14 Comments

On the note about cars, it’s definitely happening. Last month the dealership tried to say the lease price of an F-150 was $800 (current lease was $300). Today I called back and they said Ford had released new rebates and payment would be $350.

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That is insane.

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As a PR agency for mainly tech companies, I’ve lost quite a few clients. PR and marketing are the first to get whacked when times are bad. I have picked up new clients but the monthly retainers are lower by about 20% or more. I’m also picking up smaller one time gigs I wouldn’t have touched before to simply maximize cash flow until we come out the other side.

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Smart decision

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DHI has been an annoying short to say the least. Do not have a good read on why its at all time highs.

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Fundamentals and price movement can remain detached for a long period of time, hence our opinion of generally not shorting but that's up to you

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Good article, as a college student these are invaluable. As a younger college student (scholarship) how does btb feel about opening an insurance biz as form of owned income. Already have sales skills

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Sure if you have the skills, in the end you can start a shoelace company or an insurance company it doesn't really matter which one. You just need to be good at it.

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Case in point, the David Shaw you're referring to is the second result when you Google his name

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Hilarious

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“Cheap food companies”, fast food? Walmart/Costco/Sams?

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Probably more like manufacturers - Conagra, B&G, Hostess etc. Dairy and meat processors too.

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Ok, thank you

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Outbound intl flights are showing record demand this summer, airlines are adding up to 17% capacity to AU/EU and some other locations

Domestically the luxury resort hotels that rebounded the best are down YoY but mostly still up to 2019

Buying behavior changing from retail to major discount channels like costco

Office attendance via key fob usage is still a disaster.

In other words you're right and ty

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