From time to time, we publish, via email and social media, data and brief analyses that we believe are of interest and relevance in the current markets. These observations are collected here.
79. Securities Exchanges - Examples 2-6
78. Securities Exchanges - Example 1
77. Consolidation of Exchanges
76. Four Types of Security Exchanges
75. Japanese Security Exchanges (Pt. 2)
74. Japanese Security Exchanges
73. The Future is Security Exchanges
72. Increased Demand for Oil
71. Oil Consumption in the Non-OECD
70. Commodity Inflation
69. Market Index or Mega-Cap Tech Index?
68. Bitcoin, Price Volatility, and Your Portfolio
67. Oil's Pattern of Drawdowns
66. Navigating Structural Inflation: Central Banks at a Crossroads
Despite moderating headline CPI growth, central banks face a conundrum as any policy path they choose could result in entrenched structural inflation.
65. Meeting the Mineral Demand for Electric Vehicles
64. Meeting the Mineral Demand for Electric Vehicles
63. Impending Rate Shifts: Maturing Federal Debt
62. Staggering Numbers: Projected Federal Interest Expense
61. Debased Denarius and the Devaluated Dollar
60. Prevailing Burdens Despite Decreasing CPI
59. A Profound Impact on non-OECD Countries
58. The Agriculture Industry is Facing Severe Shortages
57. $92 Trillion Disappears in Global Markets
56. The Impact of Higher Coupon Paper
55. Unraveling Inflation: China, Russia, and Emerging Markets
54. Bitcoin Issuance Declines, US Money Supply Expands
53. Largest Labor Productivity Drawdown Since 1974
51. Food Supply Threatened by High Input Prices
50. Mining Economics and the Price of Bitcoin
49. Horizon Kinetics' Semi-Annual Commentary
48. Bottlenecks in the Shipping Industry
46. Industrial Metal CapEx Lags Previous Highs
43. Higher Energy Prices Drive Higher Food Prices
41. Commodity Inflation (Update)
40. 1970s Inflation vs Today
39. Oil Sanctions Show Crude Isn't Interchangeable
38. Why are Diesel Prices Getting so High?
35. Offshoring's Disinflationary Aid Ends for US
34. Are Markets a Buy Yet?
33. Capex Down 57% As GDP Rises 34%
32. Pre-GFC Margins May Return with Cost Surge
31. From PPI to CPI
30. Cushing Inventories at Staggeringly Low Numbers
28. Global Government Bonds
27. Energy Sector Weight
26. The Viability of Budget Deficit Reduction
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
25. Tracking Food Pricing as Diesel and Fertilizer Prices Skyrocket
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
24. Checking in on Commodity Inflation
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
23. Owning Exchanges During Inflationary Periods
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
22. Increasing Bank Profitability in the 1930s
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
21. Banks And Their Role as Shadow Central Bankers (Continued)
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
20. Banks And Their Role as Shadow Central Bankers
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
19. Heightened Volatility Creates Opportunities in Path-Dependent ETFs
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
18. United States Strategic Petroleum Reserves
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
17. Concerns over the Processing and Production of these Green Materials
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
16. Enormous Amount of Critical Metals are Processed in China for End-Use Applications
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
15. IEA Sustainable Development Scenario May Already Be 15 Years Behind
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
14. Lower DUC Count Signals Lower US Production
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
13. Rig Count Severely Lags WTI
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
12. Real Estate Costs - What is Measured vs What is Experienced
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
11. Bitcoin Mining Lowers Power Consumption 92%. Friend or Foe?
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
10. Tight Diesel Fuel Inventories Reported by the EIA
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
9. What Return Assumption are Needed to Repeat the Last 40 Years of S&P Returns? Here's three.
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
8. Deconstructing S&P Returns
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
7. Global Natural Gas Demand Increasing Prices Well Beyond Europe
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
6. Can High Interest Rates and Inflation Coexist?
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
5. Cyber Security Insurance Premiums
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
4. Lithium and Electronic Vehicle Batteries
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.