Right this moment’s Animal Spirits is delivered to you by Pacer ETFs and Cloth:
This episode is sponsored by Pacer ETFs. Be taught extra about COWG at paceretfs.com
Be a part of the hundreds of oldsters who belief Cloth to assist defend their household. Apply immediately in simply minutes at: https://meetfabric.com/SPIRITS
Register HERE for Future Proof 2025
On immediately’s present, we focus on:
Pay attention right here:
Charts:
Suggestions:
Tweets/Bluesky:
The variety of firms citing “recession” on earnings calls has collapsed: from 124 in Q1 to simply 16 in Q2 (with 90% reported).
through @FactSet pic.twitter.com/vBGoqahljb
— Day by day Chartbook (@dailychartbook) August 9, 2025
The “Okay-shape” financial system is again.
To me, this is likely one of the most necessary charts to know the 2025 financial system…The rich are nonetheless spending (although there was some moderation).
In the meantime the underside 80% are tapped out. Their spending is mainly in line w/inflation.… pic.twitter.com/ZsyP0TBsIl— Heather Lengthy (@byHeatherLong) August 6, 2025
The loopy mf truly did it.
Tom Lee is the primary to 1m ETH.
New buys revealed present 1.2m ETH ($5 billion).
In a single month he’s made it 20% of the best way to his purpose to accumulate 5% of all ETH provide.
12x quicker than Saylor.
We’re previous the moon headed towards the andromeda galaxy. pic.twitter.com/dlvf1tUmxv
— RYAN SΞAN ADAMS – rsa.eth 🦄 (@RyanSAdams) August 11, 2025
FWIW I am nonetheless getting decks for 9 determine ETH and BTC digital asset treasuries which can be near be crammed.
No stopping this practice anytime quickly.
— Tom Dunleavy (@dunleavy89) August 9, 2025
UFC will get $1.1 billion for seven years for all 43 occasions on Paramount+ — and does away with the pay per view mannequin. See quote right here from TKO COO Mark Shapiro: pic.twitter.com/pdYXXJcuRj
— Alex Sherman (@sherman4949) August 11, 2025
Observe us on Fb, Instagram, and YouTube.
Take a look at our t-shirts, espresso mugs, and different swag right here.
Subscribe right here:
Nothing on this weblog constitutes funding recommendation, efficiency information or any suggestion that any specific safety, portfolio of securities, transaction or funding technique is appropriate for any particular individual. Any point out of a selected safety and associated efficiency information will not be a suggestion to purchase or promote that safety. Any opinions expressed herein don’t represent or indicate endorsement, sponsorship, or suggestion by Ritholtz Wealth Administration or its staff.
The Compound, Inc., an affiliate of Ritholtz Wealth Administration, obtained compensation from the sponsor of this commercial. Inclusion of such ads doesn’t represent or indicate endorsement, sponsorship or suggestion thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its staff. Investing in speculative securities includes the danger of loss. Nothing on this web site ought to be construed as, and will not be utilized in reference to, a proposal to promote, or a solicitation of a proposal to purchase or maintain, an curiosity in any safety or funding product
This content material, which comprises security-related opinions and/or info, is supplied for informational functions solely and shouldn’t be relied upon in any method as skilled recommendation, or an endorsement of any practices, services or products. There may be no ensures or assurances that the views expressed right here might be relevant for any specific info or circumstances, and shouldn’t be relied upon in any method. You need to seek the advice of your individual advisers as to authorized, enterprise, tax, and different associated issues regarding any funding.
The commentary on this “publish” (together with any associated weblog, podcasts, movies, and social media) displays the private opinions, viewpoints, and analyses of the Ritholtz Wealth Administration staff offering such feedback, and shouldn’t be regarded the views of Ritholtz Wealth Administration LLC. or its respective associates or as an outline of advisory companies supplied by Ritholtz Wealth Administration or efficiency returns of any Ritholtz Wealth Administration Investments shopper.
References to any securities or digital belongings, or efficiency information, are for illustrative functions solely and don’t represent an funding suggestion or provide to supply funding advisory companies. Charts and graphs supplied inside are for informational functions solely and shouldn’t be relied upon when making any funding determination. Previous efficiency will not be indicative of future outcomes. The content material speaks solely as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these supplies are topic to alter with out discover and should differ or be opposite to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Administration, receives cost from varied entities for ads in affiliated podcasts, blogs and emails. Inclusion of such ads doesn’t represent or indicate endorsement, sponsorship or suggestion thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its staff. Investments in securities contain the danger of loss. For added commercial disclaimers see right here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures right here.
