• Opinion: FICO, the 3Bs: Fruit from a rotten tree. Here’s how we fix It.,Coby Halakir

    Opinion: FICO, the 3Bs: Fruit from a rotten tree. Here’s how we fix It.

    In November 2025, Equifax published a statement making the case that FICO is the villain in the mortgage credit cost story. It was just one more shot across the bow from the 3Bs at FICO; a battle we’ve been watching play out in real time for years. The numbers don’t lie: FICO’s per-score price has g

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  • Toll Brothers expands luxury footprint with Buffington acquisition,John McManus

    Toll Brothers expands luxury footprint with Buffington acquisition

    The market reaction to homebuilder earnings this spring has carried a clear message: scale, discipline, and positioning still matter­. Where you choose to deploy them may matter even more. On Tuesday, Toll Brothers signaled its next move in that equation by announcing a deal to acquire substantially

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  • D.R. Horton executed again, and smaller builders feel the squeeze,John McManus

    D.R. Horton executed again, and smaller builders feel the squeeze

    D.R. Horton’s stock arc mapped a familiar story Tuesday. Of investor recognition. Of the power and primacy of no financial or operational surprises to the negative. Shares traded modestly higher on elevated volume following the company’s fiscal Q2 earnings release this morning, as investors processe

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