It involves people pocketing their savings from lower gasoline prices so that the economy cools and the Fed doesn't need to raise rates again.
As I set aside time to stroll through both the housing market and stock market, I've found the act of looking is critical to making key finds.
Let's take a tour of the DoubleLine Commercial Real Estate fund and the DoubeLine Mortgage fund -- both products of Jeffrey Gundlach's Doubleline Capital.
Shares of Lowe's are retreating on the charts, so buyer beware.
It looks like overall housing trends may be throwing a wrench in the prices of HD.
Let's review the charts and indicators.
These recently downgraded names are displaying both quantitative and technical deterioration.
In signs of economic progress, two indicators that stubbornly have refused to budge are rising.
And it seems investors continue to underestimate the impact of the Fed's hawkish policy shift on equities and the economy.
With mortgage rates unlikely to come down anytime soon, homebuilders are likely to come under increasing pressure and so are their stocks.