Bonds, Banks and Builders Make Strange Bed Fellows

Over the past few weeks we’ve talked about the upside in shorting bonds - and taken some positions accordingly over in the Live Trading Room.

We’ve talked about weakness in homebuilders’ stocks, too, and we’ve also acted on that thesis. There are some interesting developments that suggest we could be in for lower lows there - more on that in a minute.

And there are the banks, as well - they’re in play, too. Bonds, banks, and builders are working together right now, after a fashion, and if we play it correctly, there’s more upside in it for us.

Let’s talk about it…