Hmm, I don't know what to make of this. Was hoping it would turn around but no, it's dying.
The maverick of wall street on youtube mentioned that at least 30% of billionaires are somehow invested in crypto which is a worry as it is cratering as well.
BNPL and crypto are both crapping the bed which may suggest (may, that's not a certainty) both are deemed as speculative.
But given that 60% of home builders in Australia are expected to go belly-up in this broken supply line era, it could just be that the weakest models fall first.
Ann: Business Update Continuing to Execute on the Plan, page-109
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