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Today’s Animal Spirits are brought to you by Nuveen and Janus Henderson Investors:
This episode is sponsored by Nuveen. Learn more at: nuveen.com
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This episode is sponsored by Janus Henderson Investors. Learn more at: https://www.janushenderson.com/
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If the Brent market closes at current levels (up 7.5%), it would rank as the 53rd largest one-day percentage increase.
The US-Israeli attack on Iran, the killing of the Religious Leader, the chaos in Hormuz, the retaliation in the Middle East… All these provide the largest one-day increase of 53 percent.
— Javier Blas (@JavierBlas) March 2, 2026
Oil prices are on the rise again today, with WTI crude rising another 7% to $4.75 per barrel, while RBOB gasoline is up 5.2%; The national average will likely approach $3.30/gal and beyond in the next few weeks.
— Patrick De Haan (@GasBuddyGuy) March 3, 2026
In this week’s episode of “Life After Mutual Funds” ETF flows turned plaid!!!
February isn’t over yet, and investors have already poured $328 billion of new money into the ETF suite this year.
This is approximately $128 billion (64%) ahead of last year. pic.twitter.com/foJ2avCjO7
— Ben Johnson, CFA (@MstarBenJohnson) February 27, 2026
Many things that seem to be about artificial intelligence are actually related to the pandemic economy https://t.co/KiWr97fqAC
— Myles Udland (@MylesUdland) February 26, 2026
If you need confirmation that AI is the best excuse to cut costs…
That’s like saying investment banking can stop working at 8pm because bankers can now create a DCF in Excel instead of doing it on paper.
UBS: A joke of a financial institution pic.twitter.com/vpwvXycSpK
— Restructuring__ (@Restructuring__) March 2, 2026
we are doing @blocks smaller today. Here is my note to the company.
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Today we are making one of the most difficult decisions in our company’s history: we are reducing our organization by nearly half, from over 10,000 people to just under 6,000. That means there are more than 4,000 of you…
— jack (@jack) February 26, 2026
I have big news to announce… pic.twitter.com/3OBNTaOnIL
— Mike Selig (@PresidentSelig) February 17, 2026
So “his firm invested double-digit millions into the platform last year”… to make $515,000?… his firm will have to pay?
Are you saying we should investigate? pic.twitter.com/qo3oxPUWmP
— Mr. Irony (@mister_irony) March 1, 2026
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