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On today’s show, we discuss:
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Trump Advisers Took Advantage of Navarro's Absence to Push for Tariff Pause
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Trump Is Laying the Groundwork to Blame Powell for Any Downturn
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Millions of Americans Blocked From Accessing Their Home Equity
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Zillow turns full-blown housing market bear–just look at its new forecast
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A $145,000 Mudroom With Storage, Seating and a Sink to Clean Your Corgi
The Compound Podcasts:
Charts:
Tweets/Bluesky:
Thousands, and then millions, of American small businesses, including many iconic brands, will go bankrupt this year if the tariff policies on China don’t change.
🧵
— Ryan Petersen (@typesfast)
3:25 PM • Apr 17, 2025
Many truckers I’ve spoken with don’t realize how quickly container volumes have collapsed.
Starting in May, port freight out of California will be almost eliminated.
Its going to be a bloodbath in dray, followed by intermodal, and then a collapse in I-20 & I-40 trucking.
— Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley)
1:04 AM • Apr 18, 2025
The S&P 500 is underperforming the MSCI All Country World Ex-US Index by the most in 32 years. Via @DavidInglesTV
— Lisa Abramowicz (@lisaabramowicz1)
11:42 PM • Apr 21, 2025
We can hedge if we want to.. Our ‘Safety Dance Index’ (flows into gold, treasuries and low vol stocks) is showing one of its highest readings in April.. first real sign of nerves in ETFs flows. That said, VOO & Co still hauling in the cash = I think ppl DCA-ing but also adding
— Eric Balchunas (@EricBalchunas)
12:05 PM • Apr 21, 2025
Bitcoin is NASDAQ denominated in a basket of global currencies, not USD, and USD is collapsing
— Benn Eifert 🥷🏴☠️ (@bennpeifert)
10:53 AM • Apr 21, 2025
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