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What 4 Components Are Horrifying Buyers in 2025?

Uncover the highest issues shaping investor sentiment this 12 months. Entry the most recent FTSE Russell US Retail Investor Survey to study key developments. Obtain our survey now

As we speak's Animal Spirits is sponsored by Nuveen and KraneShares:

This episode is sponsored by Nuveen. Make investments like the longer term is watching. Go to https://www.nuveen.com/future to be taught extra.

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Animal Spirits:

On at present’s present, we talk about:

• Nvidia plans to take a position as much as $100 billion in OpenAI as a part of information middle buildout

• Oracle and animal spirits 

• The Oracle Inflection Level, Apple’s Worth Enhance

• U.S. Buyers Are Flush With Money, and Completely satisfied to Hold It There

• The Two-Pace Financial system Is Again as Low-Earnings People Give Up Good points

• Just a little ditty about inflation

• How Deceptive Headlines Body the Narrative

• How Amazon Constructed The World's Quickest Rising Advert Enterprise

• This long-shot transfer may get the 30-year mortgage price to five% subsequent 12 months, says BofA International

• 61% of Boomers By no means Plan to Promote Their Houses, Whereas 76% Say They're Bored with Blame for Housing Disaster

• Class of '25, The Newest Wave of Fintech IPOs

• This Breakthrough Drug Wakes Up Sleepy Hair Follicles. It Could Be the Final Baldness Remedy, Scientists Say.

• Jonathan Clements, Farewell Mates 

Charts:

Tweets/Bluesky:

1/2

The Magazine 7 shares are actually 34.91% of the S&P 500, a brand new file focus degree.

— Jim Bianco (@biancoresearch)
8:03 AM • Sep 20, 2025

Our proprietary @CarsonResearch LEI exhibits little or no probability of a recession (simply because it did in early 2023 when everybody mentioned a recession was coming).

In reality, it has been enhancing of late, suggesting there could possibly be an financial restoration coming.

— Ryan Detrick, CMT (@RyanDetrick)
3:46 PM • Sep 16, 2025

Suggestions:

• Black Rabbit

• The Paper

• Butch Cassidy And The Sundance Child

• Alexander Hamilton, by Ron Chernow 

• Area of Goals (James Earl Jones Scene)

Contact us at animalspirits@thecompoundnews.com with any suggestions, suggestions, or questions.

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