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Some context to the $ARKK mass exodus articles. This is each day flows YTD, a complete lot of out and in, similar to regular, albeit it does web to -$284 million, however that’s 3% of aum, which is $9b, a stable amt esp after epic decline. For context, $DXJ hit $1.6b after its fall to Earth. pic.twitter.com/pQJOSKVmoJ
— Eric Balchunas (@EricBalchunas) July 18, 2023
A narrative in three components.
The teachings:
1) Actual property twitter is the worst.
2) 6 years in and also you’re netting $30k complete on the aspect for all that onerous work and hustle. Exhausting, exhausting go. pic.twitter.com/4jchUrqMJg
— fed_speak (@fed_speak) July 21, 2023
Nothing modifications sentiment like worth. pic.twitter.com/QHwugIyhEo
— Stocktwits (@Stocktwits) July 19, 2023
Good piece by @awealthofcs.
Tells you a lot about what’s occurring once you see that consumption has held up even with out shoppers stretching borrowing capability.
Incomes actually have held robust and now even the financial savings price is ticking up. pic.twitter.com/hMrmR75M63
— Sonu Varghese (@sonusvarghese) July 22, 2023
McDonald’s CEO on how AI will affect their enterprise: pic.twitter.com/gwcUR4dYAb
— The Transcript (@TheTranscript_) July 24, 2023
86.1 million owner-occupied housing models within the US and only one million out there on the market (near lowest ratio ever).
Evaluation again to 1983 begins 20 seconds in on video and was eye-opening, specifically disconnect round 2012-2013.
Huge a part of why dwelling costs are rising AGAIN. pic.twitter.com/BWmawV92CM
— Rick Palacios Jr. (@RickPalaciosJr) July 24, 2023
Simply heard this unimaginable stat from James Egan on Odd Heaps. “1/3 of all houses on this nation are owned by individuals age 65 or older and 50% of these houses have been purchased earlier than the yr 2000” 😮. Now contemplate Case-Shiller is up 3X since 2000, 4X since 1990
— Kyle Kovats (@KovatsMultiFam) July 24, 2023
One other method to take a look at low stock: there are 600K extra realtors than houses on the market proper now. Have to be a number of bored realtors on the market… pic.twitter.com/ng1jkMceKs
— Alex Thomas (@housing_alex) July 21, 2023
S&P: “.. International personal fairness dry powder soared to a document $2.49 trillion across the center of 2023 .. a higher than 11% improve over the December 2022 complete ..”@SPGMarketIntel 👀 pic.twitter.com/SyVBOPo87L
— Carl Quintanilla (@carlquintanilla) July 20, 2023
Budgets of the 5 newest MCU films/reveals 💰 #SecretInvasion pic.twitter.com/cj3s4ZMvaU
— MCU Report (@MCUReport) July 14, 2023
Amazon Is Paying A World Report FIFTY MILLION DOLLARS To The Rock To Star In A Christmas Film https://t.co/L1kizgdBtI pic.twitter.com/p7BrB8Le4A
— Barstool Sports activities (@barstoolsports) July 19, 2023
$AMZN CEO: “Within the case of Prime Video, I’m very bullish on the place we’re headed. The content material continues to get higher and higher…Whereas Prime Video is actually good at driving our Prime worth for our client enterprise, I additionally assume it is going to have good standalone economics.”
— The Transcript (@TheTranscript_) July 18, 2023
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