INTELRUNNER
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Intel & data mostly via charts in economics, markets, politics, war, business, trade, international relations, etc.

Generally ๐Ÿ‡บ๐Ÿ‡ธ but I do get around.

Nothing is financial advice...
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INTELRUNNER
Bitcoin & Ethereum ETFs now make up about 1.6% of total ETF assets.
Bitcoin is now 2% of all global moneyโ€ฆ

๐Ÿ’ฐ CHART WATCH ๐Ÿ’ฐ
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INTELRUNNER
Alternative for Deutschland taking the lead in Germany.
๐Ÿ‡ฉ๐Ÿ‡ช Religion in Germany.

Yet another German map that has this Berlin Wall division, just like the electoral ones.

โœ๏ธ CHART WATCH โœ๏ธ
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Opendoor Technologies has had a big month, gaining over 600% as of pre-market this morning. Yesterday, $OPEN traded 298% of its market cap, coming close to topping $GMEโ€™s 316% on January 25, 2021. ๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
๐Ÿ‡บ๐Ÿ‡ธ Opendoor Technologies is up 833.5% since July 1stโ€ฆ

$OPEN exploded upwards due to a meme stock frenzy. This may have had something to do with short interest rising from 12 to 21 percent between May 28th & June 30th, a 75% increase.

Shares outstanding are up 16% over the past 3 years, and net income margin has been continually negative. It came in at -5.89% for Q2, which improves up Q2 in 2024 (-8.76%) and Q2 in 2023 (-12.42%).

๐Ÿ”ผ CHART WATCH ๐Ÿ”ผ
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The revenue of Amazon Web Services ($AMZN) vs. Azure ($MSFT) vs. Google Cloud ($GOOGL)
๐Ÿ‡บ๐Ÿ‡ธ Google ($GOOGL) has slid to 48% of search ad revenue (hallelujah), falling from a 60% share as recently as 2018. Amazon ($AMZN), as low as 10% in 2018, has risen to a 24% share today.

Microsoft ($MSFT) is up a few percentage points over this period, reaching 5%, and Apple ($AAPL), also at 5%, went down a few points to get thereโ€ฆ

๐Ÿ” CHART WATCH ๐Ÿ“ฆ
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INTELRUNNER
Bitcoin is now 2% of all global moneyโ€ฆ
๐ŸŒ Ethereum has hit a new all-time high!

๐Ÿ’ฒ4๏ธโƒฃ๐Ÿ”ฃ8๏ธโƒฃ8๏ธโƒฃ7๏ธโƒฃ

โžก๏ธ $ETH is up 102.5% since July 2nd.

๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
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INTELRUNNER
30-year government bond yields
๐Ÿ‡ฏ๐Ÿ‡ต The 20-year Japanese government bond (JGB) yield has reached 2.675%. This is a higher 20Y yield than at any other point this century.

The last close at this level was in July 1999. The 20Y JGB is up almost 229bp over the past four yearsโ€ฆ

๐Ÿ”ฃ CHART WATCH ๐Ÿ”ฃ
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INTELRUNNER
Gallup asked Ukrainians: which of the following statements about the war with Russia comes closest to your personal views?
๐Ÿ‡บ๐Ÿ‡ฆ Both charts illustrate how many unauthorized abandonments of a unit or post there were (in red) in the Ukrainian Armed Forces. They also show the smaller number of confirmed desertions (in blue).

The first chart is line graph with monthly data, and the second is a bar graph with yearly data. Itโ€™s clear these statistics have only gone up with each year the war has pressed onโ€ฆ

In the first 7 months of this year, Ukraine has officially experienced 15,310 desertions and 109,906 unauthorized abandonments.

This trend accelerated through 2024 and quite a bit by the autumn, as can be seen on the first graph. Since December, the AFU is losing 690 soldiers per day.

โœˆ๏ธ CHART WATCH ๐Ÿ’ฃ
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๐Ÿ‡บ๐Ÿ‡ธ Industrial Materials Price Index (All Items)

The Industrial Materials Price Index from the Foundation for International Business and Economic Research (FIBER) declined 1.7% during the last four weeks, after easing 0.4% in the prior four weeks. Together, these declines left prices unchanged during the last twelve months. During July, factory sector production rose an improved 1.4% y/y.


