Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Operating Leverage, Supermajors, Global Oil Reserves, Cash Account Returns, Yield Games, China Exposure
Steven K.N. Wilkinson's guest post on the German industrial complex navigating a pivotal moment in history
Currencies in Crisis, The Mother of All Macro Charts, Fed Funds and Crisis', Global Petroleum Production, Corporate Margins and Real Wages, The Wealth Gap, Demographics
Inflation Reduction Act, CINE vs AMC, Concentration of PV and Semis, Oil Supplies, Elemental Power
Tesla vs. Toyota, PEs at Market Bottoms, Energy Arbitrage, Sovereign Defaults, Nuclear Reactors, Home Sales by Price Range, World Cup Spending
The BoJ Experiment, Policy Makers Constraint Framework, Particulate Emissions from Tires, Post Secondary Enrollment, Refiners and Crack Spreads
Covering energy, wealth creation and preservation, and deep-dives into a select few of their pieces.
Student Bailouts, Secretary of Energy, Oil & Gas Drawdowns, Lithium vs Hydrogen, US Crops for Fuel, Tech's Bloodbath, Bitcoin in 401(k)s, Inflation LEVEL
US Budget, Netflix vs. Disney, Streaming Services, Owners of US Debt, Patagonia Supply Chains, Apple's Cash Hoard
The number of recessions has declined since the Great Depression - is this a good thing?