Category Archives: Charts

Week In Review – February 2

No poetry, no prose in the Week In Review. We gave you plenty to munch on this past week and today is a holy day, Super Bowl Sunday.  We posted many warnings about the events of last week and  how … Continue reading

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Supply (lack of ) Driven Bull Market

I had an interesting conversation with an economist friend this morning about inflation and excess capacity. He sees no evidence of excess capacity in the U.S. economy, including the service sector, where he cannot find, say, a plumber for hire … Continue reading

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Five markets charts for investors – FT

The FT markets team’s focus this week: a Chinese stocks rally, the sovereign debt market being crowded by central banks’ bonds re-purchasing programmes, trades with zero yield climb to $11tn, and US money supply growth might mean the bull market … Continue reading

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COTD: Emerging Markets Are The Future

In case you missed it,  emerging market and developing economies, based on purchasing power partity international dollars, now exceed the advanced economies (AEs).  They crossed the Rubicon in 2007 and even excluding China will exceed in the AEs next year … Continue reading

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COTD: China Levers Up As ROW Does Opposite

We knew that credit expansion is the mother’s milk of economic growth,  but even this chart surprised us.   The global nominal private non-financial debt level x/ China has been flat since 2008.   As in flat in nominal terms not as … Continue reading

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COTD: Young Adults (18-34) Living At Home

  (COTD = Chart of the Day)                                                             Source:  U.S. Census

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Gone Fishin’

See you in a week or two.   Look for some large sigma event, which is always the case when we are off the desk.   I will try to work off the “fat tails’ on holiday. Have a great holiday,  folks!

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COTD: Starbucks Latte Cross-Country Index

The folowing chart illustrates the price of a tall Starbucks Latte across countries based on the relative prices of other goods.  Note it’s more than just a currency purchasing power parity measure such as the Big Mac Index. But how … Continue reading

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The U.S. By Best Selling Music

The map [below] shows the best selling singer, musical artist or band from each of the 50 US states. While many expected names make the list such as Elvis, Prince, Madonna, etc. there are quite a few surprises.  – Brilliant … Continue reading

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Hot To Detect A Lie

Source:  Pinterest

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