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Cory’s Chart Corner
Humans just repeat the same old themes decade after decade. Today there is far more debt to service, thus greater financial impact on spending. Ask Walmart's CEO if he's noticed any change in consumer behavior while the U.S 10 years hits 5%.
Don’t forget in April of 2007 10 year hit 5.3% and by October of 2008 they were 2%.
Monthly Archives: February 2023
Rosenberg: the pending recession
This segment offers another worthwhile macro overview. High-risk warning on the defence and gold mining stock “trade ideas,” as Dave says, only “for those with ice in their veins.” Word to the wise. “There’s not a snowball’s chance in hell … Continue reading
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Grantham: After a timeout, back to the meat grinder
GMO co-founder Jeremy Grantham’s latest market letter is worth the read as usual; see After a timeout, back to the meat grinder! On equities, Grantham’s base case is that the S&P 500 could fall a further 20% by year-end, for … Continue reading
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ECRI cyclical update
Useful cyclical insights from ECRI co-founder Laksham Achuthan in this recent MacroVoices segment starting at 6:15 on the play bar through 48:00. The ECRI charts he refers to are available here. MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to … Continue reading
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