
Jobs, Markets, And A Look At Tesla
Bloomberg Intelligence
00:00
Home Builders - How Do You Play That From an Equity Perspective?
i want to ask you about the home builders. Boy, they have discounted those stocks as if they're the same cyclical companies that got caught in the o five, o six stupidity. That's pretty easy to do in that there's 90 million millennials ad there's only 65 million genexers. So they satisfy an economic need, which is one of our eight criteria. They will build the single family residences that are needed to meet what the population wants. And then of course, my age group, thef baby boomers, the older boomers, are going to stay in their house longer than prior generations.
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