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
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
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
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Base Metals, Freeport McMoRan Overview, and Higher Rates are Beginning to Crack the Foundations
Unfunded Liabilities, BTFP, Derivatives, Q1 Sector Performance, Housing Affordability, Netflix Loves COVID, SVB
Starbucks Profitability, Mediterranean Crossing, China Trade Deficit, Natural Gas, Retail Investor Flows, EPS Quality Deteriorating, Zombies, Negative Yielding Debt
Wealth vs GDP, Deglobalization Rising, Structural Shifts in Sector Returns, The Shifting Semiconductor Landscape, The Idiocy of Climate Policy, and Black Friday Madness
Operating Leverage, Supermajors, Global Oil Reserves, Cash Account Returns, Yield Games, China Exposure
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