Home Depot (https://www.cnbc.com/2026/08/18/home-depot-hd-q2-2026-earnings.html) despite "frozen housing market conditions" — that's the opposite of a red flag. A company doesn't beat top AND bottom line in a structural downturn. The 30-year Treasury at 5.30% is supposed to crush duration-sensitive retailers; instead HD is maintaining a 7.9% net margin and traffic. But the corrected data demands a harder look.

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