Animal Spirits: Benjamin Graham Disciple

By user6000

February 2, 2023

0

1

Posted February 1, 2023 by sean

Right this moment’s Animal Spirits is dropped at you by Helios:

Enter your info right here to get 10% off for the primary 12 months!

On at this time’s present, we talk about:

Future Proof Pageant 2023:

Hear Right here:

Suggestions:

Charts:

Tweets:

THINGS YOU NEVER SEE: A Europe ETF main YTD flows w/ $3.6b. Little doubt that is JPMorgan’s personal mannequin, however that is a MASSIVE quantity, they should be ALL IN on this commerce. Additionally, just one Vgrd ETF in Prime 10. That will not final, neither will Europe, so good factor I captured the second right here: pic.twitter.com/410XjelaJv

— Eric Balchunas (@EricBalchunas) January 31, 2023

Um…

“A brand new working paper from the Federal Reserve argues that the central financial institution’s latest will increase in benchmark rates of interest could also be exacerbating wealth inequality slightly than lowering it.” https://t.co/vgS0MmYrjs by @tracyalloway

— Joe Weisenthal (@TheStalwart) January 26, 2023

APOLLO: Common lodge room charges in Manhattan, Midtown, and Instances Sq., are “now above pre-pandemic degree. .. the buyer continues to be doing positive. The curiosity rate-sensitive elements of GDP are softer, however the total image continues to appear like a comfortable touchdown ..” [Slok] pic.twitter.com/p3TwTpgM48

— Carl Quintanilla (@carlquintanilla) January 28, 2023

Keep in mind when Fintwit grew to become geo-political power consultants and had been satisfied we’re going to run out of Nat Gasoline and we would be chipping the frozen our bodies off the streets in Europe, while cheering the bull run in power?

Nat Gasoline -73% to this point and unlikely to cease till we hit $2 pic.twitter.com/bci0uUvNIW

— Raoul Pal (@RaoulGMI) January 26, 2023

Pure Gasoline Down 0.6% at $2.661 and Set for Largest 1-Month Decline in 22 Years, Down 41%

— *Walter Bloomberg (@DeItaone) January 31, 2023

@awealthofcs love the present, I’ve labored in HR for 8+ years now. LinkedIn is nice for increased degree roles. The others you talked about are very important for positions beneath 100,000. They’re nice for each job seekers and hiring managers due to their filtering and group instruments

— stef.c.photograph (@stefcpop) January 26, 2023

$117 million of inflows into crypto final week, greatest week since July of final 12 months, in keeping with CoinShares.
$116m went to Bitcoin, $1m to all the pieces else.

— Gregory Zuckerman (@GZuckerman) January 30, 2023

The continuing house value correction will not be like ones of the previous, says Goldman Sachs.

The toughest punch got here proper out of the gate.

The nominal value declines will gradual from right here, and fizzle out later this 12 months, in keeping with GS. pic.twitter.com/dfDjgI9sa2

— Lance Lambert (@NewsLambert) January 24, 2023

Has the housing market already discovered the underside?

Stock retains declining. Down 1.4% to solely 466,000 single household houses. Fewest since June! A number of provides (what?!)

Costs holding up in consequence.

Particulars on this week’s @AltosResearch video 🧵📽️👇

1/6 pic.twitter.com/TfcJDkzpMh

— Mike Simonsen 🐉 (@mikesimonsen) January 30, 2023

$AXP CEO: “We aren’t seeing recessionary indicators…the buyer is de facto sturdy, journey bookings are up over 50% vs pre-pandemic…. T&E spending continues to be actually sturdy with the buyer…. We’re feeling good” https://t.co/lMwbHUSPIb

— The Transcript (@TheTranscript_) January 27, 2023

The resilience of the American financial system is astounding:

– Financing charges at report highs.

– Month-to-month funds at report highs.

– New automobile costs at report highs.

– Used automobile costs barely beneath report highs.

And… Automotive sellers are having a really sturdy month.

I can’t clarify it

— CarDealershipGuy (@GuyDealership) January 31, 2023

Contact us at animalspiritspod@gmail.com with any suggestions, suggestions, or questions.

Observe us on Fb, Instagram, and YouTube.

Try our t-shirts, espresso mugs, and different swag right here.

Subscribe right here:

Wealthcast Media, an affiliate of Ritholtz Wealth Administration, obtained compensation from the sponsor of this commercial. Inclusion of such commercials doesn’t represent or suggest endorsement, sponsorship or suggestion thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its staff.

Previous articleIs It Time to Make a Caregiving Plan?

Animal Spirits: Benjamin Graham Disciple

On at this time’s present, we talk about:

Future Proof Pageant 2023:

Hear Right here:

Suggestions:

Charts:

Tweets:

Related Articles

Animal Spirits: Benjamin Graham Disciple

Is It Time to Make a Caregiving Plan?

FINRA Suspends Two Reps for Reg BI Violations

LEAVE A REPLY Cancel reply

Latest Articles

Animal Spirits: Benjamin Graham Disciple

Is It Time to Make a Caregiving Plan?

FINRA Suspends Two Reps for Reg BI Violations

Pontera Proclaims Integration With Envestnet | Wealth Administration

Why wage as much as seven lakhs shall be tax free from 1st April 2023

About US