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On today’s show we discuss:
- Put the economy on ice
- The national debt is about to soar
- We will have to reckon with it
- A history of dead cat bounces
- Experience is not enough
- A 60/40 portfolio fell 20%, what’s next?
- Stay the course
- The great rebalance
- When is the best time to do it?
- Who fueled the bear market?
- Apple’s supply chain
- Dallas Fed manufacturing survey
Recommendations:
Tweets
We've seen the largest weekly increase in US banknotes in circulation since the Y2K jump in December 1999. pic.twitter.com/7e6AhKISpX
— John Paul Koning (@jp_koning) March 28, 2020
Want to see the true potential impact of ignoring social distancing? Through a partnership with @xmodesocial, we analyzed secondary locations of anonymized mobile devices that were active at a single Ft. Lauderdale beach during spring break. This is where they went across the US: pic.twitter.com/3A3ePn9Vin
— Tectonix GEO (@TectonixGEO) March 25, 2020
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