Top 10 March 20 2024

1. SMCI -30% Correction


2. AI ETFs Trailing S&P 2024

WSJ Among 17 ETFs specializing in AI and related disruptive technology, only three have outperformed the S&P 500 over the past year. By Jason Zweig

https://www.wsj.com/finance/investing/ai-disruptive-innovation-funds-2b9d31b3


 

3. IBIT -18% Correction

$44 to $36 for Bitcoin IShares


4. Top 20 S&P Companies = 54% of Stock Buybacks


5. 20 Year Treasury ETF-Longest Losing Streak Since 2002..Investors Betting Higher for Longer

Dave Lutz Jones Trading STREAKING– Treasury ETF Hit by Record Losing Streak, $2 Billion of Outflows – With solid economic growth pressuring bond yields and sapping demand for safe assets, the iShares 20+ Year Treasury Bond ETF (ticker TLT) fell again on Monday for eight straight declines. That’s the longest losing streak since its 2002 inception. For five weeks in a row, the fund has seen outflows, with withdrawals totaling $2 billion over the stretch. 

https://www.bls.gov/opub/ted/2024/consumer-prices-up-3-1-percent-from-january-2023-to-january-2024.html


6. Homebuilder Confidence Turning Up

The United States: In the housing market, sentiment among homebuilders is on the rise.

Source: The Daily Shot https://dailyshotbrief.com/


7. Building Permits Up


8. Home prices rose 2.4 times faster than inflation since 1960s, study finds. What that means for homebuyers

Ana Teresa Solá-CNBC

  • If home prices increased at the same rate as inflation since 1963, the median price of a typical house in the U.S. would be $177,511, according to a new research by Clever, a real estate data company.
  • In reality, the cost of a typical house in the U.S. is nearly half a million dollars: the median price for a home in the U.S. $412,778, according to Redfin data.

While inflation is 10 times higher now than 60 years ago, home prices are 24 times more expensive, a new study found.

If home prices increased at the same rate as inflation since 1963, the median price of a typical house in the U.S. would be $177,511, according to a new research by Clever, a real estate data company.

In reality, the cost of a typical house in the U.S. is closer to half a million dollars: the median price for a home in the U.S. $412,778, according to new Redfin data.

Today, it’s harder for adults to buy homes than it was for their parents’ generation,” said Matt Brannon, a data writer at Clever and the author of the report.

Why home price growth has outpaced inflation

While mortgage rates have contributed to high costs, supply and demand have also affected the price growth of homes in the U.S., Brannon said.

“When demand for other consumer products comes up, or when it increases, it’s usually not too hard for people to scale up supply,” Brannon said. “Whereas houses take months to build at a time.”

The average time to complete a newly built single-family home is about 9.6 months, according to the 2022 Survey of Construction conducted by the U.S. Census Bureau.

Zoning restrictions, along with prohibitive land costs, can also make it hard to even secure the opportunity to build a new home, Brannon said.

To increase housing supply, local policymakers would need to lower the barriers for builders by easing land-use and zoning regulations, which determine factors like the maximum height of a building or the minimum size of a lot, C. Kirabo Jackson, an economist and member of the White House Council of Economic Advisers, previously told CNBC.

“Production can’t move as quickly in housing as it does in other industries,” Brannon said. “That often means the price goes up when there isn’t enough supply to meet demand.”

https://www.cnbc.com/2024/03/19/why-home-prices-have-risen-faster-than-inflation-since-the-1960s.html


9. Having Trouble Sleeping? This 5-Minute Brain Hack Can Help You Be More Rested and Focused-Inc.

EXPERT OPINION BY JASON ATEN, TECH COLUMNIST @JASONATEN

It doesn’t seem like much of a stretch to say that the single most important thing you can do to be more focused during the day is to get more rest at night. No one is at their best if they’re tired. Sleep is maybe your single most powerful productivity tool, so if there are things you can do to help yourself get more, that seems worthwhile. 

Of course, getting more sleep isn’t always that easy. In fact, many people don’t get enough sleep, according to research. There are a number of reasons this is the case, but one of the biggest barriers to getting enough sleep is falling asleep in the first place.

If you struggle to fall asleep because your mind races, this simple 5-minute brain hack can help. Before you get in bed, take a pen and a piece of paper and spend five minutes writing down everything on your mind

There’s nothing magical about the type of paper you use, though I recommend using a small notepad or a notecard that you can keep next to your bed. That way, if you are lying in bed and can’t stop thinking about something, you can quickly reach over and write it down.

By the way, I strongly recommend you not try to do this on your iPhone, even if that’s where you keep your to-do lists. The reason, which should be obvious, is that once you pick up your phone, even if it’s to dump your brain, you’ll inevitably find a few dozen other distractions that steal away your focus and add to the list of things you’re thinking about. 

This is usually some combination of tasks you need to complete, as well as other things that you’re stressed about. Maybe you have an important meeting that is causing you anxiety. Take those thoughts captive by writing down a simple word or phrase that captures your feelings. In the case of the meeting, you might just write a reminder that “Everything is set for the meeting.” 

If there’s still something you need to do for the meeting, just write it down so your brain can stop worrying about whether you’ll remember. You’ll be surprised how much you can free up brain bandwidth just by writing down a simple list before you try to go to sleep. 

By far, the greatest amount of worry is caused by loose thoughts and things your brain is trying to hold on to so you don’t forget. The beauty of taking a few minutes to write them down is that you give your brain permission to let go. Knowing they’re written down and waiting for you in the morning is usually enough to shut off the noise and let your brain turn off. 

That’s why I call it a brain hack. It’s a way to dump all of the thoughts and information that race through your brain and get them down on paper, where you can organize or act on them later–you know, when you aren’t trying to go to sleep. It’s a way of hacking the way your brain works so that you can get to sleep and be more rested.

By the way, that list you just made is useful beyond your brain letting them go. You just made yourself a to-do list so that you can get started in the morning on the things that matter most. That list is the stuff your brain was holding on to, and it’s the perfect place to start when you think through what you need to accomplish the next morning. And, it only takes you five minutes. 

Having Trouble Sleeping? This 5-Minute Brain Hack Can Help You Be More Rested and Focused | Inc.com

https://www.wsj.com/economy/jobs/new-job-hot-spots-phoenix-orlando-albuquerque-2314675a


10. 9 Rare Traits in Every High Performer

From Chris Donnelly

 

https://www.linkedin.com/in/donnellychris/