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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
Author Archives: Danielle Park
Serious question: how long is our run?
Equity prices have made some ‘mean reversion’ progress year-to-date. At the end of March, the average geometric valuation for S&P 500 companies had declined to 148% from 167% in February (below since 1900, courtesy of Advisor Perspectives). This was the … Continue reading
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Using wastewater for heat
Happy May!! Happily, not all the news is crappy! Toronto Western Hospital is just commissioning the world’s largest wastewater heating system. Yup, the hospital will be getting 90% of its heat from the sewer system beneath the streets of Toronto. … Continue reading
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Rocks and hard places leave no easy out
This morning, the first quarter 2025 US GDP estimate disappointed with a -0.3% annualized contraction (vs. -0.2% annualized estimate). At the same time, US consumer confidence surveys show future expectations at a 14-year low (below via Bloomberg, see US consumer … Continue reading
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