» Equity Market Highlights – May 2011 Decision Economics

Equity Market Highlights – May 2011

Posted May 16, 2011 by CLeahey

[private][private]Where Do We Stand on the Housing Recovery?
A Review of Risks and Opportunities

Back in June 2010, I offered the perspective on the housing market that several headwinds would delay the recovery until sometime in late 2011 or early 2012 once the backdrop improved. Since then, home builder stocks have returned +2.5% (virtually nothing in real terms) compared to the S&P500 return of +20%.
Equity Market Highlights – May 10, 2011[/private][/private]