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The Quantum Realm
The Compound and Friends
The Difference Between Opinions and Vibes and Hard Data
S&P home builders ETF XHB up 32% year to date with what interest rates have done. Consumer confidence hit a 17-month high of 109.7 in June, reflecting a slowdown in inflation and fewer worries about a recession. People aren't getting laid off. Inflation is cooling off. You had a higher GDP revision today. Employment is still super tight. Where's the recession?
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode