Southern Style Cooking: 3 Stocks to Buy Now as Trump Tackles Housing Crisis

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Dear Reader,

Happy Friday!

Today I want to talk about housing.

We’ve talked a lot here about how we are in a housing bubble now – one that is 23% bigger than the one that caused The Great Recession.

The question now is, how does President-elect Trump deal with a bubble like this?

Both candidates addressed housing issues during the campaign.

They didn’t use the word “bubble” because no one wants to cause a financial panic …

But they both addressed housing (un)affordability.

Raising interest rates did not bring down home prices.

Now we have the Fed lowering rates …

And yet 10-year bond rates are increasing.

Remember, even as the Fed dropped rates 50 basis points, the 10-year bond rate has gone up 80 basis points.

So the bond market and the mortgage market are defying the Fed.

Housing prices right now don’t look like they want to go down.

So on the campaign trail Harris talked about how she would handle the housing crisis. Her solution was to give first-time home buyers a $25,000 credit.

This is not a good policy. Sellers would just raise their prices by $25,000.

Trump’s solution is something we do agree with – lower regulations and incentivize home manufacturers to go out and build a bunch of houses.

In other words, if you can’t attack the problem on the price side, attack it on the supply side.

This is one of the big planks of his economic policy.

Zillow estimates we have about 4.5 million too few homes to serve current needs.

So a hallmark of Trump’s economic agenda is to unleash home construction.

So we’ve put together a report showing you how we ended up here (by a phenomenal betrayal of the American people by Washington and Wall Street “elites”) …

And more importantly, the housing manufacturers and companies that we predict will do the best under a new Trump administration as he deregulates home construction policies.

We have three really exciting companies.

Go here now for this brand-new, never-released report.

Now, most folks say …

“Oh, it’ll probably be like KB homes and all these other big builders.”

Don’t get me wrong – they’ll benefit, too.

But we actually believe the biggest opportunity lies in companies that make smaller homes.

That’s because inflation has made the cost to build McMansions too high.

What our analysis tells us is that instead of building 2,500, 3,000 square-foot starter homes …

Homebuilders that focus on 1,500, 2,000 square-foot houses will do very well, building starter homes that are affordable, given the rise we’ve seen in construction costs.

We’ve picked a few companies I urge you to take a look at in our new report. Get it here now.

But I really ask that you take a look right away, because they already started seeing some great action yesterday with the market up…

And I don’t see how these things don’t just explode over time.

This is one of those situations where you have an administration already telling us what they’re going to do …

That they’re pro-business …

That they’re going to deregulate the heck out of things like housing construction …

And we know home prices and costs to make bigger houses are just too expensive for most folks to afford.

So it’s just a no-brainer that companies focused on constructing smaller homes are poised to do very well in this environment.

So our job was to look at all the companies that do that …

And then eliminate 90% of them – because they’re not really well run, or they’re inconsistently run …

And focus on the best, most well-run companies with the strongest balance sheets that do this.

And that is what we’ve done for you – in this new report.

Enjoy!

And have a terrific weekend.

"The Buck Stops Here,"

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Southern Style Cooking

Friday, November 8, 2024

3 Stocks to Buy Now as Trump Tackles Housing Crisis

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