80%
The 80% figure appears across several unrelated discussions rather than as one shared argument. It is used for an estimated Fed hold probability, portfolio allocations, energy-system dependence, nuclear-fusion energy losses, semiconductor memory content, drilling-news mix and resource composition. The only clear direct disagreement is over whether an 80% passive equity allocation is too high, with Danielle Park and an unnamed portfolio manager advocating materially lower exposure 4, while Grant Cardone describes 80% real estate and 20% bitcoin in his own portfolio 3.
From the window to Oct 14, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
19 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeffrey Currie ++ 3 mentions
- David Lin 3 mentions
- Josh Linville 3 mentions
- Gary Bohm 2 mentions
- Fiona Cincotta 2 mentions
- Javier Blas 2 mentions
- Rory Johnston 2 mentions
- Adam Taggart 2 mentions
See what your own voices say about 80%, every morning.
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