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On today’s show, we discuss:
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A cold email one year ago changed my life.
Without it, Exhibit A wouldn’t exist. Here’s our story:Around this time last year, @michaelbatnick, @Downtown, @Ritholtz, @awealthofcs, and @krisvenne gave me the opportunity to enhance @TheCompoundNews and @RitholtzWealth‘s chart…
— Matt Cerminaro (@mattcerminaro) March 20, 2025
American households have never been more exposed to the risk of a stock market selloff. At the end of last year, they held $38 trillion in listed equities. Stock wealth now runs to 170% of disposable income, more than double the long-term average pic.twitter.com/ueNhsWpplD
— Mike Bird (@Birdyword) March 19, 2025
US households own stocks.
UK, Euro Area not so much. pic.twitter.com/4jwmE0hlm7— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) March 19, 2025
19 stocks in the Russell 1,000 have been “100-baggers” over the last 25 years (since the 3/24/00 Dot Com peak).
Monster Beverage $MNST is the only 1,000-bagger.
It’s far from all Tech. Apple $AAPL sits between a farm supply retailer $TSCO and an auto parts retailer $ORLY. pic.twitter.com/hbJd1dwQhu
— Bespoke (@bespokeinvest) March 24, 2025
New hot sauce flavor just dropped: VistaShares with a filing for a Animal Spirits ETF (ANIM) and a 2x Animal Spirits ETF (WILD) which will hold the five fastest-growing 2x single stock ETFs. pic.twitter.com/CeRuq1YDgS
— Eric Balchunas (@EricBalchunas) March 18, 2025
Here’s the average intraday path of the S&P on Fed Days by Fed Chair. If the trading day ended at 2:45 PM ET, Powell would be the 2nd best in history. But it doesn’t… pic.twitter.com/TnP9XjeEmr
— Bespoke (@bespokeinvest) March 19, 2025
Homebuilder incentives are one of the tougher historical data sets to track consistently. Here’s what Lennar $LEN (the second biggest builder in America) has publicly reported on this metric since 2009.
For the most recent quarter through February, incentives hit 13%. pic.twitter.com/RIMFx8oQ55
— Rick Palacios Jr. (@RickPalaciosJr) March 23, 2025
what do you mean you have $11k in “doordash debt” pic.twitter.com/pu1h8GqdZg
— adam 🇺🇸 (@personofswag) March 20, 2025
We are selling pad thai in installments to willing buyers at the current fair market price https://t.co/9cA6hQDbYg pic.twitter.com/p2fZU419G7
— Axial Wanderer (@EricWollberg) March 20, 2025
“They’re called Chimichanga Default Swaps” pic.twitter.com/uXNu85dSJw
— 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 (@EffMktHype) March 21, 2025
The middle class is shrinking because many people are getting too rich to remain middle class pic.twitter.com/dEK9ArL2nv
— Chris Freiman (@cafreiman) March 23, 2025
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