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Animal Spirits:

On right this moment’s present, we talk about:

• American Corporations Are Shopping for Their Personal Shares at a Document Tempo

• Apple stays a relentless buyback machine

• Sick as a Canine: The cheapness of US healthcare shares

• OpenAI's Sam Altman sees AI bubble forming as business spending surges

• The Period of Massive Raises for Low-Paid Employees Is Over

• Individuals are getting priced out of homeownership at file charges

• There Are 7 Main Metros The place You Can Nonetheless Purchase a Luxurious Residence For Much less Than $1 Million. 5 Years In the past There Have been 30.

• YouTube Is Making a Play to Host the Oscars

Charts:

Tweets:

For Q2, S&P 500 earnings beat charge proper above 80% … income beat charge proper beneath 80%. Fairly a stable quarter

— Kevin Gordon (@KevRGordon)
12:03 PM • Aug 18, 2025

Suggestions:

• Platonic

• Jurassic World

• Highway Journey

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