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On today’s show we discuss:
- Retail takeover
- ARKK outflows
- Remember international stocks?
- This is not the way
- The fake business cycle
- U.S. Retail sales miss
- The 1940s analogy plays
- Netflix raised prices
- 150 million Americans have prime
- Only the HODLers remain
- JP Morgan earnings
- Robinhood settlement
- Would housing still do well if rates rise?
- Cullen called the top in inflation
- Was the pandemic actually bad for Peloton?
Listen here:
Transcript here:
Recommendations
Charts:
Tweets:
$ARKK with biggest outflow since March, has seen half a billion out in past 2 days, altho.. it took in about half a billion in the 3 days prior. This in and out of flows matched with >$1b/day in volume is silver lining for ARK, shows more tug of war than exodus (as we predicted). pic.twitter.com/Si52H53l1i
— Eric Balchunas (@EricBalchunas) January 14, 2022
In Q1 2019, 39% of Stripe's hiring was outside Bay Area and Seattle. Last quarter, it was 74%. I think the rate at which tech industry is going global is still under-appreciated, and that this will be a big tailwind for the world over the next decade.
— Patrick Collison (@patrickc) January 10, 2022
Barely more than 3,000 active listings and half a month of inventory in a market with over 60,000 active realtors. You guys think the US is crazy? Welcome to Toronto
cc @awealthofcs @michaelbatnick pic.twitter.com/KeFDZFRiNx— Ben Rabidoux (@BenRabidoux) January 11, 2022
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