“I did not come here to guide lambs. I came here to awaken lions.”  – Javier Milei, Argentina’s new president. If a picture is worth a 1000 words, then a well crafted political cartoon might be worth 5,000 words or more. Courtesy of the Daily Torch at this link here are these select political cartoons by cartoonist A.F. Branco. Further in from the WND News Center at this link here are more cartoons by Branco and Al Goodwyn. All told, there are 16 cartoons. While these don’t necessarily represent the view of MHProNews, they are clever and capture a lot of ideas in a single image. It is fair to say that they are insightful and thought provoking. MHProNews will provide a brief commentary following the cartoons.

Part I

Cartoon: Evil Recipe

Cartoon: Follow Their Leader

Cartoon: Flip The Script

Cartoon: Swamp Wars

Cartoon: Holey Budget

Cartoon: Who Are We?

WND.COMICS

Who’s the real autocrat?

Al Goodwyn has Biden whispering the truth

WND.COMICS

Neocon in 3-inch heels

A.F. Branco shows who’s advising Nikki Haley on war policy

By WND Comics
Published January 16, 2024 at 7:00pm

Trump retribution?

A.F. Branco shows former prez standing strong amid attacks

Published January 17, 2024 at 6:49pm

WND.COMICS

Kerry’s hypocrisy

Al Goodwyn notes climate czar’s favorite mode of transportation

By WND Comics
Published January 15, 2024 at 7:23pm

WND.COMICS

Escaping Taxifornia

Al Goodwyn shows plot of ‘Grapes of Wrath, Part 2’

By WND Comics
Published January 12, 2024 at 7:12pm

WND.COMICS

American Roulette

A.F. Branco notes national dangers caused by D.C. elite

By WND Comics
Published January 12, 2024 at 7:11pm

WND.COMICS

Crooked Mountain

A.F. Branco recreates iconic photo to illustrate Biden reelection effort

By WND Comics
Published January 10, 2024 at 7:23pm

WND.COMICS

A pool of debt … and then some

Al Goodwyn does the math to analogize federal government red ink

By WND Comics
Published January 10, 2024 at 7:22pm

WND.COMICS

At the point of a gun

A.F. Branco shows power structure at work in America

By WND Comics
Published January 8, 2024 at 6:50pm

WND.COMICS

Passing the torch to ’24

A.F. Branco notes parting messages from 2023

By WND Comics
Published December 29, 2023 at 5:47pm

Part II – Additional Linked Information with More MHProNews Analysis and Commentary in Brief

The quote you are referring to is “If something is going to affect your life, it is good to know as much about it as you can” by Donald Trump ¹. This quote is a great reminder to stay informed and be aware of the things that impact our lives.”

That quotable quote is one of many reasons to periodically delve into the bigger picture that manufactured housing is operating in.

The 16 political cartoons by Branco and Goodwyn help illustrate seemingly complex realities.  For details, facts and analysis on several of the issues raised by these cartoons, see the linked reports.

WEF – Davos – Globalism

Deception – Misdirection

Exposing Crony Capitalists-Rigged System

For those who wonder if the rigged system could be brought to heel, take heart.  There are periodic examples of higher profile billionaires/con artists that are investigated, tried, and convicted.

With the big picture in place, the more manufactured housing specific picture can come into sharper focus.

The next time you see or message Andy Gedo, thank him for pointing out the importance of making comparisons between what is occurring in other industries and professions and our own. Or the next time you see Donald Trump, thank him for this relevant insight. In the case of the above, those big picture items are the landscape within which the manufactured housing industry obviously must operate. Given that some 70 percent of the country believes that the system is rigged, it is useful to understand some of the ways that the rigging of the system has occurred.

• Per Pew Research:  “70% of Americans say U.S. economic system unfairly favors the powerful.” That was 1.9.2020.
• The International Monetary Fund (IMF) said on June 17, 2015 — “Too many of them are now convinced that the system is somehow rigged, that the odds are stacked against them.”
• Approaching 30 years ago, former California Gov Jerry Brown (D) said that the system was rigged and he pointed his fingers at the wealthy, their corporate interests that some call the Establishment or Donor Class.
• A few years after Warren Buffett formerly entered the manufactured housing industry by buying Clayton Homes and other businesses, Berkshire Hathaway Chairman Buffett effectively confirmed what Gov Brown (D) said by asserting that there was class warfare and that his class, the wealthy class was winning. A few years later, Buffett declared that his class had won the class wars. These are just factual recounting of statements and related evidence.
• So, when someone wonders why manufactured housing is underperforming a key part of the picture is simply this. The powers that be want the industry to underperform, at least for now.

