EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Housebuilders & The Santa Claus Rally

Consumer Discretionary

Housing Research Center

Will it work this year? Yes! - sector expert, Alex Barron, explains why the fundamental set-up for builders is so compelling and believes the trade could outperform historical averages: 3-month hold (Nov 1-Jan 31), HB Index Avg. Return 20.2% (74% success rate in last 34 years); 2-month hold (Dec 1-Jan 31) Avg. Return 15.7% (74% success). Alex also sees substantial upside in the group over the next 12 months (Avg. Return 47.6%). Stocks with the biggest upside include Hovnanian Enterprises, M/I Homes and Meritage Homes.

Edition: 123

- 12 November, 2021