As we speak’s Animal Spirits is dropped at you by Teucrium and YCharts:
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On in the present day’s present, we focus on:
Hear right here:
Charts:
Suggestions:
Tweets/Bluesky:
1 in 5 companies on Ramp now pay for Anthropic. A 12 months in the past, it was 1 in 25.
Newest Ramp AI Index exhibits Anthropic surged from 16.7% to 19.5% of companies whereas OpenAI slipped to 35.9%. The pure query: is Anthropic profitable at OpenAI’s expense?
I believe standard analyses… pic.twitter.com/Vzy9Z4fYsB
— Ara Kharazian (@arakharazian) February 11, 2026
Wild market. We’ve not seen something like this because the dotcom bubble burst.
During the last 8 periods, 115 shares within the S&P 500 have decline 7% or extra in a single day.
The typical drawdown when that occurs is 34%. Proper now we’re 1.5% beneath the all-time excessive. pic.twitter.com/SDy5kAXzGp
— Michael Batnick (@michaelbatnick) February 12, 2026
Here is a have a look at the Nasdaq 100’s motion within the 12 months main as much as and the 12 months after its March 2000 peak versus its actin within the 12 months main as much as its 10/29/25 peak. $QQQ pic.twitter.com/qKZPbHqAES
— Bespoke (@bespokeinvest) February 12, 2026
US vs World ex-US … worst begin to a 12 months in many years @augurinfinity pic.twitter.com/eXlBiJJYN0
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) February 14, 2026
The typical inventory reporting to this point this earnings season has moved 5.2% up or down, the most important post-earnings transfer since a minimum of 2012–Citi pic.twitter.com/Avh8yKzn1V
— Gunjan Banerji (@GunjanJS) February 11, 2026
This chart is for all the parents who couldn’t perceive my submit (beneath) a few days in the past as a result of, you already know, phrases… https://t.co/tzFJFYFGZr pic.twitter.com/UMxX8ckOGS
— Kalani o Māui (@MauiBoyMacro) February 10, 2026
BREAKING: Japan’s 30Y Authorities Bond Yield surges to a brand new file excessive of three.52%.
At what level does one thing break? pic.twitter.com/tfVsGsPTcN
— The Kobeissi Letter (@KobeissiLetter) January 7, 2026
OOPS! The hunch in Japanese bonds deepened, sending yields hovering to information as buyers gave a thumbs all the way down to PM Sanae Takaichi’s election pitch to chop taxes on meals. Japan’s 30y yields rocketed 26bps in the direction of 4%. pic.twitter.com/NzsbWQhnXV
— Holger Zschaepitz (@Schuldensuehner) January 20, 2026
The reality about millionaires in America:
-Half have lower than $2M in web value (and fewer than $340k in liquid belongings).
-Most are NOT enterprise house owners.
-Virtually all are home/401k wealthy however money poor.Is that this what you anticipated? pic.twitter.com/mBwNgOOZp0
— Nick Maggiulli (@dollarsanddata) February 12, 2026
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