Animal Spirits: One thing Has to Break

Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

Tropical Bros Shirts:

See here for Animal Spirits x Tropical Bros shirts and here for more information on No Child Hungry

Hear Right here:

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To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

Observe us on Facebook, Instagram, and YouTube.

Take a look at our t-shirts, espresso mugs, and different swag here.

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Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

Tropical Bros Shirts:

See here for Animal Spirits x Tropical Bros shirts and here for more information on No Child Hungry

Hear Right here:

Suggestions:

Charts:

Tweets:

To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

Observe us on Facebook, Instagram, and YouTube.

Take a look at our t-shirts, espresso mugs, and different swag here.

Subscribe right here:

Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

Tropical Bros Shirts:

See here for Animal Spirits x Tropical Bros shirts and here for more information on No Child Hungry

Hear Right here:

Suggestions:

Charts:

Tweets:

To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

Observe us on Facebook, Instagram, and YouTube.

Take a look at our t-shirts, espresso mugs, and different swag here.

Subscribe right here:

Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

Tropical Bros Shirts:

See here for Animal Spirits x Tropical Bros shirts and here for more information on No Child Hungry

Hear Right here:

Suggestions:

Charts:

Tweets:

To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

Observe us on Facebook, Instagram, and YouTube.

Take a look at our t-shirts, espresso mugs, and different swag here.

Subscribe right here:

Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

Tropical Bros Shirts:

See here for Animal Spirits x Tropical Bros shirts and here for more information on No Child Hungry

Hear Right here:

Suggestions:

Charts:

Tweets:

To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

Observe us on Facebook, Instagram, and YouTube.

Take a look at our t-shirts, espresso mugs, and different swag here.

Subscribe right here:

Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

Tropical Bros Shirts:

See here for Animal Spirits x Tropical Bros shirts and here for more information on No Child Hungry

Hear Right here:

Suggestions:

Charts:

Tweets:

To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

Observe us on Facebook, Instagram, and YouTube.

Take a look at our t-shirts, espresso mugs, and different swag here.

Subscribe right here:

Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

Tropical Bros Shirts:

See here for Animal Spirits x Tropical Bros shirts and here for more information on No Child Hungry

Hear Right here:

Suggestions:

Charts:

Tweets:

To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

Observe us on Facebook, Instagram, and YouTube.

Take a look at our t-shirts, espresso mugs, and different swag here.

Subscribe right here:

Posted Could 31, 2023 by sean

Right now’s Animal Spirits is delivered to you by STF Administration:

See here for extra info on STF Administration’s Tactical Technique ETFs

On immediately’s present, we talk about:

Austin:

RWM is coming to Austin, TX June Twelfth-14th‼️

@Downtown with extra particulars⬇️Electronic mail us at data@ritholtzwealth.com topic line “Austin” to order a gathering slot! pic.twitter.com/9iSdG4HFf3

— Ritholtz Wealth (@RitholtzWealth) May 19, 2023

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To paraphrase myself from one other time:

Investor frustration usually stems from not having the ability to bridge the hole between what they assume *ought to* occur versus what *is* taking place.

— Ed Borgato (@EdBorgato) May 26, 2023

Apple and Microsoft, with market valuations of roughly $2.7T and $2.3T respectively, maintain such substantial positions within the S&P 500 that if mixed, they’d rank because the third-largest sector inside the index, surpassing each the power and monetary sectors in measurement.… pic.twitter.com/q3EfG3eQ78

— Beth Kindig (@Beth_Kindig) May 26, 2023

* U.S. SCREENED NEARLY 9.8 MILLION AIRLINE PASSENGERS OVER FOUR-DAY HOLIDAY WEEKEND, TOPPING PRE-COVID 2019 LEVELS BY 300,000 — @TSA @reuters

— Carl Quintanilla (@carlquintanilla) May 30, 2023

🚨 The common 30-year fastened mortgage charge ticks as much as 7.01%—that is the best studying since SVB failed.

Unfold: 329 bps 👀 pic.twitter.com/QIUHFN5wF7

— Lance Lambert (@NewsLambert) May 23, 2023

Mortgage charges again to 7%.

Which means that the fee to purchase a home in America is now approaching $2,700/month when together with mortgage, tax, insurance coverage, and upkeep.

In the meantime, value to lease is $1,850.

Greatest hole we have ever seen. One thing has to interrupt. pic.twitter.com/gC1ffJXKmL

— Nick Gerli (@nickgerli1) May 22, 2023

Pandemic dwelling value bubble deflating

U.S. dwelling costs rose 0.7% for the 12 months ending March, the smallest 12-month improve since 2012 https://t.co/S7BhlqAC6R

YoY declines in:
Seattle (-12%)
San Francisco (-11%)
Las Vegas & Portland, Ore. (-5%)
Phoenix & Denver (-4%)
LA (-3%) pic.twitter.com/3l3w5gIKw8

— Nick Timiraos (@NickTimiraos) May 30, 2023

$TOL (Toll Brothers) really raised dwelling costs by a median of $25,000 per dwelling over the previous quarter.

They’re additionally elevating their steering for gross margins, new dwelling deliveries & new dwelling costs for the remainder of the fiscal 12 months.

Planning for continued neighborhood depend progress

— Chase Emmerson (@AZLandInvestor) May 24, 2023

$UBS analyst: “Have you ever seen any impression to demand to date and if charges type of keep at 7% would you count on incentive exercise and cancellation charges to select again up once more for the trade?”$TOL CEO: “We’ve got not seen any drop in exercise over the previous few weeks…”

— The Transcript (@TheTranscript_) May 29, 2023

Ouch: 1 in each 5 flipped houses was bought at a loss in 1Q23.

Arduous for anybody on the resale aspect to compete in a market the place builders can supply charges below 5.5%. pic.twitter.com/pHO53xwh6B

— Alex Thomas (@housing_alex) May 23, 2023

Netflix revealed 5M ad-tier subscribers final week, per @Reuters – at $7/mo, the tier is already at a >$100M quarterly run charge and can monetize at the next charge than different plans, probably boosting the underside line.$NFLX

— Beth Kindig (@Beth_Kindig) May 22, 2023

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