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Cory’s Chart Corner
Load MoreHeadline chasing algos need to do deeper dives...
h/t @hussmanjpy'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: November 2021
Commodity inflation to deflationary bust–rinse, repeat
As I discussed last week, in Inflation hype past the boil, the pandemic-inspired leap in consumption helped drive bottlenecks, extra precautionary ordering, and general chaos in international supply chains. As shown below (courtesy of Isabelle.net.com), the initial squeeze on supply … Continue reading
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ReThinkX: ending $6 trillion/year fossil fuel bailouts fastest route to net-zero
With all the climate crisis commotion, the most obvious step is for governments globally to stop enabling the bankrupt fossil fuel sector so that free-market forces can quickly transition to already available renewable power systems. ReThinX points out the obvious … Continue reading
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Danielle on CBC Weekend Business Panel
Our weekend business panel takes a closer look at COP26 and global efforts to help create a greener economy. What role do corporations, investors and consumers have in helping to fight climate change? Here is a direct video link. … Continue reading
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