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On today’s show, we discuss:
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Sell signal in Food, Bev, Tobacco, $PBJ (missing tobacco names), not exactly what we see historically going into recession. pic.twitter.com/dpM9yEM4RD
— RenMac: Renaissance Macro Research (@RenMacLLC) July 10, 2023
When Netflix reversed course on Qwickster and Meta embraced the year of efficiency, it’s likely there were faster and more forceful decisions made because of feedback loops from being public. Sometimes short termism is bad, but sometimes market signals are very useful.
— modest proposal (@modestproposal1) July 6, 2023
JAMIE DIMON 2024! 🇺🇸
1 minute clip and it’s literally better than anything Biden/Trump have ever said.pic.twitter.com/KeU6Fla5pH
— Stephen Geiger (@Stephen_Geiger) July 6, 2023
Michael Cembalest:
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