Daily Market Recap
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Where do we start today?
The data continues to get worse for the economy so not really an issue there to pay attention to just yet but for some housing sector ideas I am tracking for the portfolios it matters.
Carvana reports today. Some of you were here a few years ago when I issued the big short report on that and made a decent amount of change on it. That stock/company has a ton of the same issues still but the trade is too hard to effectively short anymore but I’ll be watching. Eventually, I am going to short this again but there will be a time and a place and right now is just not it.
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