🇺🇸 Top performers & underperformers in the first four months of the U.S. stock market.

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Auto loan delinquencies & losses.

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🇺🇸🇩🇪🇯🇵🇨🇳 Changes since 2000 in American, German, Japanese, and Chinese shares in global manufacturing exports…

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The Federal Funds target rate and the Fed’s projections for future cuts.

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United States net interest expense as a percent of total tax revenue.

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U.S. M2 Money Supply YoY Growth…

Peak since July 2022.

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The growth in India’s military budget has significantly outpaced Pakistan’s since their last conflicts.

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Incredible opportunity if so.

Deflation does seem to be on the way.

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Agriculture is running again.

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More and more negative electricity prices for Europe.

Their media acts like it’s a good thing. It’s not a good thing.

Gotta have that synchrophasor inertia! What are you even doing with no synchrophasor inertia?

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Still a considerable premium on U.S. equities. This can be justified by historical data, but it may not be sustainable in the new world.

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He’s done it again.

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No correlation between educational spend and test scores.

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🇺🇸 Today the Consumer Price Index hit a local low.

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Tracking prices on products in the U.S. market by country of origin. Dashed lines are introductions of tariff policies.

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🇦🇷 Argentina’s inflation miracle.

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The Probability of a Fed Rate Cut Over the Next Three FOMC Meetings

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Market breadth has improved significantly in the S&P 500.

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