US Spending vs. Income, SPX:TLT, TSA Traffic, Generational Debt-to-Income, Google & Apple, Share Buybacks
If you believe in inflation or deflation, chances are, you're somehow right. For now. But we need to dive deep to figure out what the future holds for this 'debate of our time'
Global PMIs are closely correlated with growth in the global money supply. So we asked our contributor network why this matters, and their answers range from fundamental, to techinical, to philosophical (thanks Sune!)
Debt-Driven GDP, Financial Industry Penalties, Nuclear Power, Declining Energy Intensity, Gross Output, GDP per Capita, Loan-to-Deposit Ratio
We asked our contributor network why they believe the Inverse Head & Shoulders forming in the DXY matters. Here are their responses.
CapEx and R&D to Earnings, Share Buybacks, Labor Participation Rates, Uranium Fuel, and Investor Led Rounds
The Fed's Reverse Repo facility is at an all-time high. But "Why Does This Chart Matter?" Find out what our contributors think; Mike Green, Jeff Snider, Luke Gromen, Seth Levine, and Roger Hirst
Energy, Copper, AirPods, Wealth Inequality, Transitory Inflation, Pandemic Spending
Does the correlation of Bitcoin to the ever-expanding Fed Balance Sheet matter?
FinTech, Historic Equity Flows, OPEC Spare Capacity, Market Valuations, and Available Cropland