Brookings said:

“I think the decline of democracy is a mortal threat to the legitimacy and health of capitalism.”

—Rebecca Henderson, Harvard Business School ¹

The rule of law and democracy are crucial to capital markets. A free market balanced by a democratically elected, transparent and capable government, and a strong civil society (“an inclusive regime”) yield stable growth rates and greater social welfare.² Conversely, threats to democracy are threats to the private sector, which is why business leaders and institutional investors cannot afford to remain on the sidelines when such threats emerge.”

The “big boy” dominated Manufactured Housing Institute (MHI) is apparently engaged in periodic lies, misinformation, and other falsehoods. Who said? Bing’s AI driven Copilot.

MHI keeps posturing. The number of national class action/antitrust cases against some MHI’s ‘big boy‘ members keep growing.

MHI wouldn’t even comment about national reports regarding the death and serious injury of employees in manufactured housing.  Meanwhile, Tim Williams weighed in.

Threats to small businesses? Public defense of pressures on manufactured home installers? Apparently, MHI can’t be bothered.

‘If We Can Lose Our Businesses No Business is Safe’ – Institute for Justice Files Suit in Small Biz Case, IJ on Issues In-Beyond Manufactured Housing Like ‘Mobile Home’ Installer Licensing

In under 1000 words, thanks to cartoons, a reasonable snapshot of what’s going wrong in the U.S.A and MHVille is done.##

Part III – is our Daily Business News on MHProNews stock market recap which features our business-daily at-a-glance update of over 2 dozen manufactured housing industry stocks.

This segment of the Daily Business News on MHProNews is the recap of yesterday evening’s market report, so that investors can see at glance the type of topics may have influenced other investors. Thus, our format includes our signature left (CNN Business) and right (Newsmax) ‘market moving’ headlines.

The macro market move graphics below provide context and comparisons for those invested in or tracking manufactured housing connected equities. Meaning, you can see ‘at a glance’ how manufactured housing connected firms do compared to other segments of the broader equities market.

In minutes a day readers can get a good sense of significant or major events while keeping up with the trends that are impacting manufactured housing connected investing.

Reminder: several of the graphics on MHProNews can be opened into a larger size. For instance: click the image and follow the prompts in your browser or device to OPEN In a New Window. Then, in several browsers/devices you can click the image and increase the size. Use the ‘x out’ (close window) escape or back key to return.

