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
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Charts
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
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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
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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
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Why Does This Chart Matter?
The number of recessions has declined since the Great Depression - is this a good thing?
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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
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Charts of the Month - February '22
Food Prices, Inflation, Natural Gas, Supply Chains, Share Buybacks
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Charts of the Month - January '22
Fed Funds Rate, Yields & Mortgages, The Growth Equation, Sustainability to Impact, Tennis
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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
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Charts of the Month - November '21
Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals
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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