Aug. 20 at 7:36 AM
$DHI $HEI.A
$KB $KDP $COIN D.R. Horton benefits from housing demand and mortgage conditions, HEICO's Class A shares provide exposure to its aerospace and defense operations, KB Home benefits from residential construction, Keurig Dr Pepper benefits from beverage demand, and Coinbase benefits from crypto trading and digital-asset activity. I'm watching mortgage rates, housing starts, aircraft demand, beverage volumes, and crypto liquidity.