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Robert Reffkin: 42% of listings have cut their price, the most in nearly 10 years
4 calls: Why the low end is down 10% while $1M-plus homes are up 4%, the San Francisco rent figure he calls beyond belief, and the state he would buy…
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Karr Ingham: renewable energy isn't so renewable — $89B to scrap dead wind turbines
7 arguments: Why he says the US shale boom's heavy lifting is already done, why he's anti-tariff even against Canada, and the $89B bill nobody's paying…
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Ray Washburne: Texas Democrats' money is wasted — no statewide loss since 1994
9 takeaways: why he says pump prices drift down through the fall, why data centers will not move urban voters, and his read on the 2028 Republican field
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Brooke Rollins: wholesale egg prices are down 90% from the Biden peak
3 takeaways: her case that food and energy costs already beat their Biden-era peaks, how she ties farm costs to Iran's nuclear program, and her direct…
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Beth Van Duyne: deportations at 3.5M are what is bringing housing costs back down
5 takeaways: The Dallas Fed paper she says pins 30% of the rise in house prices on illegal immigration, the $4T tax increase she says was avoided, and…
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Kyle Grieve & Shawn O'Malley: the $320 fair value that missed a five-bagger, how Comfort Systems' backlog grew eightfold, and why they still…
How a boring Houston contractor became an AI trade, the $24 billion of contracts rivals cannot bid on, an incentive plan paid at its 200% cap, and the…
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