El-Erian: The Fed Is Missing Its Window to Taper
Deja vu…
China Junk Bonds Crashing to Covid Lows as World’s Most Indebted Company Downgraded Yet Again
Peak China
World Wide Energy Production by Source Since 1860
Renewables remain barely a blip.
Is Covid Leading to a Baby Boom or a Bust?
A new dawn?
UK Home Affordability Has Only Been Worse at Peak of Housing Bubble, Pre-20th Century
Tied for most expensive since the early 1900s…
Map: Arctic Voyages of Exploration
Still a frontier of sorts
Visualizing All the Biomass of Earth, in One Graphic
Humans represent just 0.01% of the biomass on Earth and animals just 0.47%
S&P 500 Cyclically Adjusted Earnings Yield Takes Out 1929 Low, Matches Dot-Com Low
Paging Jerome Powell…
El-Erian: Fed Is Falling Behind, Delta Is Stagflationary
Artificial demand in a supply constrained world…
Gundlach: My Number One Conviction Is Dollar Goes Down over Next Several Years
We are talking reserve currency status for granted