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The two-cocktail political pairing

With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.

The fear factor

New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.
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