In the following video, Motley Fool financial analysts David Hanson and Matt Koppenheffer talk about the continuing upward trend for housing starts and home prices, and discuss whether or not this translates into big banks continuing their tear from last year.

David tells investors that while much of the banking boom from last year for big banks was driven by mortgage banking, much of that was related to homeowners taking advantage of the current temporary low interest rates to refinance their mortgages. David takes a look at what this means for banking investors in the short term vs. the long term. 


David Hanson has no position in any stocks mentioned. Matt Koppenheffer owns shares of Bank of America. The Motley Fool recommends Wells Fargo. The Motley Fool owns shares of Bank of America, JPMorgan Chase, and Wells Fargo. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.