Each time inflation in China turned negative the global economy was in a recession: 2001, 2008-09, 2020... Is this time different?
Source: Jeffrey Kleintop, Bloomberg
How to not lose money in the stock market? Answer: keep a long-term time horizon
Source: BofA
The bitcoin whales
Source: Tommy Boy
Gold rallying to 2k$ despite investors selling gold is remarkable. Is it all driven by central banks demand?
Source: Michel A.Arouet, Bloomberg
Russia replaced oil exports to the EU with exports to India and China
Source: FT
Breaking down the AI semiconductor ecosystem:
While $NVDA gets most of the attention, AI is additive to most of the semiconductor industry. Source: Eric AITechInvesting
The number of Americans with a second job is again at all-time highs
Source: Fred, Win Smart
SpaceX Leading on Launches
A chart by Chartr. SpaceX, which has a wide-ranging set of commercial interests beyond taking tourists to the edge of space, continues to move forward — with a tender offer reported last week that could value it at $175bn. Plans for thousands of internet satellites, commercial travel to the moon, a base on the lunar surface and even loftier goals to turn the human race into an interplanetary species by colonizing other planets, are all ambitions of the California-based company. SpaceX has catalyzed much of the excitement about space tourism. The company’s two-stage Falcon 9 rocket is able to launch a kilogram into low-Earth orbit for just ~$1,500, a 10-20x decrease in cost in roughly as many years. That's due to its (partial) reusability — a breakthrough that’s helped SpaceX dominate commercial launchpads in the US. Indeed, FAA data reveals that SpaceX has completed 281 licensed launches since 2000 — 9x as many as Blue Origin and Virgin Galactic have managed between them. Source: Chartr
