Animal Spirits: Is the Bear Market Over?

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On right this moment’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at information@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) Could 19, 2023

Tropical Bros Shirts:

See right here for Animal Spirits x Tropical Bros shirts and right here for more information on No Child Hungry

Hear Right here:

Suggestions:

Charts:

Tweets:

S&P now precisely flat on a complete return foundation because the shut on Powell’s first price hike on 3/16/22.

— Bespoke (@bespokeinvest) June 2, 2023

$MA CFO on the present state of the patron:

“Look, I imply, the headline, as we type of shared with you as a part of our Q1 earnings name, was we proceed to see a shopper which is simply remarkably resilient and shopper spending continues to be remarkably resilient” https://t.co/JDtHcJXlu4 pic.twitter.com/vgt8UGm2lU

— The Transcript (@TheTranscript_) June 2, 2023

Resilient. That is the patron.

They’re nonetheless spending and procuring. They’re employed, and so they nonetheless have extra financial savings to make the most of (to the tune of $500B). Retailers have confirmed this.

— Lindsey Bell (@justLBell) Could 31, 2023

I at all times look ahead to getting new knowledge for this chart. Even at 7% charges, 78% of all actual property brokers inform us BUYERS outnumber SELLERS of their markets. pic.twitter.com/PKMYgLlyk9

— Alex Thomas (@housing_alex) Could 30, 2023

@michaelbatnick @awealthofcs
Simply caught your latest Compound episode & heard u point out LG television’s being in all accommodations. As a earlier Company Hotelier & really met w/ LG’s B2B resort workforce I can clarify why.
1. Resort TV’s are usually not common TV’s like in your house.
1/3

— D.C. – Kobayashi Maru (@DesChan13) June 1, 2023

HBO’s run of Home of the Dragon into The White Lotus season 2 into The Final of Us into Succession season 4 may by no means be topped.

— Ross Bolen (@WRBolen) Could 28, 2023

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