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2 Oct 2023

Tesla dominance in the US electric vehicle market

Source: Vital Knowledge Media

2 Oct 2023

The longest time period chart on US interest rates you will ever find...

Source: BofA

20 Sep 2023

Humility

Source: Strati Georgopoulos

31 Aug 2023

The "maddest macro chart I have seen for many years." by Albert Edwards (SocGen)

"The US corporate sector is a massive net borrower. Normally when interest rates rise, so too do net debt payments, squeezing profit margins and slowing the economy. BUT NOT THIS TIME. Corporate net interest payments have instead collapsed. What on earth is going on?" asked Edwards "This chart not only explain the resilience of corporate profits, but is a key reason why this recession has been delayed – especially as companies in aggregate are now a net beneficiary of higher rates (NB: this is mainly explained by mega-caps as most of the other companies are in big trouble). Source: SocGen, www.zerohedge.com

31 Aug 2023

A soft landing of the US economy is indeed a consensus view but it is starting to gain attraction following the lates job market reports (JOLTs, ADP, et.c)

Source: Hedgeye

25 Aug 2023

Images of Powell arriving at Jackson Hole have just surfaced. $SPY

Source: TrendSpider

14 Aug 2023

About providing the right information, and presenting it the right way!

Source: P. Akers thru Pascal BORNET

3 Aug 2023

Hedgeye about investors going nuts (do they?)

Source: Hedgeye

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