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Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23

The Exchange

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Mass Transit Is Too Important to Fail

We're at or near the peak one of the things that I've been talking to investors about for the last several months. This is the perfect time to start to trade out of state and local government credits that were either structurally imbalanced before COVID before that relief rolled in, says Causelakov. One of the other things that I have a very strong conviction about and have for several months I've been talked about mass transit for several months now. And since I started really talking about mass transit has performed very well from an investment perspective. So what exactly is driving workers to come back to their desks and maybe even take max transit? That story is coming up next.

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