I keep hearing about the housing recovery, but the statistics don’t match the storyline. The homebuilder ETF has fallen over 5% in the last four days. It is down 7% in the last two weeks. Toll Brothers stock has fallen by 17% in the last two weeks. Do homebuilder stocks plummet when the housing market is recovering? Caterpillar stock has fallen like a rock. Copper is falling like a rock. Do heavy machinery companies and metals used in new home construction plummet when there is a housing recovery underway? Inquiring minds want to know.