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Animal Spirits:
On today’s show, we discuss:
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How the Bucket Hat Became the Star of the Oasis Reunion
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Initial Public Offerings: Updated Statistics
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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
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Sherwin-Williams suspends 401(k)-matching amid weak sales
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Trump Calls for Ending Quarterly Earnings Reports
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US public pension funds pare allocations to private credit
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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:
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Oasis: Supersonic
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Task
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The Paper
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Apple in China
Contact us at animalspirits@thecompoundnews.com with any feedback, recommendations, or questions.
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