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businessSep 8, 202630:56pending

HORMUZ chokepoint: Tech Stocks still outperform

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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 […]

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HORMUZ chokepoint: Tech Stocks still outperform

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