Straight from the Desk

Syz the moment

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

Show more
25 Jan 2024

European natural gas prices have fallen massively from 2022 levels, so why is German manufacturing doing so badly?

Because - even with all the declines since 2022 - naturalgas prices are over 60% ABOVE their historical averages. That's a huge adverse energy shock hitting Europe. Source: Robin Brooks

17 Jan 2024

Why are homes so expensive in Canada?

Source: Wall Street Silver, The Economist

17 Jan 2024

Container transportation costs have indeed doubled over the past 6 weeks but it is important to see the full picture. Relative to the pandemic peaks, transportation prices are still 75% lower...

Source: Bastion notes, Oxford Economics

15 Jan 2024

Why Hermès is the GOAT of luxury brands…

Source: Scuttlebutt Investor

12 Jan 2024

Uranium 16-Year High: Uranium going parabolic as it hits its highest price since November 2007

Source: barchart

9 Jan 2024

The average price of a used Tesla has declined 18 months in a row

moving from a record high of $67,900 in July 2022 to a record low of $36,661 today (-46%). $TSLA Source: Charlie Bilello

5 Jan 2024

Oh boy... Container shipping rates skyrocket 173%

Carriers diverted +$200 billion in trade from the red sea due to Houthi militant threats. shipping a 40-foot container from Asia to northern Europe now costs over $4,000, up +173%. Supply-chain issues are back.. Have markets been celebrating the end of inflation too soon? Source: Genevieve Roch-Decter, CFA, Bloomberg

4 Jan 2024

Luxury watch prices in the secondary market have collapsed

In less than 2 years, the price has declined by more than 35% WatchCharts Market Index tracks secondary watch market price trends It consists of 60 watches from the top 10 luxury watch brands, which are sorted and weighted by transaction value The index tracks the price movement of these watches in USD over time And is rebalanced every year on 1st Jan. Source: Game of Trades

1 2

Thinking out loud

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

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks