P E N N
W E A L T H
P U B L I S H I N G
|
I N V E S T M E N T
I N T E L L I G E N C E
THE PENN WEALTH REPORT VOLUME 10/Issue 01 16 Jan 2022 $5.99
Will Inflation and Higher Rates Kill the Housing Boom?
IN THIS ISSUE The Making of Modern American Suburbia
ON PAGE 10 Investing in New Home Construction
ON PAGE 12 Buying & Funding Virtual Real Estate
ON PAGE 14 One Homebuilder Appears Inexpensive
Copyright 2021. All Rights Reserved. Penn Wealth Publishing.
penn wealth publishing
Volume 10 Issue 01
Cover Image: The new home construction industry has been red hot, but can it withstand the dual threats of inflation and higher rates? Photo licensed by Penn Wealth
06
Strategic Vision
Front Matter
Investment
Creating the Modern American Suburb
04
Tactical Awareness
From the Editor
08
Following World War II, Levitt & Sons identified an enormous problem; their solution would help create American suburbia
After three years of solid returns, investors should temper their enthusiasm for the year ahead
Can the Housing Boom Withstand Higher Rates and Inflation? Two historically distressing conditions are about to hit home buyers: higher mortgage rates and inflation; but will it matter to a red-hot housing market?
05
Investment Intelligence
10
The Hom
An easy way the homebu heavily on a
Science & Technology Inve
The Story in Charts A look at some of the charts which have helped shaped the past month
Investing in New Home Construction Goes Well Beyond the Homebuilders When thinking of new home construction, the obvious first thought for investors is the builders; but many sectors and industries play a vital role
2 Penn Wealth Report
volume 10 issue 01
16 Jan 2022
Buying & Funding Vir
A tract of land in the metaverse and the movement has plenty of
Copyright 2022. All Rights Reserved.
WTealth he Penn . SW uccess ealth. report Happiness.
Executive Summaries for Decisive Leaders
t Intelligence
The Penn Wealth Report 14 W B R eekly usiness eport
20
The Street was generally negative on Oracle’s $28 billion purchase of Cerner, but we see potential Blackstone continues to collect real estate assets with purchase of Bluerock Group
Taylor Morrison Home Corp The homebuilders have been on the move, but we found one which still appears inexpensive
16
21
17
Under the Radar
US recommends approval of a massive Meta/Google undersea cable project in Asia; China is not amused Solar stocks are getting crushed on the back of new California proposals Penn member Dollar General announces plans to open 1,000 new Popshelf stores to attract a wealthier clientele
22
Six companies which played an outsized role in the headlines this past year “Insanity” is how Erdogan’s demanded rate cuts in the face of 20% Turkish inflation is being described
mebuilders ETF
Bright Ideas Being Ignored
y to participate in all facets of uilding arena without betting too any one particular player
A miner, an auto parts supplier, a paper company, and a metaverse play: Four ideas that are being missed—or ignored—by investors and the press
estor
Prices just spiked the most since 1982, but we see peak inflation around the corner
12
rtual Real Estate
just sold for $2.4 million, f room to grow
The Trading Desk
Actions we have taken at the Penn Trading Desk, plus a look at what other Wall Street Analysts have to say, along with accompanying charts
16 Jan 2022
Top quotes of the month... • • •
18
Upgrades, Downgrades, & Trades
Copyright 2022. All Rights Reserved.
23
Montesquieu on bloviating Butler on job satisfaction Emerson on destiny
The Penn Strategies 24
Strategic Income Portfolio
26
Dynamic Growth Strategy
28
Global Leaders Club
30
Intrepid Trading Platform
32
New Frontier Fund
34
Most-Shorted Stocks List
Penn Wealth Report
volume 10 issue 01 3