Today’s Animal Spirits is brought to you by MarketSmith. Go to www.investors.com/animal for more information.
Stories discussed:
- Vanguard and private equity go together like lamb and tuna fish
- Investors are invading the starter home market
- No, really. One in five starter homes
- Hedge funds for all
- What does it take for a new hedge fund to make it?
- The crash of 2073
- It’s better to peak late
- Facebook launched a digital currency
- Survey: People often cry when they sell their home
- Who owns everything?
Listen here
Recommendations
The ReWatchables- The Hangover
Tweets
This @ballmatthew graph is a perfect Rorschach test for Movie Twitter.
Those who hate franchises can say: "Sequels ate the box office and killed the overall industry"
Those defending franchises can say: "The boat's sinking, and franchises are the only dependable life raft" pic.twitter.com/MiDGiXIXLz
— Derek Thompson (@DKThomp) June 24, 2019
Equity Fund Flows (2001-2019).
Absolutely historic selling.
Even lower than the depths of the 2001/02 and 2008/09 recessions.
Similar to other flow, sentiment, and survey data I've been tracking & tweeting over the past few weeks.$SPY $SPX #Stocks pic.twitter.com/5WaLFpHNfP
— Macro Charts (@MacroCharts) June 24, 2019
If the final bull-market end is deflationary in nature, the NYSE bond-like securities will be stronger for longer, negating some (all?) of the A/D Line’s predictive value. Its oddly robust behavior during the recent top-heavy market hints this deception may already be at work. pic.twitter.com/572ZTryUr7
— The Leuthold Group (@LeutholdGroup) June 19, 2019
Kitchen Hack! 21 tahun hidup tak pernah tahu ?
Lepas ni boleh jadi chef saing-saing khairul aming hai gais pic.twitter.com/3jiH6UTWrC
— ℤℝ (@OoneyAbraymen) June 14, 2019
Consumer retail segments vs largest player in each vertical pic.twitter.com/tZRVJ9TVkP
— Bluegrass Capital (@BluegrassCap) June 17, 2019
