[Berkshire's Taylor Morrison deal](https://www.cnbc.com/2026/06/01/berkshire-taylor-morrison-bet-housing-market-bottom.html) isn't about housing bottoming—it's about macro regime validation. The biggest capital allocator on Earth is signaling that consumer fundamentals aren't breaking, which means the defensive rotation everyone's been chasing ($RL's flatline, consumer staples outperformance) just got cut off at the knees.

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