Animal Spirits: Is Twitter Useless?

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11 of probably the most fascinating charts surfaced this week 🧵

1/ Retail is again, says JP Morgan.

“Retail buyers noticed the best shopping for in 15 months, with shopping for in single shares coming again; Fairness ETFs noticed robust inflows as effectively.” pic.twitter.com/FgMSKkf6mx

— Koyfin (@KoyfinCharts) July 6, 2023

“Some declare that institutional buyers are the “good” cash and retail buyers are higher opposite indicators …However our BofA Securities Fairness Shopper Flows recommend the alternative” pic.twitter.com/lqFFHKWggI

— Gunjan Banerji (@GunjanJS) July 9, 2023

GOLDMAN: “.. $NFLX mgmt has executed its password sharing initiative in extra of our prior assumptions .. and general business competitors has turn into extra muted .. Since we added NFLX to the Promote listing on June 10, 2022, NFLX shares are up 135% vs the S&P500 of 12.5%.”

— Carl Quintanilla (@carlquintanilla) July 5, 2023

* USED VEHICLE YEAR-OVER-YEAR PRICE DECLINE SECOND LARGEST EVER

* USED VEHICLE PRICES FALL 10.3% FROM A YEAR AGO: MANHEIM@JohnSpall247 #CPI

— Carl Quintanilla (@carlquintanilla) July 10, 2023

TRAVEL UPDATE: Yesterday, TSA Officers nationwide screened 2,883,595 people – beating our earlier journey document of two,882,915 on the Sunday after Thanksgiving in 2019. That is the best variety of passengers the company has screened on document.

— TSA (@TSA) July 1, 2023

Lemme level out the plain: Tech bros have been improper about what was occurring even simply of their nook of the universe. https://t.co/4NEuJ2p0rt

— Justin Wolfers (@JustinWolfers) July 9, 2023

Large Tech corporations could have resumed their hiring based mostly on job openings. Complete job openings for $GOOG, $AMZN, $MSFT and $META are up 100%, 40%, 85%, and 162%, respectively because the finish of Q1, though they’re all nonetheless down a good quantity from a yr in the past pic.twitter.com/93FghFmr3U

— Weng (@AznWeng) July 10, 2023

The US added 3.8M jobs within the final yr, together with:

1M in Well being Providers & Non-public Schooling
800k in Leisure & Hospitality
600k in Authorities & Public Schooling
470k in Skilled & Enterprise Providers
400k in Items-Producing Industries
200k in Commerce, Transportation & Utilities pic.twitter.com/n3UJmiihsr

— Joey Politano 🏳️‍🌈 (@JosephPolitano) July 7, 2023

A take I’m satisfied is true: Michael is true *for now*, however we’ll see sub 3% 30 yr mortgage charges inside the subsequent 10 years.

The entire construction of debt on this economic system relies on low charges and can pull charges decrease in some unspecified time in the future (both via disaster or anemic progress). https://t.co/HEV3hv9vC7

— Cullen Roche (@cullenroche) July 7, 2023

An advisor provides an unbelievable quantity of worth in 3 areas:

1: Peace of thoughts (nothing is missed).
2: Experience (you can’t know what you have no idea). 3: Objectivity (take away unhelpful feelings out of your decision-making).

What else would you add?

— Peter Lazaroff (@PeterLazaroff) July 3, 2023

DANNY MEYER, on tipping: “.. If you happen to’re simply taking out meals, and it was only a transaction — I offer you cash, you give me a cup of espresso — I don’t assume there’s any obligation to tip in any respect ..”

– @dhmeyer @CNBC https://t.co/uoQSWDhm0W

— Carl Quintanilla (@carlquintanilla) July 7, 2023

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