HORMUZ chokepoint: Tech Stocks still outperform

Episode 533

POST PUBLICATION CORRECTION: A sorting error in our source spreadsheet jumbled several data columns (John’s fault), so the numbers Joe states are inaccurate. While our overall analysis and takeaways remain completely spot-on, please disregard the individual figures mentioned.

00:00 Introduction

00:36 Tom Selleck shirt

01:39 Correlation is not Causation Follow up

05:00 News Headline Fears

06:30 S&P 500

08:43 NASDAQ

11:06 Technology Stocks

19:26 Copper Mines

20:10 Railroads

22:09 Heavy Equipment