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On today’s show, we discuss:
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The two big losers today:
– People hoping for a Trump-led economic catastrophe
– Members of the Big Chess Party, who thought the tariff announcement was some brilliant, strategic plan that would reshape the global economy in a way that was beneficial for the US.— Joe Weisenthal (@TheStalwart) May 12, 2025
🚨 RETAIL INVETSORS BOUGHT $4.7 BLN IN STOCKS ON THURSDAY, LARGEST LEVEL OVER THE PAST DECADE, JPMORGAN SAYS
— *Walter Bloomberg (@DeItaone) April 4, 2025
May 2 pic.twitter.com/j2qlxjHVEV
— Michael Antonelli (@BullandBaird) May 12, 2025
April 9th saw nearly 99% of all the volume on the NYSE higher.
As we noted at the time, that is perfectly consistent with much higher prices coming. We were told it was Quad 4, a recession, a credit event, a bear market rally etc. None of it was true. pic.twitter.com/RUF6bZmrPz
— Ryan Detrick, CMT (@RyanDetrick) May 12, 2025
From Citi, you’ve only needed to own the S&P for 60 minutes in the last month to capture the full 17% recovery.
— Fat Tail Capital (@FatTailCapital) May 12, 2025
“Companies listed on the blue-chip S&P 500 index said last week they expect to repurchase $192bn of their stock over the coming months, the highest weekly figure in data going back to 1995, according to @DeutscheBank .
The tally of announced buybacks over the past three months… pic.twitter.com/zVsUUKq9q0
— Meb Faber (@MebFaber) May 7, 2025
How wage growth in the last quarter century compares to the quarter century before it: discuss.
[“Quarter century” being 24 years] pic.twitter.com/uH78jmWHfe
— Jason Furman (@jasonfurman) May 7, 2025
Who has the best data driven explanation for $ETH’s recent massive move? Narratives are a dime a dozen, I can make them too, show me the data
— Chris Burniske (@cburniske) May 11, 2025
Active listings of homes for sale have skyrocketed in the South relative to the rest of the country according to https://t.co/QV9CUwVso2 data: pic.twitter.com/crlpE61YMT
— Bespoke (@bespokeinvest) May 11, 2025
The Pope’s childhood house in Dolton is currently for sale for $199,900. pic.twitter.com/2FIbhoskyy
— Frank Calabrese (@FrankCalabrese) May 9, 2025
I bought a property in 2017 to Airbnb it.
Purchase price: $315,000
Down payment: ~$63,000
Goal: Passive income, baby!Today, I sold it for $377,750. 🥳
BUT let’s compare that to the return if I put that $$$ into the S&P 500.
For the first 6 years, I made about a 4%… pic.twitter.com/DhIl0pEwIN
— Noah Kagan (@noahkagan) May 6, 2025
A legendary addition to our team!
We’re thrilled to welcome Michael Jordan as a special contributor to the NBA on NBC and Peacock. pic.twitter.com/Pjsq8tokfi
— NBA on NBC and Peacock (@NBAonNBC) May 12, 2025
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