- The Irrelevant Investor
- Posts
- Animal Spirits: A Healthy Pullback
Animal Spirits: A Healthy Pullback
Today’s Animal Spirits is brought to you by Franklin Templeton:
See here for more information on the Franklin High Yield Corporate ETF (FLHY)
On today’s show, we discuss:
Listen here:
Recommendations:
Charts:
Tweets:
Market coming off an all-time heater. $SPX surged 25% in 5M for 7th time since WWII. Previous dates should sound familiar for end of major bears (2/75, 11/82, 7/09, 8/20). 3/86 is an exception. Fed cut 11 times from 11/84-8/86. Note '86 case had worst 6m returns @NDR_Research 1/2
— Ed Clissold (@edclissold)
10:48 AM • Apr 22, 2024
One of the craziest COVID era charts I've seen
New business apps have soared nearly 60% since the late 2010s
Necessity — or being so fed up by a mediocre status quo — is the mother of invention, they say
— Callie Cox (@callieabost)
3:08 PM • Apr 20, 2024
In my opinion, this is an absolutely major theme in the coming years.
A massive wage arbitrage has opened between the US and its competitors. The overwhelming majority of people in the US have no idea just how much more money they make than the Japanese, French, British, etc.
— Jeff Weniger (@JeffWeniger)
11:59 PM • Apr 16, 2024
$PG's Jan to Mar 2024 Quarter:
—Pricing: +3%
—Volume: 0%.— The Transcript (@TheTranscript_)
11:21 AM • Apr 19, 2024
APOLLO: younger generations would have a more negative impact from higher interest rates given generally higher FICO scores
— Sonali Basak (@sonalibasak)
11:09 AM • Apr 18, 2024
The Knicks have added referee tendency statistics to their media notes.
First time they have offered this info publicly is in their game notes they give to media before Game 1:
— Fred Katz (@FredKatz)
6:10 PM • Apr 20, 2024
🎬'Field of Dreams' premiered in theaters 35 years ago, April 21, 1989
— RetroNewsNow (@RetroNewsNow)
1:24 AM • Apr 22, 2024
Contact us at [email protected] with any feedback, recommendations, or questions.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.