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On today’s show, we discuss:
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Tweets/Bluesky
The smaller, the better so far in 2026: pic.twitter.com/jkuZYTkgKn
— Bespoke (@bespokeinvest) January 24, 2026
Bessent: “Someone, maybe your parents for their retirement have bought 5, 10, 12 homes.” pic.twitter.com/eUZXTmnhpH
— The Bulwark (@BulwarkOnline) January 20, 2026
Gold & bitcoin market caps… alligator jaws @augurinfinity pic.twitter.com/79O4MRZjcj
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) January 26, 2026
Everyone thinks credit card trouble is compounding, but the data shows the opposite. My guess: if you send this chart to a friend, they will have no idea that delinquencies have been falling since 2024. pic.twitter.com/kTmnayXgT0
— Jeff Weniger (@JeffWeniger) January 21, 2026
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