I follow lots of interest sensitive stocks, especially the home builders. Lately, I've also been focusing my attention on the construction suppliers and home improvement retailers. Many are already getting whacked, but I think there could be more downside ahead.
Marketwatch picked up an article I wrote on the topic; if you're interested in reading it, follow this link:
Daily analysis of trends in interest rates, financial stocks, the economy, the housing market, and more.
Disclaimer: The comments herein reflect personal opinions about the markets. Under no circumstances does this information represent a recommendation to buy or sell securities.
I've been researching and writing about the financial markets since 1997. I'm fascinated by interest rates, financial stocks, and the housing market -- and I'll do my best to keep you interested in them at this blog, too. Enjoy!