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On today’s show, we discuss:
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Recommendations:
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Tweets/Bluesky:
We’ve never had an actual recession in the social media era (2020 doesn’t count)
It’s gonna be very weird if/when it happens
ppl freaking out
ppl saying it’s fake
ppl who enjoy the calamity of it
ppl taking advantage of others thru fear tactics
will be nuts
— Ben Carlson (@awealthofcs) April 30, 2025
We need to change the definition of a bear market
These were all bears: pic.twitter.com/YvM3Qjz5CC
— Ben Carlson (@awealthofcs) May 2, 2025
Goldman Sachs: “markets might not have bottomed”
Wells Fargo: “could retest the lows”
Morgan Stanley: “retesting the low end of 5,000 range is feasible”
JP Morgan: “sees S&P500 falling to 4,000 in worst case scenario”
Bank of America: “sell the rebound in US stocks”
🤔
— Heisenberg (@Mr_Derivatives) May 2, 2025
48.5% of consumers now expect Stocks to fall over the next 12 months (according to the Conference Board).
This is the most pessimism since October 2011 pic.twitter.com/iAsexRLyhP
— Subu Trade (@SubuTrade) April 29, 2025
S&P 500 is up 7 straight days, while under the 200 day moving average
Forward returns over the next few days ⬇️ pic.twitter.com/QLiqw4NmWQ
— Subu Trade (@SubuTrade) April 30, 2025
Warren Buffett thoughtfully explains why investing in stocks/equities is better than real estate, during Berkshire’s latest annual meeting:
“In respect to real estate, it’s so much harder than stocks in terms of negotiation of deals, time spent, the involvement of multiple… pic.twitter.com/x1zRwaAVxC
— Triple Net Investor (@TripleNetInvest) May 4, 2025
https://twitter.com/kouroshshafi/status/1894498402366623760
The report https://t.co/VrRpwsUmQw
— Cardiff Garcia (@CardiffGarcia) May 5, 2025
Amazon MGM is test-driving a new romantic thriller with the Speed duo, Keanu Reeves and Sandra Bullock. https://t.co/Dv8e7fBljR
— New York Magazine (@NYMag) May 3, 2025
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