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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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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.
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
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
