On this week’s episode we talk about the biggest things that happened in the last week.
We talk about T-Bills and whether or not you should buy them, Bill Ackman’s position on Twitter, the housing market, and what it means to be a legendary investor.
Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics.
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Stocks
Is It Time to Time to ‘Buy a T-Bill and Chill’?
https://apple.news/A0EqZt0zcR2iQJcvTzEuQ4g
The Mindset for Investing
https://www.linkedin.com/posts/tomstadum_heres-the-break-down-ok-investors-know-activity-7116512516305801217-aC5x/?utm_source=share&utm_medium=member_desktop
Sequoia “GPU Capacity is Being Overbuilt”
https://www.sequoiacap.com/article/follow-the-gpus-perspective/?utm_source=substack&utm_medium=email
Earning Season
https://insight.factset.com/sp-500-financials-sector-earnings-previewq3-2023
Bill Ackman buying X - why is this interesting?
Economy
America’s Factory Boom Brings Billion-Dollar Projects to Tiny Towns
https://www.bloomberg.com/news/features/2023-10-05/ev-factory-investment-brings-changes-to-american-small-towns?utm_campaign=news&utm_medium=bd&utm_source=applenews
Housing
Home Prices Are More Tied to Employment Than Rates
https://www.linkedin.com/feed/update/urn:li:activity:7115709759969783810/