Headlines from left-of-center CNN Business – from 1.19.2024

• Sports Illustrated’s publisher lays off most of its staff, union says
• A trader works on the floor at the New York Stock Exchange on January 19, 2024.
• S&P 500 closes at record high for first time in two years
• A Spirit commercial airliner prepares to land at San Diego International Airport in San Diego, California, U.S., January 18, 2024.
• Troubled Spirit Airlines’ shares rebound despite more losses ahead
• Feds crack down hard on selling of personal data without consent
• Ford is cutting back F-150 Lightning electric truck production
• The BYD TANG EV and the BYD HAN EV are displayed during an exhibition test drive as the Chinese electric-vehicle producer announces its expansion to the consumer market next year in Mexico, in Toluca, Mexico, on November 29, 2022.
• Mexico could help this huge Chinese carmaker crack the US market
• People shop at a supermarket in Foster City, California, the United States, Jan. 11, 2024. U.S. consumer inflation in December 2023 accelerated to 3.4 percent from a year ago, after dropping to 3.1 percent in the previous month, amid rising shelter and energy prices, the U.S. Labor Department reported Thursday.
• Americans are feeling much better about the economy thanks to slowing inflation
• Homes in Pinole, California, US, on Tuesday, Dec. 26, 2023. Sales of previously owned US homes unexpectedly rose in November, led by a pickup in the South and representing a respite in a two-year downturn caused by higher borrowing costs and a lack of inventory.
• Home sales last year dropped to the lowest level in 28 years
• Michael Badgley #17 of the Detroit Lions celebrates with the team after making a field goal during an NFC Wild Card Playoff football game against the Los Angeles Rams at Ford Field on January 14, 2024 in Detroit, Michigan.
• Detroit Lions ticket prices are going through the roof as rare playoff run jolts local economy
• Christian Lindner, Germany’s finance minister, during a panel session on the closing day of the World Economic Forum (WEF) in Davos, Switzerland, on Friday, Jan. 19, 2024. The annual Davos gathering of political leaders, top executives and celebrities runs from January 15 to 19.
• ‘Sick man of Europe?’ Germany says it just needs a coffee
• Children targeted with sexually explicit photos on Facebook and Instagram, lawsuit claims
• What broke the American Dream for Millennials
• Inflation isn’t beaten yet and risks of a new price shock are rising
• Wayfair lays off 13% of its workforce weeks after telling employees to work harder
• Stock buybacks could rebound this earnings season
• TSMC says its $40 billion chip project in Arizona faces a further delay
• Indonesia allows Boeing 737 MAX 9 planes to fly again after checks
• Los Angeles Times staffers to stage one-day walkout to protest impending layoffs
• ‘Can we sleep at night?’: Renowned tech journalist explains why he pulled his newsletter publication from X and Substack
• As a young person, how do you feel about the US housing market and your plans for the future?
• Macy’s is laying off workers and closing five stores
• Walmart raises store managers’ pay for first time in a decade, average hits $128,000
• JPMorgan Chase says hacking attempts are increasing

Note: to expand this image below to a larger or full size, see the instructions

below the graphic below or click the image and follow the prompts.

 

