Monthly Archives: February 2023

Stress compounding at higher rates

Thirteen years of ultra-loose monetary conditions, followed by the sharpest tightening cycle in 40 years, have wrought record household debt service payments (in orange below, courtesy of The Daily Shot) and a record low savings ratio (grey line) Year-over-year growth … Continue reading

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EPB Macro Cyclical Update

EPB Macro’s February cyclical update is now available (paid subscription sign-up is here) Eric has kindly allowed me to share a free video link to this month’s report with JD readers. Very well done, as usual; worth the consumption time.

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Innovating for smarter energy and transportation

Humans can be so bright and innovative when they try to be…thankfully, many people are. Renewable rooftop power will play a vital role in the decentralised community grid systems of the future. Getting every ounce of power out of available … Continue reading

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