ITB
4 tracked calls · 2 long · 2 short · last 90d: 1L/0S
first called by ThreadGuy 3mo ago
LONG1mo ago
“This setup is NOT bearish for ITB/RKT.”3X Long Labubu
Warsh's credible 2% inflation commitment stabilizes/lowers long-end rates, lifting homebuilder valuations
ITBLONG@ $100.97
$95.44-5.47%
since call Jun 18
peak +1.5%
LONG3mo ago
“A structural 3-4M home shortage makes new construction the only supply valve, giving builders durable demand.”Navigating Uncertainty
A structural 3-4M home shortage makes new construction the only supply valve, giving builders durable demand.
ITBLONG@ $95.65
$95.44-0.22%
since call Apr 19
peak +3.1%
SHORT3mo ago
“housing prices will eventually, I think, adjust … housing becomes just a dead asset, I think, for the next 10, 15 years.”Forward Guidance · Tyler Neville
Housing faces demographic oversupply; prices crumble and it becomes a dead asset for 10-15 years
ITBSHORT@ $95.17
$95.44-0.28%
since call Apr 16
SHORT3mo ago
“The median price of a home in the United States is $818,000... Holy shit. How does anyone own a house, bro?”ThreadGuy
Location and IRL increasingly matter; long real-asset scarcity, US housing has topped and is rolling over
ITBSHORT@ $94.11
$95.44-1.41%
since call Apr 14
peak +2.4%