Dr. John Rutledge (@drjohnrutledge): "Relative returns of tangible and financial assets are the most important metrics in finance as I explain in my Asset-First Economics posts and videos at https://safanad.com/chief-strategist "

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Dr. John Rutledge: Asset-First Economics

Relative returns of tangible and financial assets are the most important metrics in finance as I explain in my Asset-First Economics posts and videos at safanad.com/chief-strat…

Michael Burry

Dec 17

This is a very interesting chart, as household stock wealth being higher than real estate wealth has only happened in the late 60s and late 90s, the last two times the ensuing bear market lasted years.

Dec 23

8:11 PM

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