4 min read
In this week's show, we cover a whole range of topics from the Archegos family office blowout, Jamie Dimon's shareholder letter, China investing in Africa, the housing boom, value's mean reversion potential, and more.
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Topics Covered:
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Archegos
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Jamie Dimon
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The Housing Boom
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Reasons to be Optimistic
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The Fed money printing accounting change
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Why people die with money in the bank
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Government debt vs cost
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S&P 500 leadership changes over the decades
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Value stocks mean reversion potential
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Stock ownership trends
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Home equity loans
Stories Mentioned:
Credit Suisse explainer Archegos Capital
Jamie Dimon Shareholder Letter
Need a Mortgage Loan? Good Luck. Lenders Are Tightening Standards.
Here Are 17 Reasons to Let The Economic Optimism Begin
The Fed Isn’t Printing As Much Money As You Think
Here’s Why So Many People Intend to Die With Money in the Bank
Celebrating 64 Years of the S&P 500 – Indexology® Blog | S&P Dow Jones Indices
Charts Discussed
