YWR GP: Why is Home Depot up so much? Because the consumer is fine and Powell is going cut rates. Thoughts on healthcare also included.

Latest from daquinn@targetedequityconsulting.com

Home Depot is the number one player in home supplies in the US, Lowes (LOW) is the second. Home Depot stock has gone nowhere for 5 years as the company continues to buy back stock. Over the last 10 years the fully diluted share count has gone from 1.3 billion to 993 million. The Fed is going to cut rates because they are too tight. The average interest …