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At the moment's Animal Spirits is sponsored by Nuveen and KraneShares:

This episode is sponsored by Nuveen. Make investments like the long run is watching. Go to https://www.nuveen.com/future to study extra.

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Animal Spirits:

On immediately’s present, we talk about:

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

• Oracle and animal spirits 

• The Oracle Inflection Level, Apple’s Value Improve

• U.S. Buyers Are Flush With Money, and Pleased to Maintain It There

• The Two-Velocity Economic system Is Again as Low-Revenue People Give Up Positive aspects

• Somewhat 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 charge to five% subsequent yr, says BofA International

• 61% of Boomers By no means Plan to Promote Their Properties, Whereas 76% Say They're Uninterested in Blame for Housing Disaster

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

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

• Jonathan Clements, Farewell Associates 

Charts:

Tweets/Bluesky:

1/2

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

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

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

In reality, it has been bettering of late, suggesting there may very well 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 

• Subject of Goals (James Earl Jones Scene)

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