December E-mini S&Ps (ESZ14 +0.10%) this morning are up +0.11% and European stocks are up +0.47% after better-than-expected China Oct exports signal signs of strength in the global economy.

Benchmarks eked out small gains on Wednesday following Fed’s decision to continue with low rates for a “considerable time”. Meanwhile, strong home builder confidence along with better-than-expected quarterly results of Lennar helped housing stocks outperform the broader markets.

My own "back-of the-napkin" analysis to help investors and traders connect the dots and see the bigger picture of a residential real estate capital market theme which is far from over and offers a credible risk-to-reward opportunity.

Has the United States ever experienced a time when a foreign nation has attempted to buy up so much of our land all at once? The Chinese are on a real estate buying spree all over America and it seems Zillow is more than happy to enable that.

To execute a value-based investment strategy, one must truly understand the profitability and valuation of a company.

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