Posted October 21, 2026 by nelson
Today’s Animal Spirits is brought to you by WisdomTree:
On today’s show, we discuss:
Listen here:
Charts:
Tweets/BlueSky:
We've had two hot inflation prints in a row, and yet rates have been sliding.
The entire market is all about the AI trade, and the recent jitters about Anthropic's revenue numbers matter way more than some random government datapoint right now.
— Joe Weisenthal (@TheStalwart) October 15, 2026
CoreWeave cratered, retail backed up the truck:
Record five day net purchases of the neocloud on Robinhood$CRWV pic.twitter.com/6E90z2kkTT
— Luke Kawa (@LJKawa) October 19, 2026
An equal-weight version of the Nasdaq 100 $NDXE trailed the S&P 500 Equal Weight Index $SPW by nearly 4.5 percentage points in the past five sessions — its largest weekly underperformance relative to its counterpart since November 2020, according to data compiled by Bloomberg. pic.twitter.com/4Hu8166knN
— Jessica Menton (@JessicaMenton) October 16, 2026
$XLP vs $XLK … Staples best week vs Tech in 24 years pic.twitter.com/TOry3COFVk
— Mike Zaccardi, CFA, CMT (@MikeZaccardi) October 15, 2026
Pretty crazy stat.
The 25 best performing Russell 1,000 stocks in the first half of 2026 fell an average of 19.1% last week alone!
The BEST performer of the group was Iridium $IRDM, which fell 7.8%. pic.twitter.com/BnmWvgGZLv
— Bespoke (@bespokeinvest) October 19, 2026
Next year, I will give one of my SpaceX shares to every kid in America.
This will be the first of many.
— Elon Musk (@elonmusk) October 19, 2026
The definition of the NYC problem:
– Mid-30s with a $4mm net worth
– Net worth only increasing by $300–400k/year
– Will only retire with a low eight-figure net worth pic.twitter.com/is1WBCELfY
— Restructuring__ (@Restructuring__) October 19, 2026
United now requires $32k of spend to make 1k
It was only $10-15k from 2014-2022! pic.twitter.com/C68zzHBpx4
— Sheel Mohnot (@pitdesi) October 13, 2026
Recommendations:
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees.
The Compound, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees.
Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services.
Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails.
Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures here.
Disclaimer: This story is auto-aggregated by a computer program and has not been created or edited by finopulse.
Publisher: Source link
