Charts
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
Charts
41 articles
Charts
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
Charts
Charts of the Month - July '23
How to Solve "The" Problem, The Biggest Stimulus of All is About to End, 1940s vs. 1970s Inflation Playbook
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Charts of the Month - June '23
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
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Charts of the Month - May '23
First time reading Lykeion? Sign up here. Let the Games Begin Oil M&A is back! It’s been a
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Charts of the Month - April '23
Base Metals, Freeport McMoRan Overview, and Higher Rates are Beginning to Crack the Foundations
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Charts of the Month - March '23
Unfunded Liabilities, BTFP, Derivatives, Q1 Sector Performance, Housing Affordability, Netflix Loves COVID, SVB
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Charts of the Month - February '23
Starbucks Profitability, Mediterranean Crossing, China Trade Deficit, Natural Gas, Retail Investor Flows, EPS Quality Deteriorating, Zombies, Negative Yielding Debt
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Charts of the Month - November '22
Wealth vs GDP, Deglobalization Rising, Structural Shifts in Sector Returns, The Shifting Semiconductor Landscape, The Idiocy of Climate Policy, and Black Friday Madness
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Charts of the Month - October '22
Operating Leverage, Supermajors, Global Oil Reserves, Cash Account Returns, Yield Games, China Exposure
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Charts of the Month - September '22
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
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Charts of the Month - August '22
Inflation Reduction Act, CINE vs AMC, Concentration of PV and Semis, Oil Supplies, Elemental Power