Episode Details
Back to EpisodesThe Great Stagnation: An Investment Guide to the U.S. Residential Construction Sector Crisis
Published 10 months, 1 week ago
Description
I. Executive Summary & Core Investment Thesis Synopsis of Market Conditions The United States residential construction sector and the broader housing market are currently mired in a period of profound stagnation. This is not a repeat of the 2008 credit-driven collapse but rather a unique crisis defined by a collision of powerful but opposing forces. […]