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Homebuilders & Semiconductors As Lending Standards Tighten Along With Financial Conditions

Updated: Mar 29


Blue Line Capital president Bill Baruch and analyst Jannis Meindl on the Fed's path forward and what it means for stocks in the semiconductor industry, payments, and real estate. This week, we cover Micron in semiconductors, American Express in payments, and Lennar, as mortgage rates have risen along with tighter lending standards from banks.


We provide free access to the episode's chart pack, including all of the data discussed.

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