Hello fellow rubble capital. I hope you're well. So we got big news with home builders.

We discussed this briefly the other day, but wow, I did not realize how bad it's getting in the housing market right now.

And I was going to name this video or the title was was going to be, no matter how bearish you are

on the housing market, you ain't bearish enough.

So on that bombshell, let's dive right in.

You guys will quickly see what I am referring to.

Now, most of you know, Lanar came out the other day and announced the earnings

per share, dropped 49% in the third quarter of 49%. I mean, that is unbelievable. So now, as you know,

their share price got shellacked, but look what it did today.

So we go back five days and we can see it getting taken out of the woodshed.

And then today, we get this big bump.

Now, to be in full disclosure, I have a short position in Lanar. And not that you should do that. This isn't

investing advice. I'm just telling you what I have here. And you'll probably see why in just a

moment. So why did we get this bump up today? Like, why did the price increase? And just to be clear,

I went short today.

I wasn't short before today.

So let's go over to the calendar, the Market Watch calendar that we always reference.

This thing is fantastic.

And look at this.

Wednesday, September 24th, new home sales, 800,000. Whoa. And the expectation was for 649. So I know a lot of you

write about now are saying to yourself, George, what on earth are you talking about?

This is not bearish. This is wildly bullish. In fact, if I'm not mistaken, this is the best number that we have had in years as far as new home sales.

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