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Animal Spirits: The Envy of the World
Michael Batnick
October 23, 2024
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The Compound Podcasts:
On today’s show, we discuss:
The American economy has left other rich countries in the dust
Archie Karas, a Gambling Legend Who Made--and Lost--a Fortune, Dies at 73
State of Crypto Report 2024: New data on swing states, stablecoins, AI, builder energy, and more
High Home Prices Force Builders to Offer Mortgage Buydowns--and More
Economic, Housing and Mortgage Market Outlook - October 2024 | Spotlight: First-Time Homebuyers
Charts:
Tweets:
👀 GOLDMAN: "We estimate the S&P 500 will deliver an annualized nominal total return of 3% during the next 10 years (7th percentile since 1930) and roughly 1% on a real basis."
— Sam Ro 📈 (@SamRo)
9:27 PM • Oct 18, 2024
One year ago, Nvidia $NVDA was estimated to generate $79.3 billion in revenue in FY25.
Now, Nvidia is estimated to generate more than $125.6 billion in FY25.
— Beth Kindig (@Beth_Kindig)
9:33 PM • Oct 17, 2024
The end of shrinkflation? Tostitos is adding more chips to bags after sales decline
— Nathaniel Meyersohn (@nmeyersohn)
11:39 AM • Oct 16, 2024
Introducing… Battleshares
— Eric Balchunas (@EricBalchunas)
5:54 PM • Oct 16, 2024
So nearly $1bil into spot btc ETFs in last 2 days…
For context, only 8 out of 560+ ETFs launched in 2024 have taken in more than $1bil for the *year*…
— Nate Geraci (@NateGeraci)
1:48 AM • Oct 16, 2024
The most frequent question I get is: Who is selling #Bitcoin?
Here is the answer 👇
— HODL15Capital 🇺🇸 (@HODL15Capital)
12:39 PM • Oct 16, 2024
25.4% of mortgage borrowers have a rate above 5.00%
74.6% have a rate below 5.00%
The higher rate share is gradually increasing, as new buyers take on rates above 6.0% + borrowers slowly pay down
Subscribe to ResiClub & stay updated on housing: resiclubanalytics.com/subscribe
— Lance Lambert (@NewsLambert)
2:38 PM • Oct 17, 2024
$NFLX update tomorrow morning at TSOH Investment Research
— Alex Morris (TSOH Investment Research) (@TSOH_Investing)
1:45 PM • Oct 20, 2024
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