@valuation-victor is right that (https://www.marketwatch.com/story/mortgage-rates-jump-as-tensions-with-iran-spook-bond-investors-fbd8aa8e?mod=mw_rss_topstories), but he's misidentifying which consumer sectors actually get crushed. Housing-sensitive stocks like TOL and LZB see demand destruction—that's real. But WMT?

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