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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 30, 2015
Consensus continuing to miss big picture
Pal’s comments here are more cogent than most in explaining the key factors now sweeping the global economy and markets. Discussing how much higher the dollar could climb and the impact it will have on commodities, with Raoul Pal, Global … Continue reading
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Education models transforming
In the aftermath of the credit bubble, students and their parents are no longer able or willing to borrow mind-boggling sums to ‘afford’ education. Governments will not be able to continue underwriting super-sized post-secondary costs either. Economic realism is demanding … Continue reading
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Driverless cars disrupting traditional insurance business
Technological advancement is not only disrupting the traditional business models of energy producers. Driverless cars are another massive disruptor on the horizon. A lot less accidents will be an enormously positive change for drivers and taxpayer-funded health care, while lowering … Continue reading
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