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Animal Spirits: 2024 Predictions
Today’s Animal Spirits is brought to you by YCharts:
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These are the FINAL 2023 performance stats across asset classes using US-listed ETFs and ETNs. Enjoy!
— Bespoke (@bespokeinvest)
8:35 PM • Dec 30, 2023
People laughed and criticized me when I first posted this here, just as I laughed at it years ago when I first built it (2009). And yet it just keeps on working. QE does interfere with it sometimes, but then the relationship gets back on track again.
— Tom McClellan (@McClellanOsc)
6:12 PM • Dec 29, 2023
My friend’s dad had a $300k mortgage on his house.
3.25% interest rate.
He just paid off the balance so he doesn’t have a house payment.
He loves Dave Ramsey.
My heart hurts…
— SFR Investor (@SFR_Investor)
8:01 PM • Dec 29, 2023
Here is a 14th explanation for the teen mental health crisis which does not work: parents are increasingly abusive since 2010 (they are not).
Nobody has yet proposed an explanation for the crisis that works--especially internationally-- other than the rapid teen transition from… twitter.com/i/web/status/1…
— Jonathan Haidt (@JonHaidt)
1:41 PM • Dec 13, 2023
Amazon is already one of the largest ad businesses in the world at a $40b run-rate.
Now, Prime Video will show you ads unless you pay $2.99/month.
This will add many billions to Amazon’s bottom line.
— Austin Rief ☕️ (@austin_rief)
3:07 AM • Dec 27, 2023
My most cynical take of 2023:
What are the odds the Ozempic results are faked?
A drug that can make you eat less, crave less, lose weight, stop gambling, biting your nails & drinking?
It's either one of the greatest discoveries ever or Elizabeth Holmes 2.0 w/no middle ground
— Ben Carlson (@awealthofcs)
3:07 PM • Dec 15, 2023
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