Skippy & Doogles Weekly: ETF Myths, Intel Drama & $1.3T Buyback Binge 🚀
🔥 Market Take of the Week
ETFs may look shiny on paper, but survivorship bias tells a very different story. Most funds quietly die, leaving investors chasing ghosts. Don’t be fooled by the averages—real returns are way lower than the headlines suggest.
🎙 This Week’s Podcast — Episode 240: “ETF Survivorship Bias, Intel Drama, and the $1.3 Trillion Buyback Binge” (Listen: Apple, Spotify)
The bizarre Intel CEO saga—politics, rumors, and suspicious trades
$1.3 trillion in buybacks: efficient capital allocation or management smoke & mirrors?
Corporate cash balances rising along with intangible assets
📊 Investing Insight of the Week
Buybacks are hitting records, but here’s the kicker: the top few mega-cap tech companies are driving most of the action. For long-term investors, that means the buyback wave might not be a broad bullish signal—it’s mostly Apple & friends recycling cash.
🚀 Round the Horn
Coders are working at Chipotle
Airlines may just be loyalty companies at the core
Europe’s share of tech industry is surprisingly small
🎯 Get Involved
Got thoughts? Email us at skippydoogles@gmail.com 📧
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