Key Takeaways Easing mortgage rates and Fed cuts are improving the setup for a 2026 housing market recovery.LEN, CCS, and GRBK stand out for cost control, land strategy, and operational execution entering 2026. All three builders show signs of margin strength and are positioned to capture demand as sentiment improves.The U.S. housing market closes 2025 at an inflection point. Supply remains structurally constrained, mortgage rates have begun to ease, and the Federal Reserve has entered a more accommodative ...

Shares of Toll Brothers ( TOL ) have been a poor performer over the past year, losing about 13% of their value. Hopes for a rebound in the housing market quickly dissipated at the start of 2025Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we have no stock, opt ...