Where Americans Moved During The Pandemic & How To Play It

 We are in the middle of a mass migration of people from major cities to other areas of the country. The states that saw the largest influx of people were Arizona, Nevada, Texas & Florida. The states that saw the biggest outflow of people were California, Washington, Illinois, NY & Washington DC. But the biggest question we have as investors are: 1) Are these permanent and will the trends reverse? 2) If they are permanent, what short term effects will there be? And 3) What are the long term effects of this massive change in the way people live!

Let's break down the answers to these questions and which companies stand to benefit the most from this trend!

Sneak Peak for the below: One of the stocks is Lennar (LEN)