Author: Mickael Rois

Lennar Corp. ($LEN) revealed homebuilder confidence remains low amid economic uncertainty, with the NAHB index plunging to its weakest level since 1994. Despite historically high home prices, surprising market headwinds continue to erode builder optimism and unsettle investors looking for stability in housing stocks. Homebuilder Sentiment Index Falls to 34, Lowest Since 1994 The National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index sank to 34 in November, a four-point decline from the previous month and the lowest reading since April 1994. According to NAHB data, three of four regions reported double-digit drops since July. D.R. Horton ($DHI) shares…

Pershing Square’s Bill Ackman ($PSH) declared the U.S. government-sponsored enterprise (GSE) stock sale ‘not feasible,’ unveiling a surprising alternative plan for Fannie Mae and Freddie Mac. The statement caught investors off guard as momentum had built around the long-awaited GSE exit. Why does Ackman call the GSE stock sale unworkable—and what does his plan propose? GSE Stock Sale Halted: Ackman Brands Current Plan Unworkable Bill Ackman announced on November 18, 2025, that the much-anticipated capital raise for Fannie Mae ($FNMA) and Freddie Mac ($FMCC) is ‘not feasible under current market conditions.’ Citing projected $150 billion-$180 billion equity needs, Ackman pointed…

Tidalwave ($TDWV) announced Jason Cao joins Tidalwave as Chief Operating Officer, shaking up the real estate sector with a leadership move that caught analysts off guard. Investors are watching closely as the appointment signals a new direction for the $2.1 billion firm. Jason Cao Appointed COO: Tidalwave Reinforces C-Suite for $2.1B Push Tidalwave ($TDWV) revealed on November 18, 2025 that Jason Cao has joined as Chief Operating Officer, effective immediately. Tidalwave manages $2.1 billion in real estate assets as of Q3 2025, operating in both commercial and residential segments. Cao, previously COO of SunRiver Realty ($SRRV), oversaw $5.4 billion in…

Senate Democrats urge the GAO to launch a formal investigation into PulteGroup ($PHM), questioning the company’s recent 22% profit jump and land acquisition strategies. The Senate panel’s request for oversight puts “Senate Democrats GAO investigation Pulte” at the forefront of industry scrutiny, raising significant investor interest across the real estate sector. Senate Democrats’ GAO Investigation Targets Pulte’s $3.8B Revenue Surge On November 18, 2025, Senate Democrats formally requested the U.S. Government Accountability Office (GAO) to investigate PulteGroup ($PHM) following its Q3 2025 report showing a 22% year-over-year profit increase and $3.8 billion in revenue, per company filings. Lawmakers cite concerns…

National Association of Realtors ($NAR) revealed that its 2025 policy will extend MLS access to non-Realtor agents—prompting debate on whether NAR non-Realtor MLS access signals a real market shift. Investors, brokers, and homebuyers are all asking: Will this disrupt industry profit centers, or is it a negligible move? NAR Opens MLS Access to Non-Realtors Amid Broker Scrutiny On November 13, 2025, the National Association of Realtors ($NAR) confirmed that its Multiple Listing Service (MLS) platforms will allow non-Realtor licensed real estate professionals to submit and review listings nationwide. Previously, participation was limited to the association’s 1.56 million dues-paying members as…

Rightmove plc ($RMV) revealed UK house asking prices dropped 1.5% in November, as sellers react to mounting budget speculation. The unexpected fall in UK house asking prices November 2025 contrasts with recent autumn trends. Investors ask: does this signal deeper market unease ahead of the Autumn Statement? UK House Asking Prices Drop 1.5% as Sellers Respond to Budget Rumors Rightmove ($RMV) reports that the average asking price for UK homes fell 1.5% to £362,143 in November 2025, marking the sharpest November decline since 2018. According to the company, more than 60,000 new sellers entered the market this month, many pricing…

UK officials revealed a sweeping crackdown on rogue landlords ($UKREIT), pushing the focus keyphrase UK rogue landlords renters rights into the national spotlight. Despite ambitious new protections, the government’s past inaction exposes deep fissures in tenant safeguards, surprising markets and investors watching real estate reforms. Record Fines and New Regulations Target 24,000 Rogue Landlords in 2025 The UK government announced record fines surpassing £12 million against non-compliant landlords in 2025, according to official Ministry of Housing data released in October. The English Housing Survey found that prosecutions for illegal eviction rose by 28% from 2022 to 2024, while over 24,000…

USD supported by less dovish Fed and political uncertainty, says Macquarie. Explore latest forex data, market impacts, and key strategies for investors.

Asia FX dips amid Fed uncertainty as the Japanese yen touches a 9-month low on fiscal worries. See why investors are reacting and what it means for portfolios.

Dollar slips lower on dovish Fed speak as forex traders eye CPI and jobs data. Get data-backed analysis of USD moves, sector impact, and investor strategy.