Visualizing the Scale of Global Fossil Fuel Production
Mountains…
Steve Eisman: Paradigm Shift Underway
Rates staying high
Global Food Inflation Pauses
High but not rising
Banks Tighten Lending Standards in Anticipation of Write-Downs
Recession coming?
Treasury-to-Corporate-Bond Spread Near Record Lows
Expecting a recession while forgetting what that entails
Russia Is Losing the Gas War
Natural gas world is going to get flatter
Viktor Shvets: Geopolitical Risks to Calm Down, Inflation to Drop Before Coming Back
More ‘fat-tailed’ shocks against a deflationary backdrop
Nassim Taleb: ZIRP Era Is over
The bleeding has just begun
Jim Chanos: Stocks Still Not Cheap
Profits haven’t mean reverted yet