- The Rollup
- Rollup #96
December home sales slump
The main story 📰
I recently revamped the free eBook “My Favorite 48 Investors to Follow.”
In an earlier version I linked to the investors without providing any information about them. In this version I included a description and thumbnail for every entry.
If you’d like to download a free PDF version just click either one of these images. As before, there are zero affiliate links, upsells or paid offers in the eBook. These are just my favorite people to follow.
This Rollup is sponsored by 💡
Delta is my favorite app for tracking all my investment positions 📈 I’ve been using Delta for years so I was pretty excited when they wanted to sponsor this newsletter.
Thanks to Delta, all your stocks, crypto or other investment data is available instantly in one single dashboard. Delta also helps you analyze your data so you can make smarter decisions as an investor.
I’ve been happy with Delta for years now and I think you’ll love it too 🤙
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5 Microcaps in 5 Minutes.
December home sales slump to close out their worst year since 1995.
The cheapest places to live in the world in 2024.
10 technology breakthroughs in 2024, according to MIT.
India beats Hong Kong to become world’s fourth largest stock market.
What are the Magnificent Seven stocks and why do they matter?
All the major tech layoffs in 2024 so far, visualized.
The seven indicators of shell company risk, according to this interesting article from Moody’s.
Noteworthy Chart 🧭
Best articles 📖
This Commodity Super cycle Feels Different...Because It Is - In one of his first pieces (that’s proven exceptionally popular) Paulo Macro explains why commodities are overlooked right now, and how they fit into his “rolling crackup” framework.
The Hidden World of Undersea Cables - Interesting article about how underseas internet cables work. Plus, how all of these cables converge in a single building in Tribeca, NYC, and how screwed Americans would be if something happened to that building. Will attacks on internet infrastructure be a key part of the next war?
Emerging local debt: a once-in-a-generation opportunity? - GMO believes that EM markets might be the best opportunity right now based on the dollar’s recent strength.
Noteworthy Tweet 🪶
Amazon got more than 750.000 robots deployed.
Most people don’t realize how fast the robotics industry is scaling
Amazon is the perfect candidate.
10 years ago, robots were practically non-existent in their global warehouse and distribution network.
But this is the actual… twitter.com/i/web/status/1…
— Linus (●ᴗ●) (@LinusEkenstam)
Jan 21, 2024
Best of YouTube 🎬
Bitcoin ETFs, inflation and labor data; industrial metals and junior miners; and the Yellen factor
A great macro panel, including Mike Green and Tracy Shuchart, to talk about the Bitcoin ETF, inflation and the metals and mining sector.
My favorite off topic video 🍿
I was happy that one of my favorite channels, Real Engineering, decided to cover the door panel blowout on the 737. Even if you’ve followed the story there’s good information to be had. How the door panel was made, who designed it, exactly what went wrong, etc.
What else to read (sponsored) 📕
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Mohawk in focus
👋 Do you like this newsletter? In addition to the Rollup I also write a long form article each week on Substack. I write about investing, the strange state of our society, plus lots of interesting book reviews.
My latest article is a review of Michael Malice’s book The White Pill, about the rise and fall of the Soviet Union 👇