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It's 'The Friday Night Dirty'
Published 9 months, 2 weeks ago
Description
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com
It’s a busy and dirty Friday on the pod.
The guys break down:
* what stocks and sectors have become “sponge-worthy”
* where they see charts lining up with fundamentals
* recent policy announcements impacting the Housing sector, including thoughts on Fannie and Freddie
* their Seawolf Annual Letter and where they see opportunity and risk in 2026
* updated thoughts …