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Patience is a Virtue with David Gelles of the New York Times

RiskReversal Pod

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The Importance of Pass-Through Pricing

This week we have some really important retailers. I don't necessarily know if they're telling the consumer, but people will make that leap. The inventory thing is going to be an interesting story. We haven't seen a huge drop-off in home prices,. Unless you're forced to move and get out of your 3%.

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