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
I agree we likely see scenario 2 continue until it ends ... into scenario 1. But it could still take years. I'm looking to better understand some US and Polish home builders which I 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
I agree we likely see scenario 2 continue until it ends ... into scenario 1. But it could still take years. I'm looking to better understand some US and Polish home builders which I will likely write about in upcoming portfolio updates.
What would be a good play to make money on this? Nail ?