Asset Allocation Bi-Weekly - The Case for New Home Sales (5/22/2023)

New home sales have been trending higher lately, even with mortgage rates rising rapidly in recent months. Confluence Chief Market Strategist Bill O'Grady joins the podcast to explain why and discuss whether it's worthwhile to mine this trend for investment opportunities.

What is Confluence Podcasts?

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).