Jeff Gundlach and One of the Best Tactical Market Calls of the Year

Back in April the headline at Reuters was:
DoubleLine's Gundlach suggests shorting homebuilders

Then in early May he did the Sohn Conference:

eFinancial News:
Top picks from this year’s New York Sohn Conference
And Business Insider:
Here's Jeff Gundlach's Big Presentation On Why Homeownership Is Overrated And Why He's Short The Homebuilders

We managed to pick up on this, Jan.-Feb. through Aug.:
The Man Who Called This Year's Decline In Interest Rates

And completely missed this (via Abnormal Returns):

Homebuilders are sitting at 52-week lows.  (StockCharts Blog)