Today’s Animal Spirits is brought to you by Techmeme Ride Home
On today’s show we discuss
- Phantom Bonds
- JPM Guide to the Markets
- NoobWhales
- Individuals over corporations
- Ben with Bill Bernstein
- Staying at home is a luxury
- The Four Rules of Pandemic Economics
- Buffett trimming Delta position
- The best landlord ever
- Small business loans
- A map of social distancing
- Statewide shutdowns
- Pandemics depress the economy
Listen here
Recommendations
- 35 Best Actors Under 35
- There Will Be Blood
- It Was a Very Good Year
- Patrick O’Shaughnessy and Gavin Baker
- Some Good News
Charts
Tweets
Just checked @BLS_gov the rise in unempt rate of 0.9% highest for 67 years & the third highest rise ever behind Dec 1953 (+1.0%) and Oct 1948 (+1.3%)
— Danny Blanchflower (@D_Blanchflower) April 3, 2020
This US consumer spending data by category (down 30% YOY as of 3/24) from @BankofAmerica is stunning. pic.twitter.com/xYzhYR0FTn
— Pueo Keffer (@pueokeffer) April 2, 2020
Tale of Two Worlds: Our allocators vs traders ETF flow indices showed the biggest gap on record in Q1. The allocator side (Vgrd, Schwab, iShares Core ETFs) saw net $41b (pretty evenly distributed by month too). pic.twitter.com/jTgw6ntqrp
— Eric Balchunas (@EricBalchunas) April 6, 2020
* “Global deaths 4.7k, down two days in a row
* NY: Gross new hospitalized down two days in a row; .. peak strain now exp within a week
* Italy: ICU declined first time
* Spain: Deaths down 3 days in a row
* France: ICU slowing; deaths flattening”
(via @CowenResearch) pic.twitter.com/LWvvoAIQhJ
— Carl Quintanilla (@carlquintanilla) April 6, 2020
