Ruo Shui
@ruoshuiresearch.bsky.social
Reposted by Ruo Shui
When you track actual homeownership by generation, defined clearly and consistently, you see something else.
Millennials and Gen Z are behind Boomers, but they are converging toward Gen X. Also, that gap is not nearly as big.
Millennials and Gen Z are behind Boomers, but they are converging toward Gen X. Also, that gap is not nearly as big.
August 4, 2025 at 6:38 PM
When you track actual homeownership by generation, defined clearly and consistently, you see something else.
Millennials and Gen Z are behind Boomers, but they are converging toward Gen X. Also, that gap is not nearly as big.
Millennials and Gen Z are behind Boomers, but they are converging toward Gen X. Also, that gap is not nearly as big.
imagine an actual market correction
Dude who just got the SV Bank bailout two years ago is back banging the cup. It’s a tell.
November 25, 2025 at 1:46 AM
imagine an actual market correction
40x FWD P/E isn't exactly sturdy
look at AVGO lol
November 25, 2025 at 1:29 AM
40x FWD P/E isn't exactly sturdy
Reposted by Ruo Shui
While it is good news that previously announced projects continue to advance, when we narrow the scope of analysis to newly announced projects by quarter versus canceled, paused, or closed projects by quarter, the Trump bust continues — the pipeline of new projects is getting smaller.
November 24, 2025 at 6:47 PM
While it is good news that previously announced projects continue to advance, when we narrow the scope of analysis to newly announced projects by quarter versus canceled, paused, or closed projects by quarter, the Trump bust continues — the pipeline of new projects is getting smaller.
just in time for Black Friday 🙃
Introducing shopping research in ChatGPT
A new shopping experience that helps you find the right products for you.
openai.com
November 24, 2025 at 6:21 PM
just in time for Black Friday 🙃
😅
November 24, 2025 at 5:49 PM
😅
didn't want to save time by reading a summary using AI assistant eh
November 24, 2025 at 5:27 PM
didn't want to save time by reading a summary using AI assistant eh
look at AVGO lol
November 24, 2025 at 4:08 PM
look at AVGO lol
lol, lmao even
"One particularly nutty bit is that their underlying productivity assumption has to be through the roof."
I did not fully appreciate how the BLS's staff efforts to “publish reliable data” could become an act of bravery in the struggle to preserve democracy. But that’s exactly what it is.
econjared.substack.com/p/a-contrast...
econjared.substack.com/p/a-contrast...
November 24, 2025 at 2:33 PM
lol, lmao even
vix 20 is a better reload point
but market is kinda fragile right now
but market is kinda fragile right now
TSM 11/28 267.5P on Friday 👀
November 24, 2025 at 2:22 PM
vix 20 is a better reload point
but market is kinda fragile right now
but market is kinda fragile right now