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Cory’s Chart Corner
Load MoreHeadline chasing algos need to do deeper dives...
h/t @hussmanjp
y'all realize the UK is only about 3% of U.S. trade, the U.S. already runs a surplus there, and the 10% U.S. tariffs will stay, right?
keep in mind that studies indicate U.S. consumers shoulder the majority of tariff incidence, with minor incidence to foreign countries
Daily Archives: July 20, 2015
America weaning off its addiction to oil
Bloomberg offers an interactive series of charts showing why oil demand is falling while production is climbing. There are several key factors and trends driving this secular shift. You can see them here.
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TED: sustainocene, new dawn for humans: personalized energy
Very exciting time in human evolution… A new epoch, characterized by ecological, environmental integrity and economic balance might be possible through a decentralized carbon-neutral energy system. Daniel Nocera describes his incredible discovery: how to emulate photosynthesis, to store energy in … Continue reading
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Misplaced bets unwinding out of commodities
Gold and other commodities ran the normal speculative course from under-loved and ignored in 2001 to over-loved and hoarded by 2011. Today millions of misplaced bets are continuing to unwind as would-be investors exit the space in losses and disgust. … Continue reading
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