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As we speak's Animal Spirits is delivered to you by Betterment:
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The Compound Podcasts:
On at this time’s present, we talk about:
Charts:
Tweets:
Industrials flagging weak point for months. International progress 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 instances in years.
— THE SHORT BEAR (@TheShortBear)
11:43 PM • Feb 24, 2025
Whereas progress and momentum shares had been within the doghouse this week, Shopper Staples shares had a celebration (ex $WMT and $COST). 4%+ features 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 making an attempt 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 Conflict Arc (@loomdart)
3:27 PM • Feb 23, 2025
1) I’ve numerous sympathy for gov’t workers: I, too, haven’t checked my e-mail for the previous few (hundred) days
And I can affirm that being unemployed is rather a lot much less enjoyable than it seems to be
— SBF (@SBF_FTX)
1:53 AM • Feb 25, 2025
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