| kb ag - 4/16/2025 14:52
If they said to just hold on, we have a plan, would that help? Everyone assumes there is no plan, but no one should really know the plan if it is a good plan.
Is it a "really good plan" if this house builder doesn't know what to do? Start spec houses.. expand? Lay people off? Are inputs gonna rise? Or fall?
For how long?
Trump acted like he thought interest rates would come down.. then they turned higher.. appealing to the Fed.. "now is a great time to lower interest rates"
So evidently "the plan" assumes lower inflation..??
https://www.cnn.com/2025/04/11/politics/video/home-builder-trump-tariffs-digvid |