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Sunday links: too many theories

Abnormal Returns

wsj.com) Sketchy products keep showing up for sale on Amazon ($AMZN). npr.org) Occupational licensing is out of control. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." arstechnica.com) No one talks about 'voice-as-a-platform' any more.

Ethics 243
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10 Friday AM Reads

The Big Picture

. • The people making millions off Listerine royalties A little-known provision in a 100-year-old contract opened up the door for private investors to mint money from mouthwash sales. ( All of the confusion results from turning the economy off and back on again. The Hustle ). Things are very weird right now. Contradictions abound.

License 290
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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

Existing home sales fell 5.9% Existing home sales plummet but inventory stays low. Existing home sales fell 5.9% Although the rate of sales is slowing dramatically, the market is still short on supply of homes. At the current sales rate, it would take roughly three months to clear inventory [Figure 2].

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From Hard Landing to Soft Landing to No Landing?

Investing Caffeine

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! For those waiting for an imminent recession, it looks like there could be a delay.

Economy 59
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What a Week | Weekly Market Commentary | August 1, 2022

James Hendries

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

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Titagarh Railsystems vs Jupiter Wagons – Future Plans & More

Trade Brains

to the country’s GDP by building infrastructure to support 45% of the modal freight share of the economy. Jupiter’s revenue increased due to increased sales of railway wagons, load body components, and container business. It also entails obtaining manufacturing rights and production licenses for traction motors.

Planning 105
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Evaluating the Magnificent Seven Using Validea’s Guru Strategies

Validea

As the top companies in the world’s largest economy, they are seen as the leaders of the digital economy and the faces of American innovation and global success. It does earn an 80% score from our Price/Sales Investor methodology.