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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
Monthly Archives: September 2015
The long rise and rapid fall of Volkswagen
Some useful perspective on Volkswagen and its importance to Germany and hence Europe, comes this week courtesy of John Mauldin: This is not a small company. It is the largest company in Germany, and Germany is the largest economy in … Continue reading
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Icahn warns of markets on ‘treacherous path’
Whatever else one may think about Carl Icahn, he makes many excellent points in this refreshingly candid 15 minute video. The observations about Wall Street [and Bay Street] and ETF mammoths (Larry Fink et al) who get rich selling risk … Continue reading
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Even more reasons to move to electric cars (as if we needed more)
The emissions fraud scandal is spreading (as we suspected it would), with revelations of overstated fuel efficiency results across a host of manufacturers. See: Mercedes tops list of car companies overstating fuel economy. Others are complaining that this is making … Continue reading
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