
Positioning at Record Highs 12/3/24
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Housing Stocks and Market Dynamics
This chapter explores the resilience of housing-related stocks, such as Home Depot, and discusses their performance amid economic cycles. A lighthearted exchange delves into the correlations between retail giants and the housing market, while also addressing key acquisitions and trade policies impacting sector stocks. The speakers emphasize the importance of risk management in investing, alongside optimistic projections for the U.S. economy and stock market.
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