At this time’s Animal Spirits is dropped at you by Nasdaq:
See right here for Nasdaq’s analysis on the shifting profile of retail buyers.
On right now’s present we talk about:
Animal Spirits NFTs:
Hear right here:
Transcript right here:
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— Invoice Artzerounian CPA, CFP® (@CpaBill) Might 13, 2022
Wanting again, what was the obvious signal of the highest?
— Capitulation Capital (@RampCapitalLLC) Might 11, 2022
When BTC hits $100k, I’m going to purchase @GoldmanSachs and rename it Chamathman Sachs.
— Chamath Palihapitiya (@chamath) January 9, 2021
— Capitulation Capital (@RampCapitalLLC) January 17, 2021
A quantity spike can be lacking. On avg, 10-day NYSE quantity jumps 111% from the pre-waterfall low to the waterfall excessive. NYSE quantity is up 32.4% this cycle.
The Nasdaq is the epicenter of the most recent decline, however even there, quantity has risen however to not panic ranges. 3/5 pic.twitter.com/wui31eX2YI
— Ed Clissold (@edclissold) Might 16, 2022
1) Tremendous bullish on megacap tech right here – nice inflation hedges, broadly rising income/gross revenue over 10% with excessive ROICs, typically buying and selling at all-time low EV/FCF and P/E multiples and virtually all aggressively shopping for again inventory.
All-time is a very long time. This isn’t 08. Or 00.
— Gavin Baker (@GavinSBaker) Might 11, 2022
Throughout panics, correlations go to 1.
Not there but, however climbing rapidly amongst tech shares.
— Jason Goepfert (@jasongoepfert) Might 6, 2022
Editors subject tales they assume readers need to learn.
And what do they need to examine? Bear markets.
Final week, there have been over 8,200 articles printed about them, the 2nd-most of any week in a decade (the furthest date in Bloomberg’s database). pic.twitter.com/b5rIcMBpBc
— Jason Goepfert (@jasongoepfert) Might 16, 2022
Bond mutual funds with one other $20b in outflows final week, the twelfth straight week of bleeding, YTD complete now as much as $137b. pic.twitter.com/l5oswHHLAo
— Eric Balchunas (@EricBalchunas) Might 13, 2022
Used automotive costs are down three months in a row (in accordance with Manheim).
Up 14% YoY is the smallest enhance since July 2020.
This might be one other clue that general inflation is nearing a significant peak. pic.twitter.com/Qn8KOyLTTa
— Ryan Detrick, CMT (@RyanDetrick) Might 10, 2022
Commerce Secretary Gina Raimondo on why she would not need to carry tariffs on Canadian lumber:
“Lumber costs are down about 40%”
“The Canadians do not play pretty” (she cites stump charges)
“We’re simply making an attempt to guard American business”
“Not on the desk” 2 waive these #SABEW2022 pic.twitter.com/ouPcW4Fmv5
— Heather Lengthy (@byHeatherLong) Might 13, 2022
U.S. shares are tumbling, however the wealthiest are ramping up spending on Hermes luggage and watches
Luxurious style spending **elevated** 8% YoY in April -bofa
“Greater-income US shopper demand for luxurious is accelerating, doubtless on elevated events (weddings, holidays, and so on” pic.twitter.com/o5ucvqNf0N
— Gunjan Banerji (@GunjanJS) Might 16, 2022
It has been fifteen years since you would beat inflation with a financial savings account. pic.twitter.com/P1caOdhTsI
— Michael Batnick (@michaelbatnick) Might 17, 2022
Construct-for-rent (purple bars) reached 10%+ of uncooked land shopping for exercise in Southwest & Texas throughout 1Q-2022. pic.twitter.com/jGOlNT25Yg
— Rick Palacios Jr. (@RickPalaciosJr) Might 15, 2022
— Alex Morris (TSOH Funding Analysis) (@TSOH_Investing) Might 11, 2022
Peloton satisfied wealthy individuals to pay $2000 for a motorcycle AND to pay $20-$30 a month to make use of it. And nonetheless failed as a enterprise
— 👨🏾💻 (@ShutupRuss) Might 10, 2022
Tom Brady’s contract with FOX Sports activities when he retires from enjoying is 10-years at $375M, in accordance with the New York Submit.
— The Athletic (@TheAthletic) Might 10, 2022
— Spaceman Spiff (@dawarravi) Might 11, 2022
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