Top Reads, Listens, Follows & Takeaways of the week

2022 American Migration

Takeaways:

In 2022 the South was America’s migration leader, seeing a record level of inbound migration (868k). Florida and Texas comprised 60% of the total and Tennessee and South Carolina saw record migration inflows. On the flipside, the Northeast, Midwest, and West all saw migration outflows. The Western losses were almost entirely attributable to California and New York and New Jersey accounted for the majority of Northeastern outflows. It’s interesting to think about how migration patterns have shifted since the onset of the pandemic (a consistent Southern trend), if that will persist, and the impact that may have on work, politics, housing, and development in the states suffering consistent outflows.

 The below graph may be the more important trend, though.

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Reads:

Why Competitive Advantages Die by Morgan Housel (here)

How Not to Play the Crypto Game by Matt Levine (here)

The humiliation of Kevin McCarthy (here)

The carnage looming for venture capital (here) & (here)

2022 was Really Weird by Kyla Scanlon (here)

Where did Americans move in 2022 (here) & (here)

Are State Economic Conditions a Harbinger of a National Recession? (here)

Listens: 

Erik Prince - Inside The Rise and Fall of Blackwater (here)

Best of The Long View 2022: Financial Planning and Retirement (here)

Follow, Watch & Other great content:

Movie recommendation - HBO Max: Meet the Donors, Does Money Talk? (trailer here)

60 Minutes: Obesity medication in short supply and often not covered by insurance (here)

60 Minutes: Suing Social Media (here)

Donovan Mitchell drops FIRST EVER 70-point & 10-assist game (here)