Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

11 Dec 2023

GOLD remains 20% below the 1980 peak inflation adjusted

Source: DB, Win Smart

11 Dec 2023

Some guys never rest...

Gemini AI

11 Dec 2023

Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation

At the same time, the S&P 500 has gained 764% (>7% per year) after adjusting for inflation. Source: Charlie Bilello

11 Dec 2023

Nice one by Lyn Alden -> Since the start of 2020, the United States has taken on $10.7 trillion in new public debt (i.e. accumulated deficits)

That's about $80k per household in four years. Have households received that much in deficit spending? Some did, but likely very few of them... Source: Lyn Alden

11 Dec 2023

U.S. ECONOMIC DATA THIS WEEK:

*CPI INFLATION (TUES.) *PPI INFLATION, FED POLICY DECISION (WED.) *RETAIL SALES, JOBLESS CLAIMS (THURS.) *NY FED MANUFACTURING INDEX, INDUSTRIAL PRODUCTION, SERVICES PMI & MANUFACTURING PMI (FRI.) Source: www.investing.com

11 Dec 2023

Losses at the Fed have now passed $125 billion

Source: Win Smart, CFA

11 Dec 2023

An overview of European real estate price indices by Bloomberg / HolgerZ:

A shortage of housing has led to record real estate prices in ireland. The national property price index has now reached a value of 170.0, which is 3.9% above its bubble peak in April 2007. Property prices have increased by 113% in past 10yrs. Recent Dublin riots exposed the anger of Irish Youth facing a housing crisis resulting from the high housing & rent prices. Note the decline in German house prices (in purple) and steady markets in Italy / Portugal / Spain.

11 Dec 2023

Big tech has notched over $200B in profits in 2023 so far

To see how massive they are, this comparison of their market caps vs. the private tech sector (unicorn valuations) makes it quite clear. Source: CB Insight

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Please note that you can unsubscribe at any time by clicking on the link in the footer of our newsletters

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks