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Lumbering Through Fed Week + Michael Marone & Boris Vuchic Of Crescent Rock Capital

RiskReversal Pod

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Crudol: A Leg Higher?

The housing market is fascinating. There's supply demand imbalances and now that commodity costs are going their way, some of the leverage and the margin power they have is pretty extraordinary. So they find themselves in a really interesting, unique environment despite the fact that interest rates have moved so precipitously higher. That being said, you look at Crudol, which, you know, good job by you, Dan.

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