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You are at:Home » Animal Spirits: The Mother of All Bubbles
Wealth Building

Animal Spirits: The Mother of All Bubbles

adminBy adminDecember 4, 2024No Comments4 Mins Read
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Today’s Animal Spirits is brought to you by Public

See here to lock in a 6%+ yield with Publics Bond Account

See here for opportunities to work with us at Ritholtz Wealth Management

Listen here:

On today’s show, we discuss:

Recommendations:

Charts:

Tweets/Bluesky:

HOOVER: ETFs just set monthly flow record in November with $155b, a shocking number given there was only 21 biz days in the month = $7.3b/day, about triple the norm thanks to the Trump bump. YTD flows now at $983b, headed to $1T for first time ever likely by Wed. Just wow. pic.twitter.com/K02TSXj4If

— Eric Balchunas (@EricBalchunas) December 2, 2024

This one is BTC+ETHhttps://t.co/jvxYB6G2jc

This one is Nasdaq+ETHhttps://t.co/beumaawduJ

This one is S&P+BTChttps://t.co/GAJnaLMp4d

This one is S&P+ETHhttps://t.co/GAJnaLMp4d

This one is S&P+Nasdaqhttps://t.co/ZajnXWrqOO

This one is S&P+VIXhttps://t.co/ZajnXWrqOO

— Jeffrey Ptak (@syouth1) November 28, 2024

We’re back. Can we talk? pic.twitter.com/9kt4g0Q84Z

— Enron (@Enron) December 2, 2024

AAII bears>bulls for the first time since late April.

All that happened after that was a five month win streak. pic.twitter.com/zmfi9xBtEZ

— Ryan Detrick, CMT (@RyanDetrick) December 2, 2024

We are a dyin breed #CFA pic.twitter.com/GNbgOuQ1gR

— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) December 2, 2024

JUST IN: MARA Holdings announces a $700M private offering of interest-free convertible senior notes due 2031.

Proceeds will be used to acquire more #Bitcoin.

MARA is leading the charge in corporate bitcoin adoption. pic.twitter.com/04rktkvYpu

— Bitcoin For Corporations (@BitcoinForCorps) December 2, 2024

confirmin my first-flight-out-or-bust mandate https://t.co/lhHqUfloqh pic.twitter.com/V4f5IsloVI

— 𝗕𝗜𝗟𝗟 𝗦𝗪𝗘𝗘𝗧 (@billsweet) November 29, 2024

Wow. A new record for TSA traffic yesterday … 3.087 million people pic.twitter.com/I8LRQPyusP

— Kevin Gordon (@KevRGordon) December 2, 2024

— Jake (@econompic.bsky.social) 2024-12-03T00:56:45.497Z

 

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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.

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

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