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On today’s show, we discuss:
- From Hustle to Scale
- US Consumer Confidence
- Three Golf Stories About Investing
- Magic Mushrooms. LSD. Ketamine. The Drugs That Power Silicon Valley.
— Carl Quintanilla (@carlquintanilla) June 27, 2023
Today starts a series of highly focused on PMI surveys that offer no actual information value.
S&P Global PMI and ISM surveys have been unrelated to actual measured activity for years now in the US. Its a waste of time to focus on them.
The *best* is below. Missed rebound: pic.twitter.com/WV6C9f6uBw
— Bob Elliott (@BobEUnlimited) June 23, 2023
"We estimate that AI-driven surprises led to a 3-4% increase in S&P 500 EPS this year" –SocGen pic.twitter.com/jUwZLmyRNT
— Gunjan Banerji (@GunjanJS) June 26, 2023
- Twitter: IanCassel
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