On this weeks episode Tom, Jacob, and Noah talk about what having enough actually means for individual people, they also talk about the 5 stocks that are leading the market, State Farm’s ban on CA home insurance, the debt limit, the fed, why down and sideways markets are bullish, and how there is a shortage AGAIN in semiconductors.
Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics.
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Suggestion
https://www.fjellcapital.com/posts/enough-whats-enough?utm_campaign=ep36&utm_medium=social&utm_source=fjellcorporate
What Went On
The 5 stocks killing it (https://www.fjellcapital.com/posts/the-stock-market-year-to-date-has-defied-expectations-what-could-change?utm_campaign=ep36&utm_medium=social&utm_source=fjellcorporate)
State Farm is out of CA (https://grist.org/housing/state-farm-california-insurance-wildfire/)
The debt limit deal got done (https://www.wsj.com/articles/debt-ceiling-limit-winners-losers-a212028d?mod=hp_lead_pos3)
We haven’t spoke about the Fed in awhile (https://www.wsj.com/articles/fed-official-says-rate-pause-doesnt-signal-end-to-hikes-758041e5?mod=economy_lead_pos1)
Why down and sideways markets are bullish (https://ofdollarsanddata.com/why-down-sideways-markets-are-bullish/)
There simply aren’t enough semiconductors (https://www.wsj.com/articles/the-ai-boom-runs-on-chips-but-it-cant-get-enough-9f76f554)
Quote of the Week
The best way to predict the future is to create it." - Peter Drucker
