Newcastle Investment is a blunt 'high risk, high reward' stock with a good yield.
Avoid homebuilders and anything associated with the building trade.
The hedge fund is buying up shares of American Realty Capital Trust.
For the most part, this is a huge positive for the economy.
The huge post-cliff rally confirmed strength this year.
Billionaire Ken Griffin thinks its price is too low, but we wouldn't recommend it to most investors just yet.
This issue could impact the ongoing discussions concerning the federal budget and tax policies.
Before you join the rush back into housing stocks, consider these macro and governmental factors.
More challenges in the housing and mortgage markets.
Disciplined investors don't make decisions based on 'what if' scenarios.