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You are at:Home » Animal Spirits: How to Pick the Winners
Wealth Building

Animal Spirits: How to Pick the Winners

adminBy adminJuly 31, 2024No Comments5 Mins Read
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Posted July 31, 2024 by sean

Today’s Animal Spirits is brought to you by YCharts and CME Group:

YCharts Launches New Partnership with United Planners ...

See here for the YCharts Advisor Pulse newsletter!

See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you.

On today’s show, we discuss:

Listen here

Recommendations:

Charts:

Tweets:

HISTORIC: $VOO has broken the all-time annual inflow record for an ETF w/ $50.9b and IT’S STILL JULY. Unreal. Now of course, it could see outflows and un-break record but this Vanguard we talking about = 99% chance it hoovers up more cash Pac-Man style. Legit shot at $100b IMO. pic.twitter.com/yQg5RxkNc2

— Eric Balchunas (@EricBalchunas) July 24, 2024

Eating Too Much ‘Boomer Candy’ Can Lead to Decay in ETF Returns.. ha, nice headline from @psarofagis who found mostly an inverse correlation bt the yield of an equity ETF and their outperformance over the S&P. Highest yielders had lowest outperformance rates.. pic.twitter.com/7Hpw9OizLW

— Eric Balchunas (@EricBalchunas) July 25, 2024

New balance ceo reveals over $6b in annual sales, making it the 4th biggest sneaker company by sales. He says growth has been fierce in the last 2 years and the business has doubled. (It’s a private company so we never really knew #s)

— Sara Eisen (@SaraEisen) July 23, 2024

A disingenuous take is when someone predicting economic collapse says “I hope I’m wrong, I would love to be proven wrong here.”

— Morgan Housel (@morganhousel) July 27, 2024

Ouch!

Twitter’s revenue under Elon has fallen more than NINETY PERCENT:

In Q2 2022, Twitter did $1.2 BILLION in revenue.

This year in Q2 – Elon’s second controlling Twitter – it did $114 million.

The last time Twitter revenue was that low in a quarter was Q1 2013!

📉☠️ pic.twitter.com/YhPxJbtAgp

— Compound248 💰 (@compound248) July 28, 2024

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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.

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