.bh__table_cell { padding: 5px; background-color: #dddddd; }
.bh__table_cell p { color: #222222; font-family: ‘Helvetica’,Arial,sans-serif !important; overflow-wrap: break-word; }
.bh__table_header { padding: 5px; background-color:#dddddd; }
.bh__table_header p { color: #222222; font-family:’Trebuchet MS’,’Lucida Grande’,Tahoma,sans-serif !important; overflow-wrap: break-word; }
Advertisement
100 Capital Efficient Companies. 1 Cost-Efficient ETF.
|
Looking for a compelling alternative to market-cap weighted index funds? TMFE takes 100 high-conviction stocks from The Motley Fool, LLC analysts and weights them according to three factors: profitability, stability, and growth.* *TMFE is distributed by Quasar Distributors, LLC. Fund is subject to risks. Learn more about TMFE |
Today's Animal Spirits is brought to you by Invesco and YCharts:
Visit https://www.invesco.com/us/en/solutions/fixed-income/investment-opportunities.html to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio's foundation.
This episode is sponsored by YCharts. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits
Download your free copy of 2025 State of Manufacturing Deck here https://go.ycharts.com/ycharts-research-2025-state-of-manufacturing utm_source=Animal_Spirits&utm_medium=Original_Research&utm_campaign=2025_State_of_Manufacturing&utm_content=Podcast
Animal Spirits:
On today’s show, we discuss:
-
How the Bucket Hat Became the Star of the Oasis Reunion
-
Initial Public Offerings: Updated Statistics
-
Americans think you should land your dream job by 29, buy your first home at 30, and earn six figures by 35–they're in for a reality check
-
Sherwin-Williams suspends 401(k)-matching amid weak sales
-
Trump Calls for Ending Quarterly Earnings Reports
-
US public pension funds pare allocations to private credit
-
Attack of the Rotten Tomatoes
Charts:
Tweets:
Looking at the forest, I still sense an overriding sentiment of “this can’t continue” – no “euphoria” anywhere.
Interestingly, when the S&P 500 records a 4-month winning streak that closes at a new all-time high monthly close, it’s continued 9 & 10 months later 18 times in a
— Steve Deppe, CMT (@SJD10304)
5:42 PM • Sep 9, 2025
Oracle $ORCL has moved up to the 10th largest stock in the S&P with a market cap of nearly $950 billion.
But of the 25 largest stocks, 14 are in the red today.
— Bespoke (@bespokeinvest)
6:43 PM • Sep 10, 2025
FRED is starting to pull in the new Census data released today. Here’s median family income, now at an all-time inflation-adjusted high of $105,800 in 2024
— Jeremy Horpedahl ?? (@jmhorp)
6:59 PM • Sep 9, 2025
Over 1/3 of American families now have over $150,000 of income, the first time in history (yes, it’s adjusted for inflation)
— Jeremy Horpedahl ?? (@jmhorp)
9:46 PM • Sep 9, 2025
Prepping some slides for a talk in Chicago tomorrow.
This is so stark.
— Mike Simonsen ? (@mikesimonsen)
5:20 PM • Sep 14, 2025
Prepping some slides for a talk in Chicago tomorrow.
This is so stark.
— Mike Simonsen ? (@mikesimonsen)
5:20 PM • Sep 14, 2025
From Sam Harris
HT @honest_math
— Jake (@EconomPic)
3:14 PM • Sep 14, 2025
Recommendations:
-
Oasis: Supersonic
-
Task
-
The Paper
-
Apple in China
Contact us at animalspirits@thecompoundnews.com with any feedback, recommendations, or questions.
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
-
Apple
-
Spotify
Discussion about this post