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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%.
Grant Cardone @GrantCardoneDon’t forget in April of 2007 10 year hit 5.3% and by October of 2008 they were 2%.
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Danielle’s Book
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Tesla 2023 investor day updates on electrified energy and transportation
Tesla’s 2023 Investor Day on March 1, 2023, outlined important context and data for the global transition to electrified energy and transportation. The big-picture data presented here are not new. They have been verified and published by other scientists and … Continue reading
Rate of change!
The US Money Supply has contracted 1.7% over the last 12 months (graphed below, courtesy of Charlie Bilello)–the largest year-over-year decline on record (data back to 1959). Many other countries, like Canada, have seen a similar trend. This massive liquidity … Continue reading
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
