Jan. 24 at 6:47 PM
In a world of tit-for-tat trade tariffs, shifting geopolitics, and rising policy uncertainty, U.S.-centric businesses matter more.
$RKT operates almost entirely within the U.S. housing system. It is the largest mortgage originator in a highly fragmented market, steadily gaining incremental share.
That focus is a moat. RKT avoids global supply chains and tariff risk, with direct leverage to U.S. housing normalization in a fragmented domestic market.
General market commentary — not a recommendation ⚠️