Russia Restarts Nat. Gas Exports to Germany Through Yamal Pipeline for First Time in Two Months
Cash grab
Bitcoin Is Not Digital Gold
Different animals
Chart: Gundlach’s Law
Brick wall is now at a negative real rate
30-Year Mortgage Rising at Fastest Pace Since 1981
Expect it to get worse
Global QE Still Running at Breakneck Pace
The spice is still flowing, for now
China Tech Stocks Hit Record Low
Meanwhile Wall Street still bullish.
Chart: Cass Freight Index vs CPI
Another sign of a peak
Ed Hyam: Wage-Price Inflation Spiral Already Entrenched
Still fairly bullish, despite expectations for high inflation
Rebar Prices, China, and Inflation
Rolling over
AAII Investor Bearish Sentiment Exceeded 2020 Covid Lows in Late January
The fear of tightening is real