Meb Faber
Do you know a single investor that owns zero US stocks?

I don't.

Imagine suggesting that to clients!

Excluding them must have a massive impact on your portfolio.

Right?

Here is the global market portfolio with and without US stocks (replaced with foreign ones). https://t.co/H2pZkL2Ys5
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Taylor Pearson
New Newsletter!

In this edition:

- The Limits of Friendship
- Rise Of Shadow Banking & Risks Of A Financial Crisis
- eCommerce Trends Report

https://t.co/me3TWIguNl

Sign up below:
https://t.co/G3EiGWSzBn
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Morning Brew ☕️
What’ll happen to the celebrities who promoted the now crashing NFTs? (ft. @anishkmitra) https://t.co/LLOspq2SUf
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Rolf Degen
Monkeys use sex toys. https://t.co/Bv5tCqW3kh https://t.co/Nu2BGNwzTF
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Special Situations 🌐 Research Newsletter (Jay)
Homebuilder cancellation rates up sharply this quarter:
$DHI $LEN $PHM $NVR $TMHC $MTH $KBH $LGIH $TOL $MDC $MHO $HOV https://t.co/ptzsjWLRsX
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Meb Faber
"Everything Is a DCF Model" with @mjmauboussin

https://t.co/AEjAc1vdJ3 https://t.co/hC3mMSWnzk
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Special Situations 🌐 Research Newsletter (Jay)
Largest week-over-week jump in natural gas rigs since March 2022: $UNG $BOIL $AR $EQT $SD https://t.co/iNAv9zzYIJ
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Morning Brew ☕️
when it's still the work week...but you're signing off early https://t.co/tm3zWS3Rtm
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Meb Faber
Starting today, will US stocks outperform foreign stocks for the next decade?
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