Animal Spirits: It’s Very Different this Time
Courtesy of Michael Batnick
Today’s Animal Spirits is brought to you by Interactive Brokers.
On today’s show we discuss:
- Klarman is angry (Here he is in 2010 talking about the Fed)
- Corey Hoffstein on Odd Lots
- Corey on structural changes in the market
- The juxtaposition of AAII and WSB is remarkable
- The trading numbers at the big custodians is off the charts
- An epic short squeeze
- Hedge funds getting squeezed
- Short sellers lost $1.6 billion in GameStop
- WSB owns 5.8% of GameStop
- GameStop YOLO update
- GameStop is up because they got a new board member, ya right
- GameStop was a deep value stock
- Matthew Klein on Biden’s new spending plan
- How Netflix won
- Resist the temptation
Listen here:
Recommendations:
Charts:
Tweets:
The context in its full hellish glory. https://t.co/9Cfat8ZLq3 pic.twitter.com/9aES75ZCye
— Robin Wigglesworth (@RobinWigg) January 25, 2021
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