Headlines from right-of-center Newsmax 1.19.2024

• Higgins: DOJ Hiding Evidence of Jan. 6 Undercover Agents
• Clay Higgins, R-La., a former law enforcement officer and Army vet, says the Department of Justice is “zealously protecting” digital evidence that shows hundreds of undercover law enforcement officers participated in the U.S. Capitol riot on Jan. 6, 2021. [Full Story]
• Israel at War
• Hezbollah Warns Israel Against Continued ‘Aggression’
• Jewish House Dems Reject Netanyahu’s 2-State Opposition
• Israeli Tanks Renew Push Toward Gaza Hospital
• Rifts Among Israeli Officials Over Handling of War
• Sens Clash on Nominee Tied to Hamas ‘Mouthpiece’
• Caroline Glick: US Campaigns to Oust Netanyahu
• Netanyahu: Hamas War Will Continue Until ‘Total Victory’
• UN Official: Gaza Detainees Humiliated, Dressed in Diapers
• More Israel at War
• Newsmax TV
• Eagle Pass Police Chief: D.C. Needs Quick Border Solution
• McCaul: Biden WH ‘Projecting Weakness’ in Middle East | video
• D’Esposito: Mayorkas ‘Deserves to Be Impeached’ | video
• Napolitano: SCOTUS Won’t Hear Immunity Appeal | video
• Fallon: Biden Must Show ‘Backbone’ on Iran | video
• Donalds: Govt Funding Bill ‘Slow Walked’ by Dems. | video
• Fleitz, Wilkie: Biden Weakness Hurts US Credibility | video
• More Newsmax TV
• Newsfront
• Alec Baldwin Again Charged With Manslaughter in ‘Rust’ Shooting
• Actor Alec Baldwin was indicted by a grand jury in New Mexico on Friday on new charges of involuntary manslaughter stemming from the shooting death of cinematographer Halyna Hutchins on the movie set of the Western film “Rust.”… [Full Story]
• S&P 500 on Track to Close Above 4,800 for 1st Time
• The S&P 500 hit an intra-day record high for the first time in two [Full Story]
• Ousted Florida GOP Chair Cleared of Rape Allegation
• Police on Friday cleared the ousted chair of the Florida Republican [Full Story] | video
• Panera Faces Third Lawsuit Over ‘Charged Lemonade’
• Obstacle course racer Lauren Skerritt alleged in a recent lawsuit [Full Story]
• Wall Street Roars to All-Time High
• Wall Street returned to record heights and capped a punishing, [Full Story]
• Russian Oil Depot Catches Fire
• Oil tanks at a storage facility in the town of Klintsy in Russia’s [Full Story]
• Related
• Putin Marks Orthodox Epiphany by Immersing Into Sub-Zero Waters
• Tim Scott Endorsing Trump
• Tim Scott, R-S.C., who dropped out of the race for the [Full Story]
• Related
• Suffolk Poll: Trump Expands New Hampshire Lead
• 179 GOP Lawmakers Sign SCOTUS Brief to Keep Trump on Ballots
• Maine Official Appeals Decision to Pause Trump Ballot Ban
• H. Gov. Lowers Expectations for Haley in GOP Primary
• Space Station ‘Vulnerable’ If US-Russia Conflict Escalates
• If tensions between the U.S. and Russia ever were to escalate into a [Full Story] | Platinum Article
• SCOTUS Ruling on Agency Powers May Fuel GOP Challenge to Woke Investment
• An impending U.S. Supreme Court ruling that could curb the regulatory [Full Story]
• Haley: I Don’t Want to Be Anybody’s Vice President
• As reports have emerged that Nikki Haley is on a short list of vice [Full Story]
• McConnell, Senate Team Clash With Trump on Border Bill
• Former President Donald Trump calls for congressional Republicans to [Full Story]
• DOJ, FTC to Investigate Microsoft’s OpenAI Partnership
• The U.S. Justice Department and the Federal Trade Commission are in [Full Story]
• Sports Illustrated Cuts Entire Staff; Future Unclear
• The entire staff of Sports Illustrated was laid offFriday after [Full Story]
• Higgins: DOJ Hiding Proof of 1/6 Undercover Operations
• Clay Higgins, R-La., saidthe Department of Justice is “zealously [Full Story]
• Maine Hopes to Solve Worker Shortage With Migrants
• Maine Gov. Janet Mills and a state lawmaker who immigrated from [Full Story]
• Biden Signs Bill to Avoid Partial Govt Shutdown
• President Joe Biden on Friday signed a short-term spending bill that [Full Story]
• Rasmussen Poll: Majority Say Obama Runs White House
• More than six in 10 voters say they believe former two-term Democrat [Full Story] | video
• Feds Seek Jail Time for Navarro in Jan. 6 Case
• Federal prosecutors requested six months of jail time for Peter [Full Story]
• NATO Official Warns of War With Russia, Terror Groups
• Even as the war in Ukraine continues, Adm. Rob Bauer, a top NATO [Full Story]
• NKorea Could Make 2024 a ‘Year for Provocations’
• The plan by North Korean despot Kim Jong Un to abandon a longstanding [Full Story] | Platinum Article
• Tech Advocacy Groups Call for More DOJ Antitrust Funding
• More than a dozen advocacy groups are calling on the leaders of [Full Story]
• Menendez Meetings Spark Ire of Sen. Fetterman
• John Fetterman, D-Pa., is questioning why the Biden [Full Story]
• Army Vet Gets Court Date for Jan. 6 Role After 3 Years
• A Special Forces veteran accused of participating in the Jan. 6 [Full Story]
• Senate Dems Launch Website Attacking GOP on Abortion
• The campaign wing for the Senate Democrats on Friday launched a [Full Story]
• ‘Softball-Sized Hole’ Found in Boeing 747
• The Federal Aviation Administration found a “softball-sized hole”in [Full Story]
• Merrick Garland: Trump’s Federal Cases Need Speedy Trials
• Attorney General Merrick Garland said there should be “speedy trials” [Full Story]
• Biden Cancels $5B in Student Debt for 74K Borrowers
• U.S. President Joe Biden on Friday announced student debt [Full Story]
• Macy’s to Slash 2,350 Jobs, Close 5 Stores
• S. department store chain Macy’s is cutting 2,350 jobs and closing [Full Story]
• 9/11 Victim’s Remains Identified as Long Island Man
• The remains of a Long Island man killed at the World Trade Center on [Full Story]
• Hunter Biden Agrees to Private Deposition With GOP
• Hunter Biden has agreed to appear before House Republicans for a [Full Story]
• Kemp Won’t Act on Criminal Referral of DA Willis
• Republican Georgia Gov. Brian Kemp has called the misconduct [Full Story]
• More Newsfront
• Finance
• Sam Altman Seeks Billions for AI Chip Factory Network
• OpenAI CEO Sam Altman plans to use the billions of dollars he is trying to raise for a chip venture for setting up a network of factories that will manufacture semiconductors, Bloomberg News reported Friday…. [Full Story]
• Luxury Fashion Thrives in Times of Financial Stress
• JPMorgan CEO Jamie Dimon Gets $36M Pay Package
• Google AI Scientists in Talks to Form Own Startup
• EV Mileage Is a Scam – Proof the Government Is Cheating
• More Finance
• Health
• Study: Weight Loss for Diabetes Has Multiple Benefits
• Those who drop pounds to help control their diabetes receive other substantial health benefits, according to a new study…. [Full Story]
• King Charles to Undergo Common, Safe Prostate Surgery
• Palliative Care Works, Even Over the Phone
• Strike Cardio-Resistance Balance for Heart Health
• Daily Multivitamin Might Help Aging Brains

