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Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

The Acquirers Podcast

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The Tension Between Housing and the Fed's Expectations

The tension is clearly between those people who think that housing is overvalued, given where interest rates are. Employment's still looking pretty healthy, even though it's a lagging indicator. That gives them plenty of room to keep the rates up. If he panics and does what just about every other Fed share is done and pins them to zero, then we're back to the racist run.

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