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More than half of US homes fell in price in 12 months — Whalen Global Advisors chairman
13 calls: Why the Fed gets forced back into bond buying, the $2T deficit that makes a rate hike beside the point, and the insurers he says will not be…
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Moody's chief economist: the 10-year was below 4% the day before the US bombed Iran
8 calls: Why he would vote to hold with the hike 95% priced, what a negative supply shock does to the Fed's two jobs, and the housing math at 7x income…
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An October hike is now about a 45% probability — Prosper Trading Academy CEO
4 calls: How he splits last week's selloff between rates and energy, what to listen for in the statement rather than the decision, and the mortgage rate…
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Former Fed governor: the credibility argument amounts to people posting mean tweets
5 arguments: Why core CPI has round-tripped to pre-pandemic levels, what the term premium says about the bond selloff, and the part of the economy that…
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BlackRock's fixed income CIO: the Fed will hike, and it will not touch inflation
9 calls: What 100bps of rate rises costs the US government, the 7.2% he is getting inside three years, and why he now grades equities a B minus
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Clever Real Estate editor: 93% of sellers who asked for a lower commission got it
5 lessons: What a full point off is worth on a median-priced home, why two thirds of sellers never ask, and what the NAR settlement changed about who…
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Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M today
11 moments: the Ross Perot deal that died over a Cadillac, the decade and a half Home Depot stopped opening stores, and why half of its e-commerce never…
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Dan Orlando: the data-center build will not slow whether the Fed hikes 50bps or 100bps
7 calls: Why the curve steepener became the most challenged trade in rates, what tripling the Treasury's buyback program did not fix, and where the bond…
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James McIntyre: Australia's developer collapse is a private credit problem
5 takeaways: Why floating-rate mortgages make Australia the fastest transmission of rate rises, what a 30 June valuation now misses, and why this will…
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Acquired: $1,000 in Home Depot's 1981 IPO is $17M today, against $170K in the S&P 500
21 moments: the Cadillac argument that cost Ross Perot $223B, the CEO who would not take his pay in stock, and 11 years of growth with no new stores
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Harry Dent: the average first crash out of a bubble is 46% in less than 3 months
9 predictions: Why he thinks housing falls harder than stocks, what 17 years and $31T of stimulus actually bought, and the one asset he says goes up…
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Marketplace: the 9 biggest tech firms have nearly $3T of debt off the books
7 takeaways: Why central banks are all turning hawkish at once, how buy-now-pay-later balances cost one buyer a mortgage, and the record diesel price…
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