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On today’s show we discuss:
- The record home sales fall in Manhattan
- Remote work is hurting San Francisco real estate
- Tesla might enter the S&P 500. Or it might not.
- JP Morgan’s Guide to the Markets
- Berkshire is firing the water pistol
- John Paulson is calling it quits
- Gary Shilling sees a 30-40% decline on the horizon
- The likelihood of a business dying based on its age
- Uber buying Postmates
- Harvard is charging full tuition
Listen here:
Recommendations:
- Your Money & Your Brain
- Best movies of 2020
- Conan and Tom Hanks
- Patrick O’Shaughnessy and Charles Songhurst
- Tadas Viskanta’s email for financial advisors
Charts:
Tweets:
I'm not saying a 60/40 portfolio is the be-all end all; one size can't possibly fit everyone. But any time I see people asserting that 60/40 is dead, it seems like a good reason to hang onto your wallet. Expensive merchandise and/or complicated strategies coming right up.
— Christine Benz (@christine_benz) July 6, 2020
The S&P 500 fund, $SPY, has been up at least 0.5% for 5 straight days.
That's tied for the longest streak since its inception.
— SentimenTrader (@sentimentrader) July 6, 2020
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