Right now’s Animal Spirits is dropped at you by YCharts:
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On at this time’s present, we focus on:
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1000’s, after which hundreds of thousands, of American small companies, together with many iconic manufacturers, will go bankrupt this yr if the tariff insurance policies on China don’t change.
🧵
— Ryan Petersen (@typesfast) April 17, 2025
Many truckers I’ve spoken with do not understand how rapidly container volumes have collapsed.
Beginning in Might, port freight out of California will likely be nearly eradicated.
Its going to be a massacre in dray, adopted by intermodal, after which a collapse in I-20 & I-40 trucking. https://t.co/q0JFZg2Lbr
— Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) April 18, 2025
The S&P 500 is underperforming the MSCI All Nation World Ex-US Index by essentially the most in 32 years. By way of @DavidInglesTV pic.twitter.com/9Dom60mdcO
— Lisa Abramowicz (@lisaabramowicz1) April 21, 2025
We will hedge if we need to.. Our ‘Security Dance Index’ (flows into gold, treasuries and low vol shares) is displaying one in all its highest readings in April.. first actual signal of nerves in ETFs flows. That mentioned, VOO & Co nonetheless hauling within the money = I believe ppl DCA-ing but in addition including… pic.twitter.com/h9TEGHDHdI
— Eric Balchunas (@EricBalchunas) April 21, 2025
Bitcoin is NASDAQ denominated in a basket of worldwide currencies, not USD, and USD is collapsing https://t.co/TWlAV3Ue45
— Benn Eifert 🥷🏴☠️ (@bennpeifert) April 21, 2025
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