Invest Like its 1999? What’s Next for Housing? And Nevermind the Narrow Rally? 6/20/23

A new CNBC economic survey revealing most economists see improving growth this year, so could we avoid a hard landing? Wells Fargo’s Chris Harvey says not so fast, he tells us why he’s breaking out the 1999/2000 playbook. May housing starts surging on the heels of strong homebuilder sentiment. We talk what’s next for the real estate market. Plus, nevermind the mega cap tech stocks, there’s a rotation underway according to Goldman Sachs. We have the names to buy now.