Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24

Bank of America’s survey shows overwhelming optimism for a soft landing, but Fed Gov. Waller says not so fast… We’ll look at how to position in this environment. Plus, bank earnings have felt like a gut punch according to our trader, but he’s still buying three and staying away from one. And the CEO of Taylor Morrison joins us with the pulse of the housing market.

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