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Conor Sen
@conorsen
Founder of the Housing Frame on Substack. Housing, markets, economy. Ex-
@opinion
. Suburban dad. The future is a policy choice.
加入 September 2009
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Conor Sen
@conorsen
2026.09.25 17:17
Maybe it's mostly because Berkshire Hathaway bought more Lennar, which is not the homebuilder I'd be buying here, but it's noteworthy that homebuilding stocks haven't made new lows in this recent surge in interest rates:
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