Well, there's your scorecard on Wall Street, but winter's stay late.

Welcome to Closing Down overtime.

I am John Fort back with Morgan Brennan, and the deadline for 13 F filings is just over an hour

away.

We're going to bring you the details of the moves big hedge funds have made as soon as they're reported.

Plus, the CEO of the Mortgage Bankers Association on the outlook for housing as home prices climb again,

even as mortgage rates remain high.

Let's get into today's market action

and tomorrow's implications

with our first guest, Tony Canaris,

from Oakmark Funds.

Tony, housing prices are higher.

Consumer debt hit a fresh high over 17 trillion last quarter and we've got retail

earnings coming this week. So is all of that perhaps pinching retailers? Is that

something that people in the market should be watching? You guys don't hold a lot of retailers.

We don't. a lot of retailers.

We don't.

And thanks for having me.

But you know, at Oakmark, we don't make macro forecasts,

near-term macro forecasts to drive our investments.

You know, we estimate business value,

which means that we're factoring in the near-term macro

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