Base Metals Surging, Get Used to 3%, Hikes Before Cuts
End of NIRP, Home Prices, Toyota's 1:6:90, Spanish Gas, The Price of Nationalism
The Nvidia Bubble, The Economics of War, The German Industrial Complex, Mexico Trading Places
Uranium, Manufacturing Spend, Maturity Walls, The China to India Pivot, and Indonesia Rising
U.S. LNG Exports Rising, A Counterintuitive View of the Consumer, and Foreign Direct Investment Flows
Hybrids > EVs and The Beginning of the End of the Renewable Industrial Complex
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
5% is Normal, U.S. GDP by Sector, Construction vs. Tech
How to Solve "The" Problem, The Biggest Stimulus of All is About to End, 1940s vs. 1970s Inflation Playbook
8 charts covering the Turnaround in Japanese Equities, European Natural Gas, Apple Liquidtiy, Arms Sales to Taiwan, and the Geopolitical Tug-o-War with Oil
Base Metals, Freeport McMoRan Overview, and Higher Rates are Beginning to Crack the Foundations