More Eisman on housing (previous): One last U.S. pick is Colony Financial (CLNY) - which has...


More Eisman on housing (previous): One last U.S. pick is Colony Financial (CLNY) - which has made news lately by being an aggressive entrant into the single-family rental business and has slated an IPO for its Colony American Homes. Turning to Canadian housing: "It's too late for a soft landing," and he's shorting Toronto-listed Home Capital Group - the nation's largest originator of non-prime mortgages. More on shorting Canada.

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