Berkshire just loaded up on $LEN. Meanwhile Brazil stocks ($EWZ) are ripping higher.
The real question: is $TLT finally worth a look here? Bonds have been beaten down, but if rates have peaked, this could be the entry.
Also notable: $GS officially in bear market territory. When a major bank crosses that line, it usually says something about broader financial sector sentiment.
Watch how these pieces fit together—housing exposure, emerging market strength, rate expectations, and bank weakness. They're all telling different parts of the same story.
The real question: is $TLT finally worth a look here? Bonds have been beaten down, but if rates have peaked, this could be the entry.
Also notable: $GS officially in bear market territory. When a major bank crosses that line, it usually says something about broader financial sector sentiment.
Watch how these pieces fit together—housing exposure, emerging market strength, rate expectations, and bank weakness. They're all telling different parts of the same story.