Today’s Animal Spirits is brought to you by YCharts and Fabric:
See here for YCharts new risk profiles
Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life
Get a random Animal Spirits chart here
On today’s show, we discuss:
Listen here
Recommendations:
Charts:
Tweets/Bluesky:
We’ve never had an actual recession in the social media era (2020 doesn’t count)
It’s gonna be very weird if/when it happens
ppl freaking out
ppl saying it’s fake
ppl who enjoy the calamity of it
ppl taking advantage of others thru fear tactics
will be nuts
— Ben Carlson (@awealthofcs) April 30, 2025
We need to change the definition of a bear market
These were all bears: pic.twitter.com/YvM3Qjz5CC
— Ben Carlson (@awealthofcs) May 2, 2025
Goldman Sachs: “markets might not have bottomed”
Wells Fargo: “could retest the lows”
Morgan Stanley: “retesting the low end of 5,000 range is feasible”
JP Morgan: “sees S&P500 falling to 4,000 in worst case scenario”
Bank of America: “sell the rebound in US stocks”
— Heisenberg (@Mr_Derivatives) May 2, 2025
48.5% of consumers now expect Stocks to fall over the next 12 months (according to the Conference Board).
This is the most pessimism since October 2011 pic.twitter.com/iAsexRLyhP
— Subu Trade (@SubuTrade) April 29, 2025
S&P 500 is up 7 straight days, while under the 200 day moving average
Forward returns over the next few days pic.twitter.com/QLiqw4NmWQ
— Subu Trade (@SubuTrade) April 30, 2025
Warren Buffett thoughtfully explains why investing in stocks/equities is better than real estate, during Berkshire’s latest annual meeting:
“In respect to real estate, it’s so much harder than stocks in terms of negotiation of deals, time spent, the involvement of multiple… pic.twitter.com/x1zRwaAVxC
— Triple Net Investor (@TripleNetInvest) May 4, 2025
https://twitter.com/kouroshshafi/status/1894498402366623760
The report https://t.co/VrRpwsUmQw
— Cardiff Garcia (@CardiffGarcia) May 5, 2025
Amazon MGM is test-driving a new romantic thriller with the Speed duo, Keanu Reeves and Sandra Bullock. https://t.co/Dv8e7fBljR
— New York Magazine (@NYMag) May 3, 2025
Follow us on Facebook, Instagram, and YouTube.
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, Inc., 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
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. 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. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures here.