Who’s Right? Goldman Sachs, BoA? Market Thumbs up or down 2018? MH Market Update$

CNNmoney11.22.2017ManufacturedHomeStocksMarketsReportsMHProNewsWhy is tax reform, regulatory rollback and other reforms in Washington important to the economy and manufactured housing?

Theirs a de facto debate between recent analysis by Goldman Sachs and Bank of America (BoA), with the first optimistic, and the second, a darker forecast.  That will be our spotlight focus today…

If you’re new, already hooked on our new spotlight feature – or are ready to get the MH professional fever – our headline reports are found further below, just beyond the Manufactured Housing Composite Value for today.

The evolving Daily Business News market report sets the manufactured home industry’s stocks in the broader context of the overall markets.

Part of this unique feature provides headlines – from both sides of the left-right media divide – that saves readers time, while underscoring topics that may be moving investors, which in turn move the markets.

Readers say this is also a useful quick-review tool that saves researchers time in getting a handle of the manufactured housing industry, through the lens of publicly-traded stocks connected with the manufactured home industry.

MH “Industry News, Tips and Views, Pros Can Use.” ©

Selected headlines and bullets from CNN Money:

  • Uber’s massive hack: What we know
  • FB shows users what Russian propaganda they liked
  • Gayle King: Charlie Rose allegations are ‘painful’
  • FCC moves quickly to upend internet, media rules
  • Oil prices hit 2½-year high on Keystone shutdown
  • Buffett loves Coke. But will he back Pepsi buyout?
  • Britain crashes out of world’s top 5 economies
  • Mexico to raise minimum wage…to $4.70 a day
  • Trump DOJ puts Corporate America on notice
  • Gun sellers hope Black Friday will be a break from slump
  • Crew announces dozens of store closings

 

Selected headlines and bullets from Fox Business:

  • Christmas tree shortages continue, signaling a dying industry?
  • Stocks scale record high, crude oil gains
  • FTC says it is evaluating ‘serious issues’ raised in Uber’s handling of a data breach
  • How Trump’s relationship with GOP lawmakers could impact tax reform
  • Fed policymakers say rate increase likely warranted soon: minutes
  • 5 reasons for older Americans to give thanks in 2017: AARP
  • Uber hack: What you need to know
  • Military overhauls retirement system in biggest shift since World War II
  • Cyber hackers troll for Thanksgiving shoppers: 5 tips to stay safe
  • FCC chairman: Repealing net neutrality will benefit the market
  • Deadline nears on Medicare’s open enrollment: What you need to know

 

 

ICYMI – for those not familiar with the “Full Measure,” ‘left-right’ media chart, please click here

Today’s markets and stocks, at the closing bell…

S&P 500 2,597.08 -1.95(-0.08%)

Dow 30 23,526.18 -64.65(-0.27%)

Nasdaq 6,867.36 +4.88(+0.07%)

Crude Oil 58.06 +1.23(+2.16%)

Gold 1,291.80 +10.10(+0.79%)

Silver 17.13 +0.17(+1.00%)

EUR/USD 1.1818 +0.0085(+0.73%)

10-Yr Bond 2.322 -0.041(-1.74%)

Russell 2000 1,516.76 -2.13(-0.14%)

9MarketIndicatorsYahooFinance11.22.2017DailyBusinessNeawsManufacturedHousingIndustryStocksMarketsReportsDataMHProNews

Manufactured Housing Composite Value

 YahooFinanceManufacturedHousingCompValue11.22.2017DailyBusinessNewsStocksMarketsDataReportsMHProNews

Today’s Big Movers

For all the scores and highlights on tracked manufactured home connected stocks today, see the Bloomberg graphic, posted below.

Today’s MH Market Spotlight Report –

Goldman Sachs’ recent outlook was brighter, BoA’s is darker. Who is right?

CNBC lays out their view of the mixed optimism/pessimistic views of what to expect from the markets in 2018,  The Daily Business News take is simple, and common sense.

Continue to take the breaks off the economy, business, and job creation.

NFIB’s Juanita Duggan Cheers, Leads, Explains Why on Tax Reform for American Businesses

If Congress gets meaningful tax reform done this year, that will be a big step towards seeing the economic growth already underway to continue or accelerate.

What almost everyone is missing is how quickly AI/robotics/automation could upset these equations.  MHProNews will provide a new update on that topic in the near term.

CNBC’s bulleted take, and video, on 2018 follow.

CNBCLogoDailyBusinessNewsMHproNewsBank of America sees end of bull market coming in 2018: Here’s how it will happen

  • Bank of America Merrill Lynch predicts “capitulation” for the bull market in 2018, with the S&P 500 peaking at 2,863.
  • Strategist Michael Hartnett said the firm is prepared to “downgrade risk aggressively” once it sees the triggers in place.
  • A shift from passive to active in investor allocations would be one of the signs that the rally is about over.

 

 

WillTheBullsStillRunMarket42018ManufacturedhousingIndustryOutlookDailyBusinessNewsMHProNews

See Recent Exclusive 1 Year Snapshot of All Tracked Stocks

Profitable Insight$ – POTU$ Trump Effect on MH Stock$ at 1 Year, Part 4

Suppliers LPX, Patrick, Manufactured Home Builders Nobility, Skyline Homes – the Trump Effect on MH Stocks, Markets Part 3

Trump Effect – 1 Year Election Impact on Manufactured Housing Connected Stocks, Part 2

Just the Facts – Trump Effect on Manufactured Home Connected Stocks, Part 1

NOTE: the chart below covers a number of stocks NOT reflected in the Yahoo MHCV, shown above.

NOTE: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).

 11.22.2017DailyBusinessNewsManufacturedHousin

 

Berkshire Hathaway is the parent company to Clayton Homes21st Mortgage, Vanderbilt Mortgage and other factory built housing industry suppliers.

LCI Industries, Patrick, UFPI and LP all supply manufactured housing.

AMG, CG and TAVFX have investments in manufactured housing related businesses.

Your link to industry praise for our coverage, is found here.

For the examples of our kudos linked above…plus well over 1,000 positive, public comments, we say –Thank You for your vote of confidence.”

“We Provide, You Decide.” © ## (News, Analysis.)

(Image credits are as shown above, and when provided by third parties, are shared under fair use guidelines.)

SoheylaKovachManufacturedHomeLivingNewsManufacturedHousingIndustryDailyBusinessNewsMHProNews-Submitted by Soheyla Kovach to the Daily Business News for MHProNews.com.

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