| Investors have taken comfort from the recent improvement in housing prices seen across the country. Shares of homebuilders, including Toll Brothers, Lennar Corporation and the SPDR S&P Homebuilders ETF, had been bid up late in 2012 and into January.
But now the shares are rolling over. Could the relative underperformance of the homebuilders be telling us something? David Stockman, former director of the Office of Management and Budget under President Ronald Reagan, thinks so...............................................Full Article: Source
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