The news that housing starts rose 20 percent in April serves as just the latest evidence that housing is set to roar back in a big way, according to Fundstrat Global Advisors' Tom Lee. But the real key to the rally will be young people buying homes.
Lee notes that household formation numbers compiled by the U.S. Census have recently started to break out. But the usually bullish strategist says they still have a long way to go.
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