A Wealth of Common Sense · 11 November 2026

Animal Spirits: What the Hell Just Happened?!

Ben Carlson

Market recap episode discussing post-midterm volatility, semiconductor sector weakness driving S&P 500 performance disparities, hedge fund pullbacks from AI stocks, and geopolitical tensions around chip exports to China.

Read the full post on A Wealth of Common Sense ↗

Topics: Semiconductors · AI (Horizontal) · Banking & Capital Markets

Published by A Wealth of Common Sense · their site ↗

More from A Wealth of Common Sense

SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.