Edward Chancellor: We’re Past the Turning Point on Interest Rates
2020 was the low
Inflation Breakevens Dropping
For now…
Crude Inventories Still Very Low
We are nowhere near the levels of capital expenditure that torpedoed the last commodity bull market
Darius Dale Still Sounds Very Bearish
Mild recession is likely the ‘best case’ outcome
A Logarithmic Map of the Entire Observable Universe
Objects not to scale
Another Sign of Excess Bearishness?
Contrarian indicator?
China Dominates the Antibiotics Market
It’s not about labor costs, it’s about de facto trade rules
Happy Birthday America
Still the greatest nation on Earth
Where Did Germany’s Trade Surplus Go and Why?
Bad choices…