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On today’s show we discuss:
- Why this market is like the Go-Go years
- Will there be a recession in the second quarter?
- Warren Buffett is washed up, LOL
- Grantham is bearish. Seriously this time.
- Grantham in 2013
- 18 charts that explain the economy
- Bitcoiners are underwater
- Bitcoin is not an inflation hedge…
- …Or is it?
- Great Quartr, guys
- P&G earnings
- United Airlines earnings
- Netflix earnings
- Netflix 2018 versus today
- Peloton hires McKinsey
First time in over 20 years that the Nasdaq was up 1%+ intraday and finished down more than 1% on back to back days.
— Bespoke (@bespokeinvest) January 20, 2022
The SPX Tech sector closed below its 200-day MA today. While not unusual, the pace of the descent is noteworthy.
The sector cycled from > 15% above the avg to below the avg in < 15 days.
That's occurred six other times since 1927, with the last instance triggering in May 2000
— Dean Christians, CMT (@DeanChristians) January 22, 2022
still super loose, but Goldman's financial conditions index has started to tighten pic.twitter.com/dzgogadgxU
— Katie Greifeld (@kgreifeld) January 25, 2022
We might be entering a bear market, but it won't be anything like the 2018 crypto winter.
In fact, we've arguably been in a bear market for the last 6 months.
Some thoughts 👇
— Mippo (@MikeIppolito_) January 23, 2022
I asked Wharton students what they thought the average American worker makes per year and 25% of them thought it was over six figures. One of them thought it was $800k. Really not sure what to make of this (The real number is $45k)
— Nina Strohminger (@NinaStrohminger) January 20, 2022
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