Animal Spirits: Tax the Billionaires

Posted January 7, 2026 by Ben Carlson Today’s Animal Spirits is brought to you by Ycharts: This episode is sponsored by YCharts. Subscribe to YCharts’ Advisor Pulse, LinkedIn newsletter here And start your free YCharts trial through Animal Spirits (new customers only) here. On today’s show, we discuss: Listen here: Charts: Recommendations: Tweets/Bluesky pic.twitter.com/Wlq64SpNyf — […]

3 mins read

Polymarket to launch real estate prediction markets in partnership with Parcl

Key Takeaways Parcl and Polymarket announced a partnership to launch real estate prediction markets powered by Parcl’s daily housing price indices. Polymarket will operate and list the prediction markets, while Parcl will provide independent index data used to resolve outcomes. Share this article Polymarket will soon let users trade on whether home prices rise or […]

1 min read

Weekend reading: Are you positively giddy with the FTSE’s excitement going into 2026?

What caught my eye this week. Despite all the noise about US mega-cap tech shares and the gloom around the moribund UK economy, London’s FTSE 100 index beat the hallowed US markets in 2025: Source: Google Finance These figures don’t even include dividends. Adding them in would favour the FTSE further, with its higher yield. […]

11 mins read

2025 Investing Lessons – A Wealth of Common Sense

Finance content is seasonal. Tax stuff in the spring. Earnings coverage is once a quarter. Someone is contractually obligated to write a Sell in May blog post that month every year. Right now it’s a combination of look-backs and look-forwards. It’s outlook season for the upcoming year — biggest risks, opportunities, price targets, etc. for 2026. […]

5 mins read

What’s your “One Thing” for 2026?

At a Glance: Reflect, Reset, and Design Your Life Intentionally – Closing out 2025 with honest self-reflection helps you recognize wins, identify gaps, and assess progress across health, relationships, income, and net worth. Moving into 2026 with a clearly defined “One Thing” shifts you from drifting through life to actively steering it. Build Protection Against […]

8 mins read

2025: The year in LLMs

2025: The year in LLMs 31st December 2025 This is the third in my annual series reviewing everything that happened in the LLM space over the past 12 months. For previous years see Stuff we figured out about AI in 2023 and Things we learned about LLMs in 2024. It’s been a year filled with […]

46 mins read

Animal Spirits: The Best Performing Stocks of 2025

Posted December 31, 2025 by Ben Carlson Today’s Animal Spirits is brought to you by TradePMR: Today’s episode is sponsored by TradePMR. Details on TradePMR Asset Match Program ( https://hubs.li/Q03XS3Sj0 ) On today’s show, we discuss: Listen here: Charts: Recommendations: Tweets/Bluesky More great news! Now @CharlesSchwab is joining in, adding $1,000 to the accounts of […]

3 mins read