A diary of the thought process behind my investment decisions
Looking For Ideas
I have discussed ad nauseum how I believe that higher rates and the FHA guideline changes will bring a slowdown to housing in the new year. I have a very high level of conviction in this forecast. The housing and banking stocks are the most obvious choices of stocks that will suffer but these stocks seem to dance to their own tune, far removed from fundamentals. I am looking for ideas on a way to play my forecast.