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On today’s show, we discuss:
- Smoke and Mirrors
- 2025 State of the American Investor Study
- How People Invested Before The Internet Was A Thing
- McDonald’s to Cut Combo-Meal Prices After Convincing Franchisees
- Job churn
- Why a Landmark Settlement on Realtor Fees Hasn’t Cut Costs
- The Ivy League Keeps Failing This Basic Investing Test
- She’s 7 Years Old. Her Parents Are Saving to Support Her When She’s 30.
Listen here:
Charts:
Recommendations:
Tweets/Bluesky:
More stocks are trending higher — not fewer.
58.6% of S&P 500 names sit above both their 50 & 200-day averages. Only 19.5% are below both.
This isn’t narrow leadership. It’s broad participation fueling the trend.
Breadth is confirming the bull. pic.twitter.com/pxgywCMyas
— Grant Hawkridge (@granthawkridge) August 25, 2025
Friday was a rare 90/90 day, meaning 90% of the volume and stocks on the NYSE were higher.
These events tend to be quite bullish, with the S&P 500 higher more than 90% of the time a year later and up more than 23% on average. pic.twitter.com/O8DNXjIyJp
— Ryan Detrick, CMT (@RyanDetrick) August 24, 2025
Crazy stat from Instacart that highlights the moat these ZIRP-era companies have:
“It took us 100 million orders before we were able to get to positive unit economics”
Nobody is going fund a new competitor. The battle will be won by the current players on the field
— BuccoCapital Bloke (@buccocapital) August 24, 2025
Call options volume across all U.S. stocks and ETFs hit the second highest level in history today, almost 47 million contracts changing hands pic.twitter.com/DKpzp6dEFX
— Gunjan Banerji (@GunjanJS) August 22, 2025
Hug a mortgage spread pic.twitter.com/ppVkkTdCtv
— Logan Mohtashami (@LoganMohtashami) August 23, 2025
🫡🤫 https://t.co/MghUN3b7QY pic.twitter.com/O8MvS68HZM
— Logan Mohtashami (@LoganMohtashami) August 25, 2025
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