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On house prices, mix vs. true pricing power, given the fact that $LEN's first-time buyer profile is moving up is more towards the lower end. Mix has been more of a moderating factor. For the housing market this would be a proxy at large. One is not seeing a decrease in demand at the higher end but a decrease in the number of actual deliveries.
Can you imagine a food store with no cash registers? Well, it is coming true soon thanks to $AMZN. The company is opening its new grocery store in Seattle and it has no cash registers. AI takes over!
$AVGO reports 4Q earnings today. I am wondering what to expect.
$SHLD seems to be rolling down the curve, it has been reporting net loss for the past many quarters. The Company Board seems to be doing nothing to stem this trend.