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Learn how by watching Vanta's on-demand demo at vanta.com 7,000,000,000,000,000,000,000,000,000,000,000,000,000, give you a choice. We can start with housing, right? Some home builder stocks have sold off because there has been an increase in

listings of homes for sale and some people are wondering whether that's a worrisome sign, but one investment bank says,

no, it's a buying opportunity.

That's one item.

The other item is about obesity meds.

There's a company out there that's known for selling.

The kind of stuff you'd feel awkward talking to someone at the pharmacy counter

about if you don't want to hear, if you don't...

Let's do the housing one.

All right, but we're coming back to the other one, just so you know. Welcome to the Barron Streetwise Podcast. I'm Jack Howe and with me our audio

producer Jackson Cantrell. Hi Jackson. Hi Jack. Hi Jack.

So home builder stocks in the U.S. have done very well over the past few years, but not since the end of March. Toll Brothers was recently down 8%,

Lenar was down 10%, D.R. Horton was down 14% and the S&P 500 over that same period was up 3%

3%. So what is the problem? It's not mortgage rates, I don't think.

I mean they're high, they're a lot higher than they used to be, but if you look since the end of March, they went up a bit, then they eased a bit, and now they're not much higher than they started, a little under 7% on a 30-year fixed mortgage.

There have been some mixed economic signals, but I don't think that's it either.

UBS blames an uptick in home inventory.

If you look at listings, the latest data we have from the US Census Bureau and from the

...