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Highest daily covid infections in 6 months for Mainland china
China’s Long Lockdowns Struggle to Contain Growing Outbreaks Source: Bloomberg, C.Barraud
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
Have we seen the largest wealth destruction in history?
Have we seen "capitulation" yet? Source: Stansberry (Greg Diamond).
Commodities outperformed during the stagflationary 70's
Are we at the start of a new commodities outperformance cycle? Source: Gigi Penna, Bloomberg
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
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
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