Charts
Charts of the Month - August '22
Inflation Reduction Act, CINE vs AMC, Concentration of PV and Semis, Oil Supplies, Elemental Power
Charts of the Month - July '22
Tesla vs. Toyota, PEs at Market Bottoms, Energy Arbitrage, Sovereign Defaults, Nuclear Reactors, Home Sales by Price Range, World Cup Spending
Financial Conditions Index vs. Inflation
Are conditions tight enough to slow inflation?
Charts of the Month - June '22
The BoJ Experiment, Policy Makers Constraint Framework, Particulate Emissions from Tires, Post Secondary Enrollment, Refiners and Crack Spreads
Charts of the Month - May '22
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
Why Does This Chart Matter?
The number of recessions has declined since the Great Depression - is this a good thing?
Charts of the Month - March '22
Gas Shortages, Oil Exports, LatAm VC Investments, YTD Sector Returns, GBTC Conversion, Impact vs ESG, and the Foo
Charts of the Month - February '22
Food Prices, Inflation, Natural Gas, Supply Chains, Share Buybacks
Charts of the Month - January '22
Fed Funds Rate, Yields & Mortgages, The Growth Equation, Sustainability to Impact, Tennis
Charts of the Month - December '21
Topic of the Year: Inflation, A Generational Shift in Fund Flows, Looking Forward to the US Dollar and Oil, and a Little Lykeion Fun
Charts of the Month - November '21
Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals
Per Capita Carbon Emissions
Global per Capita Carbon Emissions and Why They Matter