(1) Fischer says all is well except for abysmal productivity slowdown. (2) Either productivity is underestimated or it really is weak. (3) Fischer thinks it’s transiently weak. (4) Home, sweet home. (5) Homebuilders have more upside for both unit sales and their stocks. (6) Toll is building more houses, while Best Buy is selling more appliances. (7) The great race to get rid of drivers. (8) Utopia: No more traffic jams.
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