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Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

The Acquirers Podcast

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I'm a Little Bit Pessimistic About the Economy in General and Housing Everything at the Moment.

I'm surprised it hasn't shown up in real estate or housing prices yet. I can't really square those two. We're down like 6% or 7% over the last 12 months. It's not much. Target plays a lot more in these discretionary kind of general merchandise categories. They peaked at 13.3% I think in 21, which was like 2X the long run average on their way south right now.

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