Core Viewpoint - Investor Steve Eisman suggests that President Trump's initiative to lower mortgage costs could lead to a short-term rally in U.S. homebuilder stocks, despite not addressing deeper market issues [1]. Group 1: Policy Impact - Trump's proposal includes purchasing $200 billion in mortgage-backed securities to reduce borrowing costs, which Eisman believes could trigger a rally in homebuilder stocks [2]. - The current mortgage rates have decreased to 6%, and if they drop to 5.5%, it is expected that both existing and new home sales will improve [3]. Group 2: Stock Performance - Two key homebuilder stocks, Lennar Corp. and D.R. Horton Inc., are highlighted as having potential for upward movement due to falling mortgage rates and their low valuations [3]. - D.R. Horton has a market capitalization of $45 billion, and Eisman anticipates that these stocks will rise more rapidly than expected [3]. Group 3: Market Context - The homebuilding sector had a challenging year in 2025, impacted by high rates, tariffs, and immigration policies, but is showing positive momentum at the start of 2026 [4]. - Year-to-date performance for Lennar Corp. is +13.79% and for D.R. Horton Inc. is +7.03%, indicating a recovery trend [5].