SOMETHING INTERESTING

Did you know you have access to an asset that could be producing amazing returns, but there’s a good chance you’re probably not leveraging it appropriately? Here’s a collection of 6 amazing threads on how to turn Twitter into a powerful asset:

MARKET MOVERS

  • The number of completed housing projects in September fell to the lowest level in over a year, likely due to the ongoing operational hurdles construction firms are facing. The biggest challenge for builders? Building enough affordable homes with buyer must-have features, the top of which include larger homes, quieter suburban neighborhoods, and access to the outdoors. Read more here.

  • The global power crunch is bolstering a need for energy security, which has investors betting on nuclear power. Uranium stocks have surged with growing investor interest, since nuclear energy, like fossil fuels, can provide electricity 24/7, unlike intermittent and less reliable solar and wind power production. Read more here.

  • Let’s take a closer look at how the pandemic has affected the stock market: Currently, the wealthiest 10% of Americans own a record 89% of all U.S. stocks. The top 1% gained over $6.5 trillion in corporate equities and mutual fund wealth during the pandemic, according to the Fed. The bottom 90% of Americans held about 11% of stocks and added $1.2 trillion in wealth during the Covid-19 pandemic. The stock market, which has nearly doubled since the March 2020 drop and is up nearly 40% since January 2020, was the main source of wealth creation in America during the pandemic, as well as the culprit of the widening wealth gap. Read more here.

  • In light of the last point, BowTiedBull says wealth inequality increases simply by printing more US tokens. Your best bet: move to liquid assets. Read more here.

  • Zillow rivals Opendoor and Offerpad may see increased opportunity after the company’s most recent announcement. Opendoor was ahead of Zillow, more than doubling Zillow’s home-buying total in Q2 with 8,494 purchases. Offerpad, which recently went public, has managed to squeeze more profits out of each home flip than both Opendoor and Zillow. While Zillow may have backed out of buying up real estate for the rest of the year, others are riding out the wave, even if the housing market may finally be parachuting back to Earth. Read more here.

WHAT TO WATCH

  • It’s looking like the Metaverse is set up to revolutionize the advertising space. Video game companies are positioning ads in a sleuth-like way where users may not even realize they're looking at an ad. Vans has a skate park inside Roblox. Balenciaga has a digital hoodie in Fortnite. Artists like Ariana Grande, Marshmello, and Travis Scott are promoting their music in the game by holding concerts. Instead of being annoyed with popups, consumers might even find this type of marketing enjoyable, dare we say desirable, to interact with! Read more here.

  • Speaking of ads, Apple has tripled its market share of the mobile app advertising market this year and significantly disrupted the landscape by blocking rivals Facebook and Google from using targeted ads on iPhones. Of course, Apple says they did it for “user protection.” The Apple unit “Search Ads” offers paid slots in the App Store that show up on top of search results. Apple's on track to make $5 billion from advertising this year and is projected to take in $20 billion per year by 2024. Read more here.

  • Businesses losing in the global supply chain crisis: those moving low margin goods. If the price of a shipping container went from 2k to 20k to get it across the ocean then there’s likely an insurmountable number of products that are no longer profitable to move anymore. On the flip side, virtual goods (like e-books, virtual games, etc.) are winning right now. Listen to more here (43:22).

  • Marvell Technology Inc., which develops and produces semiconductors and related technology, is on Motley Fool's radar. The growth of the company is being driven by 3 key factors (aside from its successful acquisitions): cloud, 5G, and automotive. All 3 are growing 20% annually and have tremendous opportunities for the business. Any company at the forefront of these categories (cloud, 5G, and automotive) is worth watching. Listen to more here (35:30).

  • Housing supply starts with entitling and developing land, which is not where the capital has been flowing the last few years. Read more here. One possible solution to tight housing inventory and escalating home prices is to relax zoning laws (at least Goldman Sachs thinks so). These rules and other regulatory constraints have impeded homebuilding for decades. Looser policies would boost supply, which would lower prices and rent. However, it would also open the door for more multifamily residences to be built. It’s not likely we’ll see a nationwide trend on this, however, it’s a strategy some areas could adopt. Listen to more here (17:55).

FINAL THOUGHTS

“Mental health is a function of choice. The more choices we are able to exercise, the happier we are likely to be. Those who are most unwell or discouraged suffer from a sense that their choices have been limited, sometimes by external circumstances or illness, most often by the many ways we restrict ourselves.” - Want to Be Happier? Create More Options by Darius Foroux

The goal is to live long and prosper. Sustaining a healthy mental state perpetuates this. Optimize your life to be as healthy as possible - physically, mentally, emotionally, relationally. Then, create wealth so that you can control as much of your time and have as many choices as possible. If you have an abundance of wealth and not a moment of free time or lack the ability to choose to do what you want, when you want, with whom you want, that’s just another form of poverty.

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