Probably a feeling shared by many households in developed economies and which (partly) explains the rise of populist parties
Source: Markets & Mayhem
McDonald's menu in 1972
Source: Retro Toys and Cartoons
#winners
Source: Leadership First
The US Dollar's reserve currency status remains in a downtrend:
The US Dollar share of the world's central banks reserves fell slightly to 58.4% in Q4 2023 from 59.2% in Q3 2023, according to the IMF. By comparison, the US Dollar accounted to 71% of reserves globally in 2000. However, it is worth noting that the US Dollar remains the most dominant currency and it's not even close. For example. the Chinese Yuan's share in Q4 2024 was just 2.3% and the Euro's share is ~20%. Is the US Dollar's reserve currency status safe? Source: The Kobeissi Letter, BofA
Waoouu... 🙄🙄🙄
Seven Chinese solar companies most people haven’t heard of are ALREADY providing more energy for the global economy than Exxon, Chevron, Shell, BP and the other Seven Sisters who once dominated oil production... Source: Bloomberg, David Fickling
Semiconductor industry overview
By Invest in assets
US 10 year yield breaks <4.3% on PPI.
The producer price index unexpectedly declined the most in 7mths, adding to evidence that inflationary pressures are moderating. The odds of a Fed rate cut in Sep shot up to 65% following PPI reading. Source: Bloomberg, HolgerZ
5 type of moats
By Brian Feroldi
