12 Dec 2023
US population growth has fallen off a cliff. Nearing 0% levels indicating almost NO growth. Current levels have NOT been seen in 100+ years
Source: Game of Trades
12 Dec 2023
China is the only country experiencing deflation
CPI is down 4.7% since 2020 while every other country has experience inflation – some experiencing the highest in decades. Source: Genevieve Roch-Decter, CFA, Bloomberg, Macrobond
12 Dec 2023
Each time inflation in China turned negative the global economy was in a recession: 2001, 2008-09, 2020... Is this time different?
Source: Jeffrey Kleintop, Bloomberg
11 Dec 2023
Russia replaced oil exports to the EU with exports to India and China
Source: FT
11 Dec 2023
The number of Americans with a second job is again at all-time highs
Source: Fred, Win Smart
11 Dec 2023
GOLD remains 20% below the 1980 peak inflation adjusted
Source: DB, Win Smart
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
