daz999999999
01-08
$S&P 500(.SPX)$  

$American Homes 4 Rent(AMH)$  

$Invitation Homes Inc.(INVH)$  

Today's Big Picture

Trump Targets Corporate Landlords

The President wants to ban big investors from buying single-family homes. Invitation Homes $INVH and AMH $AMH sold off immediately.

If Congress codifies this, it's a structural shift for single-family rental. I'm skeptical it survives legal challenges but am in support of getting corporate out of residential homes.

Labor Market Keeps Cooling

Job openings fell to 7.15 million in November, lowest since September 2024. ADP payrolls came in light at 41,000 versus 48,000 expected. Not alarming yet, but the trend is much clearer heading into Friday.

Venezuelan Oil Returns to Market

Maduro is out and the oil is flowing again. Trump says the U.S. will receive up to 50 million barrels and he's meeting energy execs Friday to talk investment. Crude dropped on the supply news. Politics is driving oil prices more than fundamentals right now.


S&P, Dow Break Records: Would January Effect Last?
S&P 500 and Dow Jones both closed at record highs. As January goes, so goes the year. When January closes positive, the S&P 500 is higher 89% of the time, with an average gain of 17% and an average maximum drawdown of 10.5%. When January is negative, average returns fall to -1.8%, with only a 50% hit rate and deeper market drawdowns. How do you see 2026 unfolding? Will U.S. equities continue to deliver double-digit gains, or lag behind other global markets? Will AI leadership rotate toward memory stocks or SaaS companies?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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