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On today’s show, we discuss:
- The FAAMGs are more than just 5 stocks
- AWOCS on S&P 500 concentration here and here
- The bear market survivors share their biggest lessons
- Larry Summers – get out of US Equities
- Junk bonds shake off recession worries
- All this junk food making all-time highs
- First Republic is seized, sold to JPM in second-largest US bank failure
- Why goods spending isn’t falling
- Sliding diesel prices signal warning for US economy
- The building boom is prolonging market pain
- Home buyers are eager but sellers are scarce, creating real gridlock
- Millennials are fueling a generational housing bubble
- Great Quartr: Promo code AnimalSPIRITS (one word) only for the full year
- These are the most popular TV shows on the internet
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