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Tim Purcell
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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

Tim Purcell
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Financial Conditions Index vs. Inflation

Are conditions tight enough to slow inflation?

Tim Purcell
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Charts of the Month - June '22

The BoJ Experiment, Policy Makers Constraint Framework, Particulate Emissions from Tires, Post Secondary Enrollment, Refiners and Crack Spreads

Tim Purcell
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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

Tim Purcell
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Why Does This Chart Matter?

The number of recessions has declined since the Great Depression - is this a good thing?

Tim Purcell
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Charts of the Month - March '22

Gas Shortages, Oil Exports, LatAm VC Investments, YTD Sector Returns, GBTC Conversion, Impact vs ESG, and the Foo

Tim Purcell
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Charts of the Month - February '22

Food Prices, Inflation, Natural Gas, Supply Chains, Share Buybacks

Tim Purcell
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Charts of the Month - January '22

Fed Funds Rate, Yields & Mortgages, The Growth Equation, Sustainability to Impact, Tennis

Tim Purcell
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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

Tim Purcell
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Charts of the Month - November '21

Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals

Tim Purcell
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Per Capita Carbon Emissions

Global per Capita Carbon Emissions and Why They Matter

Tim Purcell
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Charts of the Month - October '21

Fertilizer Prices, Capital Goods Orders, Nuclear to the Rescue, Gilt's on the Move, Concentration of Media and Batteries