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On today’s show, we discuss:
- The ‘new not normal’
- World to Tokyo – message received
- Ray Dalio says he doesn’t want to hold bonds, cash ‘is good’
- Amateurs pile into 24-hour options: ‘Its just gambling’
- Zero-day options boom is spilling into $7.4T ETF market
- America has a private beach problem
- A 3% mortgage rate in a 7% world? This startup says it can do that
- Mom and pop Business Owners Day: Landlords of small rental properties
- Why the two biggest winners in Instacarts IPO clashed
- Defending the portfolio: Buyout firms borrow to prop up holdings
- Happy Yeltsin supermarket day!
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The adoption of cellphones by Keralan fishermen is, I believe, the most stunning example of the contribution of information technology to market performance.
Take a look at this graph for background: in three different regions of Kerala, phones were adopted at different times.… pic.twitter.com/g6M4Hg5aE6
— Crémieux (@cremieuxrecueil) September 18, 2023
From the mid-1970s thru the early-1990s investors allocated more money to cash than stocks
This is why past valuations for the overall market are almost worthless
In the past most investors didn't even realize stocks were the best long-term financial asset
Now they do pic.twitter.com/V1pdl1Lp78
— Ben Carlson (@awealthofcs) September 14, 2023
Since it's Sunday and I'm bored, I figured I would finally, definitively answer the question of "why do people think the economic is bad (and is that the case?)". This is because it is easy to answer, and the answer is funny and will make many people mad. https://t.co/T7CkRUzNBp
— Quantіan (@quantian1) August 7, 2023
Again, one reason "the vibes are off" is that lots of people prefer a world where people are desperate for jobs and willing to take anything they can get. https://t.co/3qGLAJ8WVH
— Matt Darling (@besttrousers) September 7, 2023
Salesforce is hiring 3,300 people across departments, marking a new investment after it eliminated 10% of its workforce in a restructuring earlier this year https://t.co/FUNNg3abOW
— Bloomberg (@business) September 15, 2023
I think about this chart at least once every few weeks pic.twitter.com/MS7QMQqJpI
— rohit (@krishnanrohit) September 5, 2023
Powerball winner Edwin Castro splurges on new $47M LA mansion in latest lavish purchase after $2B win https://t.co/K998jmijTT pic.twitter.com/v7DzIfmPi4
— New York Post (@nypost) September 13, 2023
Never seen a piece of furniture more obsolete than the wood entertainment center pic.twitter.com/kTmXMTrHMH
— Sarah Katilyn (@Sarah_Katilyn) September 14, 2023
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