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Charts of the Week
Is Inflation Becoming Unanchored?
August 15, 2025
Respondents to the University of Michigan's consumer confidence survey raised their expected rate of long-term inflation 0.5% this month. That is almost unprecedented.
Charts of the Week
The Housing Affordability Problem
August 15, 2025
Bad and getting worse
Charts of the Week
A Look at American Mobility
August 15, 2025
Some metrics of mobility in the U.S. have yet to recapture pre-pandemic levels.
Charts of the Week
A Historical Comparison of Inflation Rates
August 15, 2025
While the need for hedonic adjustments and changes to the CPI’s weights is understandable, the criticisms against them also hold some weight.
Charts of the Week
Larry Ellison Becomes Second Richest Person
August 15, 2025
Ellison's wealth has surged in 2025 while Elon Musk's has fallen from its peak.
Charts of the Week
Rising U.S. Government Interest Costs
August 15, 2025
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.
Charts of the Week
A Long-Term Look at Inflation-Adjusted Gold
August 15, 2025
A long-term look at inflation-adjusted gold
Charts of the Week
Weekly Research Recap
August 15, 2025
Some interesting charts from our recent posts
Newsclips
Quick Comments/What We’re Reading
August 14, 2025
Today's topics include was Bessent correct?, Bessent sees six or seven rate cuts, Powell's worst case scenario?, shipping slowdown, Fedspeak, volatility continues lower, equity allocations, the cardboard box indicator, stocks climbing a wall of worry, and questioning AI spending
Newsclips
Cartoons
August 14, 2025
Media & Communications
Jim Bianco: Only 7 stocks are driving the boat right now, and your fortunes are tied with them
August 13, 2025
Jim Bianco joins Fox Business to discuss Fiscal Dominance, the Housing Affordability Crisis, Potential Powell Successors & Market Concentration Risk with Charles Payne.