@SchwabNetwork@jam_croissant@OJRenick@jam_croissant would love to hear your thoughts on the implications of lower bond market, lower R2K and the re-collaterilazation effect. Would think that could dampen EOY flows.
@jposhaughnessy@Jesse_Livermore@rikko20222@CapitalCamp@InfiniteL88ps Yep. It is a requirement if you want to be a US citizen. Too many people have no skin in the game in this country. Doesn’t mean active duty, more like training for life and combat. It’s a year at a local military base and then reserve for ~5 yrs
@jposhaughnessy@Jesse_Livermore@rikko20222@CapitalCamp@InfiniteL88ps 1 yr military service required for every 18 yr old. Could help solve obesity issues, loneliness, mental health. Change drinking age to 18. I don’t believe we should be able to fight without be able to drink
@orrdavid Agreed on attention and mimesis. Assuming a ban would remove it as an option, would mass shooting go down due to less attention? Think it’s worth a shot. Ha!
@hussmanjp @Oh_So_Gordo @vixologist John, love your research, curious why you use median ratios? Would be interested to see market cap based valuations. For example, S&P 500 top 25% by market cap, next 25%, next 25% and lowest market cap 25%. Most investors are invested in market cap based products so it might help