Jesse Felder: Earnings Recession Coming in 2022
Rising inflation, interest rates, and energy prices are likely to put pressure on corporate profits
Chart: The Most Expensive Market Ever?
“A good valuation measure is nothing but shorthand for a proper discounted cash flow analysis.”
Ed Yardeni: Mother of All Melt-Ups
Long time bull still bullish
The Shipwreck of Don Juan
Eugène Delacroix – 1840
Global Food Inflation Spikes Even Higher
Another 2.5% in just one month
Chart: Wage Inflation Is Coming
Because, not in spite, of very low labor participation?
Chart: World Trade Index Hitting Fresh Records
Truth is stranger than fiction
A Margin Debt Spike? – Revisited
Gestating…
LG Smartphone Exit Means Only Two Major Global Brands Aren’t Chinese Owned
Samsung, which has closed all of its smartphone factories in China, is the only major smartphone brand left on Planet Earth that is not Chinese owned or predominantly Chinese made
Wolf Richter Calls a Market Top
4%+ inflation already baked in…