Note: to expand this image below to a larger or full size, see the instructions
below the graphic below or click the image and follow the prompts.

Notice: MHProNews invites the firms named in these reports to respond to any concerns about possibly inaccurate information via email that identifies the concern and offers evidence that sheds a different light on the topic discussed. That said, neither MHI nor MHI publicly traded ‘insider brands’ have done so. They’ve been repeatedly invited to do so, including an outreach on Dec 7, 2o23.

APO = Apolo Global Management – bought Inspire Communities

BAM = Brookfield Asset Management – owns and invests in manufactured home communities (MHCs).

BLK = BlackRock – conglomerate has investments in firms and operations involved in manufactured housing.

BRK-A = Berkshire Hathaway – includes outright ownership of Clayton Homes, 21st Mortgage Corp, Vanderbilt Mortgage and Finance, other manufactured home industry linked firms (MHC brokerage, suppliers, etc.).

BX = Blackstone – Blackstone Group LP has made its first big bet on manufactured housing by buying a portfolio of communities sold by Tricon Capital Group Inc.

CDPYF = Canadian Apartment Properties Real Estate Investment Trust – also has manufactured home communities (MHCs).

CIGI = Colliers International Group Inc. – The Manufactured Housing and RV Group “We Assist Owners and Investors with Disposition, Acquisition, and Financing for Manufactured Housing Communities and RV Parks.”

CG = The Carlyle Group – has manufactured home communities investments.

CSGP = CoStar Group – is commercial real estate’s leading provider of information, analytics and online marketplaces. They acquired listing service Homes.com.

CVCO = Cavco Industries – manufactured home and other factory-built housing production, retail, finance, insurance.

ECNCF = ECN Capital Group – includes manufactured home lender Triad Financial Services.

ELS = Equity LifeStyle Properties – includes land lease manufactured home communities (MHCs), but also RV and marine slips holdings. Also has captive manufactured home retail operations, and parent to Datacomp/MHVillage.

FGF = FG Financial Group – FG Communities “Owns and Operates Growing Portfolio of Manufactured Housing Communities.”KEY = KeyCorp – manufactured home community financing and manufactured home single-family mortgage financing.

KMMPF = Killam Apartment REITs- (includes manufactured home communities (MHCs).

LCII = LCI Industries – components for the manufactured home industry and others (RVs, housing, etc.).

LEGH = Legacy Housing – produces manufactured homes, tiny houses, retail, and captive finance operations.

LPX = Louisiana Pacific Corporation – components for the manufactured home industry and others (housing, etc.).

MHC-UN.TO = Flagship Communities Real Estate Investment Trust (REIT).

MHPC = Manufactured Housing Properties – land lease manufactured home communities (MHCs).

MMI = Marcus and Millichap – commercial real estate brokerage services that include land lease manufactured home communities (MHCs).

NOBH = Nobility Homes – produces and offers captive retail, financing, and insurance services for HUD Code manufactured homes and modular homes.

PATK = Patrick Industries – components for the manufactured home industry and others (RVs, housing, etc.).

SKY = Skyline Champion – produces and offers captive retail, financing, and insurance for HUD Code manufactured homes and modular homes.

SUI = Sun Communities – includes land lease manufactured home communities (MHCs), but also RV and marine slips holdings. Also has captive manufactured home retail operations.

