Today's topics include earnings expectations, everyone's hopping on the AI bubble wagon, oil's recent decline, how well does the optimal world portfolio perform?, where is household wealth tied up?, and credit concerns
Over the past six months, traders would have had a tough time losing money. Seemingly every asset class has gone up in value.
Gold euphoria is near an all-time high. Those who have tried to fade the rally due to overly bullish sentiment have paid the price.
Recently graduated men are having a harder time finding careers than their female counterparts.
Despite gold returns roughly tripling bitcoin returns this year, IBIT has seen larger inflows than GLD.
European natural gas inventories are not as full as they typically are at this time of year. Long-range weather forecasts for this coming winter predict it will be colder and snowier than usual.
Updating the changes in central banks' balance sheets
A long-term look at population per housing start
Some interesting charts from our recent posts
Today's topics include will the Fed end QT at the December FOMC meeting?, growth in the TGA as another source of draining liquidity, checking in on rate cut expectations, what problem is the Fed trying to fix?, testing the accuracy of alternative inflation data, diplomatic tensions in trade war, S&P 500 additions outperform again, and not all stablecoins work the same way