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    Home»Investment»Animal Spirits: Will the Fed Buy Stocks?
    Investment

    Animal Spirits: Will the Fed Buy Stocks?

    By Staff WriterJuly 16, 20266 Mins Read
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    Sponsored
    China Is Building Its Own Semiconductor Empire
    China Is Building Its Own Semiconductor Empire
    China’s semiconductor industry has become one of the fastest-growing segments globally. VanEck China Semiconductor ETF (SMHC) is designed to provide targeted exposure to 25 of the largest and most liquid Chinese semiconductor companies.
    Explore SMHC
    Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus , which contains this and other information, call 800.826.2333 or visit vaneck.com/etfs. Please read the prospectus and summary prospectus carefully before investing.

    © Van Eck Securities Corporation, Distributor

    Today’s Animal Spirits is brought to you by Nuveen:

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    On today’s show, we discuss:

    Listen here:

    Charts:

    Recommendations:

    Tweets/Bluesky:

    GS: The momentum factor had one of the largest 3-week sell-offs on record pic.twitter.com/Vt3dgFuLpE

    — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 13, 2026

    (1) Today we’re releasing Muse Spark 1.1 — a strong agentic and coding model at a very low price. It’s available through our new Meta Model API and in Meta AI.

    — Mark Zuckerberg (@finkd) July 9, 2026

    The S&P 500 Ex-Technology Index closed the week at new all-time highs.$SPXT pic.twitter.com/byaDJDGX5U

    — Alfonso De Pablos, CMT (@AlfCharts) July 13, 2026

     

    The Advance-Decline Lines for the S&P 500, S&P 400, and S&P 600 have all pushed to fresh all-time highs.

    Demo

    Take a look at the chart 👇 pic.twitter.com/45Ypr8Sgsm

    — Alfonso De Pablos, CMT (@AlfCharts) July 13, 2026

    Amazing chart from today’s episode:

    It’s not just that US household exposure to equities is at a record high, but that the stock market is a SIGNIFICANTLY greater component of total household net worth than real estate now, which blows my mind.

    The stock market is the economy. https://t.co/sGRmUI6yQo pic.twitter.com/OdCFr5nOKd

    — Joe Weisenthal (@TheStalwart) July 10, 2026

    I published a note today that I’ve been thinking about for months.. About how the US stock market has arguably become too big and too imp to fail.. It’s basically America’s retirement fund now and poss even the savior of social security which is expected to run out of money in… pic.twitter.com/LeKW4IXL7X

    — Eric Balchunas (@EricBalchunas) July 7, 2026

    Don’t “K”all it a comeback… In June, higher-income households’ after-tax wage growth eased to 4.2% YoY, while that of the lower-income cohort improved to a similar level pic.twitter.com/Y6i2hd5fvT

    — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 10, 2026

    so far at least, i’m pretty sure AI has been net job-creating.

    this was not what i expected–although i was much less pessimistic than others, i thought by this level of capability we’d have seen some impact.

    it is possible this direction keeps going!

    — Sam Altman (@sama) July 11, 2026

    If you look at a chart of the YoY growth in professional and business services jobs it looks a lot more like “Pandemic overhiring bullwhip/normalization” than anything related to AI: pic.twitter.com/95VZIkxwz4

    — Conor Sen (@conorsen) July 11, 2026

    Netflix’s live-action Avatar lost 59% of its audience between seasons. Beef lost 58%. A Good Girl’s Guide to Murder lost 80%. HBO’s The Last of Us went off the air for two years and came back with more viewers than it had before.

    Same long wait between seasons, opposite result.… https://t.co/EShtI0XZFn

    — Anish Moonka (@anishmoonka) July 6, 2026

    In this year’s @Gallup survey, 11% of U.S. adults currently take GLP-1 medications for weight loss purposes, up significantly from 3% in 2024. 15% report having used the medicine for weight loss at some point, an increase of 9 percentage points pic.twitter.com/6yo5QgUmt5

    — Kevin Gordon (@KevRGordon) July 12, 2026

     

     

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    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

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