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BREAKING 🚨: St. Louis Commercial Real Estate
The Former AT&T Building in St. Louis just sold for $3.6 million. In 2006, it sold for $205 million. A total loss of more than 98%. Source: Barchart
Price increases over last decade...
McDonald's: +100% Popeyes: +86% Taco Bell: +81% Chipotle: +75% Jimmy John's: +62% Arby's: +55% Burger King: +55% Chick-fil-A: +55% Wendy's: +55% Panera: +54% Subway: +39% Starbucks: +39% US Government Reported Inflation (CPI): +31% Source: Charlie Bilello
Could an ECB rate cut change reverse this trend?
It might not be enough to offset some of teh structural issues the old continent is facing (overregulation, demographics, lack of tech innovation and energy dependence among others). Source: Bloomberg, Michel A.Arouet
China copper demand surge 📈
What is China going to do with all this copper? Source: CEO Technician
Equity market positioning is VERY extended (which is bad from a contrarian perspective).
As shown in the chart below, Asset Managers have built the largest equity futures position in history 🚨🚨🚨 Source: Barchart, Goldman Sachs, CFTC
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