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On today’s show, we discuss:
Listen here:
Charts:
Recommendations:
Tweets/Bluesky:
7% of Russell 3000 members made a new 52w high at the end of last week … highest share so far YTD pic.twitter.com/z6yo7UCU1y
— Kevin Gordon (@KevRGordon) July 7, 2025
The Magic 3 vs. the Meh 3? pic.twitter.com/LzgteS7vwN
— Bespoke (@bespokeinvest) June 25, 2025
Once again, for those in the back: multiple job-holding is a pro-cyclical indicator. That means that the share of workers with multiple jobs rises when times are good. That’s because there are more job opportunities in a healthy labor market. https://t.co/vSvKVIxrTA pic.twitter.com/wYs81EeSrK
— Ernie Tedeschi (@ernietedeschi) July 6, 2025
Life in 1776:
– heat is such a luxury that Thomas Jefferson can’t write in deep winter bc his ink freezes (one reason perhaps why Independence Day is in July)
– nighttime darkness is such a burden that George Washington reportedly spent $15k in today’s dollars on candles every… pic.twitter.com/lYwd9uW4jK
— Derek Thompson (@DKThomp) July 6, 2025
People who weren’t alive in the 80s always claim it was a time of plenty, richer than now.
But nearly 100% of people who were actually alive and conscious then recall middle class parents engaging in bizarre hyper-thrift and money anxiety that basically no one has now. https://t.co/hEIKm3BH0A
— VB Knives (@Empty_America) July 6, 2025
It’s so funny that in 2025, people are still describing certain cities as having good food. No shit. They all do now.
— Joe Weisenthal (@TheStalwart) July 6, 2025
damn this is pretty crazy, not gonna lie pic.twitter.com/jJRmj3dY84
— Nikhil Krishnan (@nikillinit) July 3, 2025
To keep up, I’ve put together this ✨very sophisticated✨ table.
These new numbers don’t look that small pic.twitter.com/t2oPu88AmK
— Kevin Gordon (@KevRGordon) July 7, 2025
You don’t want a recession now; rates would go lower, demand would pick up, and inventory isn’t back to normal yet. https://t.co/szavxiwHZR pic.twitter.com/1DWLQ69YMV
— Logan Mohtashami (@LoganMohtashami) July 5, 2025
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