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As we speak's Animal Spirits is dropped at you by Betterment:
See right here for extra info on Betterments RIA options
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The Compound Podcasts:
On at the moment’s present, we focus on:
Charts:
Tweets:
Industrials flagging weak spot for months. International development sluggish for months. Hiring and quits charges close to the lows for months. Housing impaired for months. Blame tariffs all you need however that’s a tempest in a teapot. Actual points have been brewing for some time.
— RenMac: Renaissance Macro Analysis (@RenMacLLC)
4:54 PM • Feb 21, 2025
Steve Cohen bearish for one of many first occasions in years.
— THE SHORT BEAR (@TheShortBear)
11:43 PM • Feb 24, 2025
Whereas development and momentum shares had been within the doghouse this week, Shopper Staples shares had a celebration (ex $WMT and $COST). 4%+ good points for greater than half of the sector:
— Bespoke (@bespokeinvest)
11:49 PM • Feb 21, 2025
It’s superb how a lot cash individuals could make by idly allocating into stuff
It’s much more superb how a lot cash individuals lose by attempting to actively commerce stuff
It’s even much more superb how closely individuals shit on the primary whereas they fail on the second
— loomdart – Holy Struggle Arc (@loomdart)
3:27 PM • Feb 23, 2025
1) I’ve a variety of sympathy for gov’t staff: I, too, haven’t checked my e mail for the previous few (hundred) days
And I can affirm that being unemployed is quite a bit much less stress-free than it appears to be like
— SBF (@SBF_FTX)
1:53 AM • Feb 25, 2025
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