Micro2Macr0
@Micro2Macr0
Macro Economist - Self-made multimillionaire - Formerly Retired at 42 - Always trying to find companies and investments that are solving tomorrows problems
ID:1536275579628027904
https://www.youtube.com/@Micro2Macr0 13-06-2022 09:13:43
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Still near record low home inventory.
Home builders are not incentivized to build on spec
Home owners have mortgages well below current rate
#FederalReserve is stimulating home price appreciation by leaving rates too high, further tightening housing market.
#CPI #inflation
This company Anduril Industries will be one of the key companies, along with Parmentier, that will keep us safe against foreign advisary's.
One Takeaway:
Warren Buffett has raised cash through the entirety of the secular bull market.
$SPX $SPY $QQQ $DIA #investing
Absoluely agree with Thomas (Tom) Lee (not drummer) FSInsight.com
Shelter inflation going to roll over in 2nd half