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8 Nov 2022

The World population in one chart

In late 2022, the eight billionth human being will enter the world, ushering in a new milestone for humanity. In just 48 years, the world population has doubled in size, jumping from four to eight billion. Source: The Visual Capitalist

8 Nov 2022

European energy bills keep rising

European households are paying more than ever for their electricity and natural gas, even as governments spend billions to shield consumers from the energy crisis.

8 Nov 2022

Have we seen the largest wealth destruction in history?

Have we seen "capitulation" yet? Source: Stansberry (Greg Diamond).

8 Nov 2022

Commodities outperformed during the stagflationary 70's

Are we at the start of a new commodities outperformance cycle? Source: Gigi Penna, Bloomberg

7 Nov 2022

US small & mid caps stocks valuations remain cheap

The absolute forward P/E for the Russell 2000 suggests double-digit annualized ten-year returns Source: BofA

7 Nov 2022

S&P 500 Energy Index has climbed to highest since late 2014

[Past performance is no guarantee of future results] Source: Bloomberg, Liz Ann Sonders

27 Oct 2022

#apple #energy #market-caps

The venture capital index is now down 62% from its peak, not too far from its March 2020 lows. Source: Willie Delwiche

13 Oct 2022

Fed tightening forecasts are jumping

Fed tightening forecasts are jumping w/cycle ceiling jumps to 4.9% after hot US inflation data. Source: Bloomberg

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