Inflation is an interesting thing. People who have an opinion before they see the data don’t update their priors once the numbers are revealed. Imagine this for a second. General Motors reports revenue of $32 billion. One group of people argue that it’s understated, while another group argues that it’s overstated. You would never see…
Michael Batnick
Blink
Life is for the living
Animal Spirits: Fed Apologist
On today’s show we discuss:
-Getting old
-Where’d all the movie stars go
-Ben’s prescient housing call in 2018, and much more
The Sleeping Giants
Are the tech giants ready to break out again?
Did Barron’s Top Tick Teen Traders?
The kids are trading, and it makes all the sense in the world
These Are the Goods
Here’s what I chewed on last week
A Bubble in Fundamentals
We covered a lot of ground on this week’s edition of The Compound and Friends
Animal Spirits: The State of Residential Real Estate
On today’s show, we talk with Logan Mohtashami about all things related to the red-hot housing market
The Shoeshine Indicator is Dead
Now that everyone has a brokerage account, the signal is lost in the noise.
Animal Spirits: Permanent Stimulus
On today’s show we discuss:
-Why rates can stay low forever
-How Twitter creates more value for its users than its shareholders
-Movies that we’ve seen before, literally, and much more