Today’s Animal Spirits is brought to you by Masterworks
On today’s show we discuss:
- Growth stocks holy crap
- How much longer can the big stocks hold up?
- Inflation messaging
- OpenSea raises $300 million at a $13 billion valuation
- The next stage for NFTs is actual utility
- Crypto Explainer
- This was a good web3 takedown
- Lulu warns
- 1 in 7 jobs listings are remote
- Southeast housing markets
Listen here:
Transcript here:
Recommendations
Charts:
Tweets:
Coinbase, Square, Hood, SOFI, Marqeta….all at new lows…
Goldman, Schwab, Mastercard, AMEX at highs …
Thank god we spent the last 20 years disrupting fintech 🙂
Investing is easy.
— CloudLindzon (@howardlindzon) January 10, 2022
1/8
Nothing the Fed said today should have been a surprise.
The problem was the market just did not want to believe it until the minutes came out.
Now it hit them like a brick to the face.
A thread to explainhttps://t.co/swYrn72ZHi
— Jim Bianco biancoresearch.eth (@biancoresearch) January 5, 2022
there were over 8 million refinances in 2020, about 6 million in 2021. each refinance borrower saved about $2,800 a year in lower payments
about $40 billion in cash flow freed up for US homeowners over the past 2 years
— 📈 Len Kiefer 📊 (@lenkiefer) January 5, 2022
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