UMH = UMH Properties – includes land lease manufactured home communities and captive manufactured home retail, leasing, and financing operations.

UFPI = UFP Industries – components for the manufactured home industry and others (housing, etc.).

• • • NOTE 1: Chart above of manufactured housing connected equities includes the Canadian stock, ECN, which purchased Triad Financial Services, a manufactured home industry finance lender.
    • NOTE 2: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).
    • NOTE 3: Deer Valley was largely taken private, say company insiders in a message to MHProNews on 12.15.2020, but there are still some outstanding shares of the stock from the days when it was a publicly traded firm.  Thus, there is still periodic activity on DVLY.
    • Note 4: some recent or related reports to the REITs, stocks, and other equities named above follow in the reports linked below.
    • Note 5: Gifts of Sight and Insights, What’s in Store for 2024? Including 2023 Year End Reflections, manufactured homes, manufactured housing, mobile homes, MHVille, USA Snapshots, Manufactured housing industry year in review 2023.

 

2023 …Berkshire Hathaway is the parent company to Clayton Homes, 21^st Mortgage, Vanderbilt Mortgage and other factory-built housing industry suppliers.
· LCI Industries, Patrick, UFPI, and LP each are suppliers to the manufactured housing industry, among others.
· AMG, CG, and TAVFX have investments in manufactured housing related businesses. For insights from third-parties and clients about our publisher, click here.

 

2022 was a tough year for many stocks. Unfortunately, that pattern held true for manufactured home industry (MHVille) connected stocks too. See the facts, linked above.

====================================

Disclosure. MHProNews holds no positions in the stocks in this report.

· For expert manufactured housing business development or other manufactured housing professional services, click here.
· To sign up in seconds for our industry leading emailed headline news updates, click here.

• Note 1: MHVille means manufactured housing industry, MHVille also means artificially smaller manufactured housing (MH) industry,
• Note 2: Manufactured housing, building, factories, retail, dealers, manufactured home, communities, passive mobile home park investing, suppliers, brokers, finance, financial services, macro-markets, manufactured housing stocks, Manufactured Home Communities Real Estate Investment Trusts, MHC REITs.
• Note 3:
  

  APO, Apollo Global Management, BAM, Brookfield Asset Management, BLK, BlackRock, BRK-A, Berkshire Hathaway, BX, Blackstone, CDPYF, Canadian Apartment Properties Real Estate Investment Trust, CIGI, Colliers International Group Inc, CG, The Carlyle Group, CSGP, CoStar Group, CVCO, Cavco Industries, ECNCF, ECN Capital Group, ELS, Equity LifeStyle Properties, FGF, FG Financial Group, FG Communities,  KEY, KeyCorp, KMMPF, Killam Apartment REITs, LCII, LCI Industries, LEGH, Legacy Housing, LPX, Louisiana Pacific Corporation, MHC-UN.TO, Flagship Communities Real Estate Investment Trust (REIT), MHPC, Manufactured Housing Properties, MMI, Marcus and Millichap, NOBH, Nobility Homes, PATK, Patrick Industries, SKY, Skyline Champion, SUI, Sun Communities, UMH, UMH Properties, UFPI, UFP Industries.

That’s a wrap on this installment of “News Through the Lens of Manufactured Homes and Factory-Built Housing” © where “We Provide, You Decide.” © (Affordable housing, manufactured homes, stock, investing, data, metrics, reports, fact-checks, analysis, and commentary. Third-party images or content are provided under fair use guidelines for media.) (See Related Reports linked herein. Text/image boxes often are hot-linked to other reports that can be access by clicking on them.)

By L.A. “Tony” Kovach – for MHProNews.
Tony earned a journalism scholarship along with numerous awards in history. There have been several awards, honors and numerous public recognitions for his achievements in manufactured housing. For example, he earned the prestigious Lottinville Award in history from the University of Oklahoma, where he studied history and business management. Kovach is a managing member and co-founder of LifeStyle Factory Homes, LLC, the parent company to MHProNews, and MHLivingNews.com, which is ranked as the runaway most read trade media in modern manufactured housing history. This article reflects the LLC’s and/or the writer’s editorial views and may or may not reflect the views of sponsors or supporters.