๐Ÿ”ฉ CHART WATCH ๐Ÿ”ฉ
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๐Ÿ‡บ๐Ÿ‡ธ If the 4th Congressional District of Kentucky falls for this billionaire-facilitated foreign influence campaign, then theyโ€™re truly dimwitted people.

I donโ€™t think they are. This isnโ€™t their first rodeo, but it is the most thoroughly financed one. Letโ€™s hope Paul Singer is flushing a few million.

๐Ÿ˜ CHART WATCH ๐Ÿ˜
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INTELRUNNER
Central bank balance sheets are shrinking across the G4.
๐Ÿ‡บ๐Ÿ‡ธ The Fedโ€™s balance sheet drawdown has reached 26.18%.

๐Ÿฆ CHART WATCH ๐Ÿฆ
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INTELRUNNER
๐Ÿ‡จ๐Ÿ‡ณ Chinese internet stocks are making yet another foray in this critical resistance region. Financial stimulus, low bond yields, & mandated buybacks are undergirding many of these equities, and the base on $KWEB looks technically strong. ๐Ÿ“Š CHART WATCH โ€ฆ
๐Ÿ‡จ๐Ÿ‡ณ This Chinese Technology ETF ($CQQQ) looks very much like the $KWEB Chinese Internet fund, about which I wrote on the 19th:

Financial stimulus, low bond yields, & mandated buybacks are undergirding many of these equities, and the base on $KWEB looks technically strong.


๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The Fedโ€™s balance sheet drawdown has reached 26.18%. ๐Ÿฆ CHART WATCH ๐Ÿฆ
๐Ÿ‡บ๐Ÿ‡ธ May have been the best Jackson Hole reaction everโ€ฆ

๐Ÿ”ผ CHART WATCH ๐Ÿ”ผ
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๐Ÿ‡บ๐Ÿ‡ธ S&P 500 closes w/in 0.25% of record with greater than 80% NYSE advancing issuesโ€ฆ

๐ŸŽ‰ CHART WATCH ๐ŸŽ‰
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๐Ÿ‡บ๐Ÿ‡ธ Social Benefits Now Account for Nearly Half of U.S. Government Spending

โ€œDemography is destiny.โ€
โ€“ Auguste Comte

๐ŸŒ CHART WATCH ๐ŸŒ
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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ด๐Ÿ‡จ๐Ÿ‡ญ๐Ÿ‡ฌ๐Ÿ‡ง Europe & US: Real GDP

โฌ†๏ธ Top 5: ๐Ÿ‡ญ๐Ÿ‡ท๐Ÿ‡ง๐Ÿ‡ฌ๐Ÿ‡ต๐Ÿ‡ฑ๐Ÿ‡ฑ๐Ÿ‡น๐Ÿ‡บ๐Ÿ‡ธ

โฌ‡๏ธ Bottom 5: ๐Ÿ‡ฉ๐Ÿ‡ช๐Ÿ‡ซ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡น๐Ÿ‡จ๐Ÿ‡ฟ

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡ต๐Ÿ‡ธ This is the number of Palestinian civilians & militants killed by the Israeli army in Gaza between October 2023 & May 2025.

Netanyahu just claimed it was 1.5:1 ratio just the other day on Triggernometry (I refuse to check if their shitty name is spelled correctly):

Data from an internal Israeli intelligence database indicates that at least 83 percent of Palestinians killed in Israelโ€™s onslaught on Gaza were civilians, an investigation by +972 Magazine, Local Call, and the Guardian can reveal.

Figures obtained from the classified database โ€” which records the deaths of militants from Hamas and Palestinian Islamic Jihad (PIJ) โ€” contradict by a huge margin the public statements of Israeli army and government officials throughout the war, which have generally claimed a 1:1 or 2:1 ratio of civilian to militant casualties. Instead, the classified data backs up the findings of several studies suggesting Israelโ€™s bombardment of Gaza has killed civilians at a rate with few parallels in modern warfare. 


๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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INTELRUNNER
Value is outperforming growth globally, but lagging growth in the U.S.
๐Ÿ‡บ๐Ÿ‡ธ S&P 500 Growth & Value Relative to S&P 500 (Percent Performance)

Value ($IVE) has gotten crushed and growth ($IVW) has ripped in this new easy money eraโ€ฆ

๐Ÿ“ˆ CHART WATCH ๐Ÿ“‰
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