Toll Brothers, Inc. (TOL)

Buys this morning:  * $13.73 * $106.65 * $11.91  * $2214 * $2285 * $67.80 * $23.06 * $47.13 * $50.80 Shorts this morning:  * $32.81

* The case for homebuilders  I have been accumulating the shares of three homebuilders over the last 10 days - Green Brick Partners , Toll Brothers and DR Horton .  As promised yesterday, the bullish case is based on the following:  * I believe the ...

Homebuilders - , and - green in a sea of red.

Aggressively buying , and . 

* The market (and money) never sleeps -- and neither do I, it appears! * Futures turned higher in the middle of the night and sustained the rally thus far. "Workin' on our night moves Trying to lose the awkward teenage blues Workin' on our night mov...

Following longs this morning: $13.86, $44.02, $5.59, $108.86, $27.32, $12.50 and $151.49. Also, adding to three homebuilders - , and .

* The market (and money) never sleeps -- and neither do I, it appears! * Futures were schmeissed last night and early morning. "Workin' on our night moves Trying to lose the awkward teenage blues Workin' on our night moves In the summertime And oh t...

* $50.71 * $308.97 * $13.31 * $165.77 *  $158.61 * $411.45 * $46.33 * $43.81

 * The market (and money) never sleeps -- and neither do I, it appears! * Until about an hour ago it was a relatively quiet futures session -- when futures began to dip "Workin' on our night moves Trying to lose the awkward teenage blues Workin' on ...

In order, largest first:  * ($21.31) * ($48.09) * ($172.03)

I am aggressively buying , adding to . Also buying more Amazon (sub $2400) and Alphabet ($2305).

* The market (and money) never sleeps - and neither do I, it appears! * Futures were mixed most of the evening but have ripped higher in the last few hours "Workin' on our night moves Trying to lose the awkward teenage blues Workin' on our night mov...

* The market (and money) never sleeps - and neither do I, it appears! * Futures were modestly lower overnight with little news to influence them... "Workin' on our night moves Trying to lose the awkward teenage blues Workin' on our night moves In th...

Adding to and (Trades of the Week).

Last week's Trade of the Week was to short the cruise lines - that worked out fine. As telegraphed, today's Trade of the Week is to buy the homebuilders - and .

* I am neither a Perma Bull nor Perma Bear - I am a value investor who has at my core the marriage of a contrarian and a calculator * I am now less bearish as the markets, and falling share prices, have begun to discount my concerns * Selectively bu...

* The market (and money) never sleeps - and neither do I, it appears! * Futures had a very weak evening/early morning reflecting the China lockdowns, and not deepening concerns over Fed tightening as I suggested on Friday "Workin' on our night moves...

I am adding to and on weakness.

* And so am I!   As mentioned yesterday, I am adding to my homebuilder exposure based on my belief that much of the rate rise is over (for the time being).   I added to Green Brick Partners and initiated a Toll Brothers long.   Yesterday I noticed T...

* The market (and money) never sleeps * Futures had a decidedly positive look all evening "Workin' on our night moves Trying to lose the awkward teenage blues Workin' on our night moves In the summertime And oh the wonder Felt the lightning And we w...

With the possibility that has hit a low - I own a lot of Treasuries - I am expanding my homebuilder exposure, buying in addition to adding to .

* We are now within 5% of the 52 week highs...  She comes on like a rose but everybody knows She'll get you in Dutch You can look but you better not touch Poison ivy, poison ivy Late at night while you're sleepin' Poison ivy comes a-creepin' around ...

* Phew!  Here is a review of my trades today:  * I covered my short and actually went long (on average $452.84) some SPY against my short SPY calls - as it was premarket and puts/calls were not trading! - bringing me back to market neutral. * I adde...

I am short against . Also,  - added to on weakness this morning - along with his cousin are getting jiggy.