Animal Spirits: The Roaring Twenties

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Charts:

Tweets:

US AIRLINE PASSENGER TRAVEL WILL SET RECORD IN MARCH AND APRIL, UP 6% OVER 2023 LEVELS — AIRLINE GROUP

— *Walter Bloomberg (@DeItaone) March 19, 2024

Internet value is at all-time highs
Inventory costs are at all-time highs
Housing costs are at all-time highs
Financial exercise is at all-time highs
Air journey is at all-time highs
You may earn 5% in your money

I do know ppl do not like excellent news however that is the roaring 20s (w/o the vibes)

— Ben Carlson (@awealthofcs) March 21, 2024

Yesterday noticed a brand new excessive in new highs. As proven within the chart, yesterday our studying on shares making new 52-week highs within the S&P 500 broke out above the prior excessive from late final yr. pic.twitter.com/0t8XHRBUoC

— Bespoke (@bespokeinvest) March 22, 2024

52wk highs on SPX hit 23% yesterday, the best in 3-years. Hardly ever can we see inner highs peak with costs, they normally lead $SPX. pic.twitter.com/gSv4BFyqCW

— RenMac: Renaissance Macro Analysis (@RenMacLLC) March 22, 2024

Even with inflation adjustment, People are simply spending far more on meals than we did pre-pandemic — both consuming extra, shopping for costlier stuff, or relying extra on eating places & supply. pic.twitter.com/ehOqnoIpXB

— Matthew Yglesias (@mattyglesias) March 21, 2024

Need to know what the median bank card debt is amongst U.S. households?

$0.

Whereas some wrestle with bank card debt, this is not the case for almost all of People, even when the headlines counsel in any other case.

— Nick Maggiulli (@dollarsanddata) March 21, 2024

Monday housing information!

Accessible stock of properties in the marketplace is rising and can proceed to develop till we’re lastly in an setting of falling rates of interest. The market might peak at 40% stock development over final yr.

There are 9 million fewer individuals locked-in to three%…

— Mike Simonsen 🐉 (@mikesimonsen) March 11, 2024

Here’s a extra detailed tackle why I believe Zillow loses:

~50% of Zillow’s income comes from promoting results in purchaser brokers.

Zillow is a public firm. You may confirm this. Their purchaser lead program is known as “Premier Agent”

Zillow has been making an attempt to seize itemizing results in… https://t.co/8RhTnZWEtA

— Nick El-Tawil (@tawillionaire) March 18, 2024

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