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The Hot Housing Market & Homebuilder Stocks

Don Kaufman joins Ben to talk about the housing market which is hot right now and how inventory will eventually works it way through the market. At some point material prices will stabilize, inflation fears will subside and home price appreciation will return to normalized trend. As input prices like lumber prices fall, homebuilders, home improvement stores and copper prices are also correlated. Don is watching for a short opportunity in homebuilders as the supply and demand dynamics eventually normalize.

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