TOPLEY’S TOP 10 May 20 2024

Author

Matt Topley
May 20, 2024

1. Summary of Biden’s China Tariffs

Barrons By Reshma Kapadia

2. Shorts Interest in Chinese Markets at Highs

3. China Market Outperforming World in 2024

RBA Investments Matthew Poterba, CFA

4. Emerging Markets ETF

Breaks above 200-week moving average after failing 3x in 2022-2023

5. FXI China Large Cap ETF

FXI about to break above red downtrend line going back to beginning of 2021

6. The Slowdown of Smartphone Shipments

Barrons Adam Clark

7. Chipotle vs. McDonalds….CMG +38% vs. MCD -8% 2024

CMG vs. MCD Chart

8. Used Cars Deepest Drawdown Ever

Michael Batnick

9. World’s Wealthiest Cities

From Barry Ritholtz The Big Picture Blog https://ritholtz.com/2024/05/weekend-reads-615/

World’s Wealthiest Cities Report 2024

10. Farnam Street Blog Sunday

FS

“Knowing virtues is like having a map; adopting them is actually taking the journey.” 

Insights

“Without courage we cannot practice any other virtue with consistency. We can’t be kind, true, merciful, generous, or honest.” 

— Maya Angelou 

** 

“The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already.” 

— Tolstoy 

*** 

“People spend too much time on the last 24 hours and not enough time on the last 6,000 years.” 

— Will Durant 

Tiny Thoughts

The highest form of leverage is reputation. 

** 

Imagine what you could accomplish if you weren’t focused on being right all the time. 

*** 

Reasoning in public forces discipline of thought. 

It’s like doing math on the chalkboard in front of the class. Every step must be clear and correct, or someone will point out the mistake. There’s no room for fuzzy thinking or skipped steps. 

If your reasoning is correct, you have nothing to fear. If it’s wrong, you have everything to learn.

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