #economy #housingwatch #realestate #homebuilderss #stockmarket #$ITB #$KBH #$ZG
What Happened in the Housing Market - Stasis Continues
Housing market stasis persisted as builder sentiment softened, sales stayed rangebound, inventories increased. Yet, new legislation boosted housing stocks.
drduru.com
June 30, 2026 at 12:00 AM
drduru.bsky.social
"KB Home's Disappointing Q1 Report Ends The Seasonal Trade" seekingalpha.com/article/4886...
#$KBH #$ITB #$LEN #$XHB #housingwatch #homebuilders #housingmarket #stockmarket
seekingalpha.com
March 27, 2026 at 3:20 PM
drduru.bsky.social
My latest on the U.S. housing market:

"What Happened in the Housing Market: New vs Old"

drduru.com/onetwentytwo...

#HousingMarket #RealEstate #Homebuilders #Economy #MortgageRates #HousingMarket #HousingWatch #$ITB #$XHB #$TMHC
What Happened in the Housing Market: New vs Old
New vs old housing trends diverge as new home sales hold firm, builder stocks stabilize, and existing home sales weaken across regions.
drduru.com
March 1, 2026 at 1:29 AM
drduru.bsky.social
Taylor Morrison Remains A Solid Candidate For The Seasonal Trade On Home Builders
seekingalpha.com/article/4875...

#$TMHC #$SPY #earnings #homebuilders #housingwatch
Taylor Morrison: A Solid Candidate For The Seasonal Trade On Home Builders (NYSE:TMHC)
Taylor Morrison remains range-bound, offering attractive risk/reward for seasonal trades despite tepid 2026 guidance. Learn why TMHC stock is a buy.
seekingalpha.com
February 27, 2026 at 7:32 PM
drduru.bsky.social
My latest on the U.S. housing market...

"What Happened In the Housing Market: Stuck"

drduru.com/onetwentytwo...

#$SPY #$ITB #$XHB #stockmarket
#economy #realestate #housingmarket #housingwatch #housingpolicy
What Happened In the Housing Market: Stuck
January, 2026 housing market update on homebuilder stocks, new and existing home sales, inventory trends, affordability, regional housing activity, and housing policy considerations.
drduru.com
January 30, 2026 at 10:43 PM
drduru.bsky.social
ITB: An Affordability Push Boosts The Seasonal Trade In Homebuilders
seekingalpha.com/article/4859...
$ITB $LEN $PHM $CCS $MHO $MTH $DHI #stockmarket #housingwatch
seekingalpha.com
January 13, 2026 at 5:20 PM
drduru.bsky.social
My latest on the U.S. housing market....
"What Happened in the Housing Market: Unseasonal Pressure"
drduru.com/onetwentytwo...

#housingwatch #housingmarket #realestate #mortgage #homebuilders #stockmarket #economy #earnings $ITB $XHB $LEN $KBH $LGIH
What Happened in the Housing Market: Unseasonal Pressure
Poor responses to key earnings report turned December into a month of unseasonal pressure on the stocks of home builders.
drduru.com
December 27, 2025 at 7:47 PM
drduru.bsky.social
My latest on the housing market: "What Happened in the Housing Market? – Government Shutdown"
drduru.com/onetwentytwo...
#housingwatch #realestate #mortgagerates #housingmarket #economy $ITB #stockmarket $XHB $CCS
What Happened in the Housing Market? - Government Shutdown
While the government shutdown truncated housing data, enough happened in October to justify launching the seasonal trade on builders.
drduru.com
November 2, 2025 at 1:00 AM
drduru.bsky.social
Reconstructing A Bullish Narrative For Century Communities (Rating Upgrade)
seekingalpha.com/article/4833...

$CCS #homebuilders #housingwatch #housingmarket #realestate #earnings #stockmarket
seekingalpha.com
October 26, 2025 at 6:07 AM
drduru.bsky.social
Home Builder Stocks Return to a Bear Market: A Setup for the Seasonal Trade Ahead
drduru.com/onetwentytwo...

$CCS $DHI $ITB $KBH $LEN $LGIH $MHO $MTH $PHM $TLT $TOL $TPH #housingwatch #homebuilders #economy #stockmarket
Home Builder Stocks Return to a Bear Market: A Setup for the Seasonal Trade Ahead
Stubbornly high mortgage rates, regulatory pressure, and a sector downgrade plunged home builder stocks back into a bear market — yet these same forces set up the next bullish seasonal trade.
drduru.com
October 10, 2025 at 8:16 AM
drduru.bsky.social
My latest post on the U.S. housing market....

drduru.com/onetwentytwo...

#economy #realestate #housingwatch #housingmarket #homebuilders #stockmarket $ITB
What Happened In the Housing Market - Bullish Follow-Through
The housing market is still in a slowdown, but the stock market delivered a follow-through as expected in ending bearish conditions.
drduru.com
September 1, 2025 at 6:17 AM