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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🇺🇸 Sector rotation over the past 5 weeks.

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United Health ($UNH) is having a no-good, very bad month.

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