INTELRUNNER
Bitcoin is now 2% of all global moneyโฆ
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INTELRUNNER
30-year government bond yields
The last close at this level was in July 1999. The 20Y JGB is up almost 229bp over the past four yearsโฆ
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INTELRUNNER
Gallup asked Ukrainians: which of the following statements about the war with Russia comes closest to your personal views?
The first chart is line graph with monthly data, and the second is a bar graph with yearly data. Itโs clear these statistics have only gone up with each year the war has pressed onโฆ
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.
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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.
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I donโt think they are. This isnโt their first rodeo, but it is the most thoroughly financed one. Letโs hope Paul Singer is flushing a few million.
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INTELRUNNER
Central bank balance sheets are shrinking across the G4.
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INTELRUNNER
Financial stimulus, low bond yields, & mandated buybacks are undergirding many of these equities, and the base on $KWEB looks technically strong.
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INTELRUNNER
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โDemography is destiny.โ
โ Auguste Comte
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Netanyahu just claimed it was 1.5:1 ratio just the other day on Triggernometry (I refuse to check if their shitty name is spelled correctly):
Data from an internal Israeli intelligence database indicates that at least 83 percent of Palestinians killed in Israelโs onslaught on Gaza were civilians, an investigation by +972 Magazine, Local Call, and the Guardian can reveal.
Figures obtained from the classified database โ which records the deaths of militants from Hamas and Palestinian Islamic Jihad (PIJ) โ contradict by a huge margin the public statements of Israeli army and government officials throughout the war, which have generally claimed a 1:1 or 2:1 ratio of civilian to militant casualties. Instead, the classified data backs up the findings of several studies suggesting Israelโs bombardment of Gaza has killed civilians at a rate with few parallels in modern warfare.
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INTELRUNNER
Value is outperforming growth globally, but lagging growth in the U.S.
Value ($IVE) has gotten crushed and growth ($IVW) has ripped in this new easy money eraโฆ
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INTELRUNNER
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Leaderboard for the week ending on 8/15
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INTELRUNNER
The last time the $VIX was at this level was December 16th, 2024.
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