Animal Spirits: The Biggest Rug Pull of Our Lives

Source Link: https://awealthofcommonsense.com/2023/11/animal-spirits-the-biggest-rug-pull-of-our-lives/

Posted November 1, 2023 by sean

Today’s Animal Spirits is brought to you by Kaplan Schweser:

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On today’s show, we discuss:

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People will really try to find bad news in anything. The categories BEA lists as “leading contributors” represent 60% of consumer spending. But anyway, every category other than gasoline/energy increased! Those are just the leading ones. The report is good news all around. https://t.co/wc3WG19CQc

— Jeremy Horpedahl 🤷‍♂️ (@jmhorp) October 26, 2023

$V CFO: “As we said consistently, we’re not economic forecasters, and so at a macro level, we are assuming no recession in our outlook. We’re also not factoring in any impact from Reg II & student loan repayments because…we’ve yet to see any meaningful impact” https://t.co/xHYR5thDfA

— The Transcript (@TheTranscript_) October 25, 2023

Any good reading/listening out there on why all fintech is trading like it’s going to zero?

— BuccoCapital Guy (@buccocapital) October 27, 2023

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