Author expects a Trump administration homebuilding announcement at Davos and prefers Pultegroup (PHM) as the top beneficiary due to Bill Pulte's FHFA role, with Lennar (LEN) as second choice on Stuart Miller's ties to Trump, and plans to open a position next week.
PHM — LONG The author expects the Trump administration to announce homebuilding priorities at the World Economic Forum this month, potentially with an executive order, to close the home deficit. Pultegroup is the top pick because Bill Pulte, grandson of the founder, is currently director of the Federal Housing Finance Agency, which the author views as a decisive advantage. The author plans to open a position in Lennar or Pulte next week.
Pultegroup (PHM): I think this will be the one to go to. Third largest home builder in volume, but much more importantly Bill Pulte the grandson of the founder is also currently the director of the Federal Housing Finance Agency. Need I say more?
LEN — LONG The author's second choice is Lennar, citing CEO Stuart Miller's participation in Trump's strategic and policy forum in the first administration. Miller reportedly hinted at talks with the Trump administration in late 2025/early 2026 about affordability and supply. The author is considering opening a position in Lennar or Pulte next week.
Lennar (LEN): second choice. Want to say this is the second largest homebuilder could be confusing this though. More importantly Stuart Miller (CEO) was part of Trump’s strategic and policy forum in the first admin.
This Reddit post, published January 10, 2026, features u/YungPersian discussing PHM, LEN. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/YungPersian · Tickers: PHM, LEN