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๐บ๐ธ Aggregate institutional net flows in U.S. equities (long only, hedge funds, SPX).
๐ฏ CHART WATCH ๐ฏ
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The Nasdaq 100 has landed at the same place, adjusted for inflation, that it was in at the top of the Dotcom Bubble a quarter century ago.
The adjustment is via M2, not the CPLie. The former is also an imperfect and inconsistently recorded time series, but itโs a little less manipulatedโฆ
๐ CHART WATCH ๐
The adjustment is via M2, not the CPLie. The former is also an imperfect and inconsistently recorded time series, but itโs a little less manipulatedโฆ
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๐บ๐ธ 2025 deficit vs 2024 deficit with time period comparisons between the two.
๐ธ CHART WATCH ๐ธ
๐ธ CHART WATCH ๐ธ
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๐บ๐ธ Projected yields if the traitors get their way; everything depends on putting a stop to these ceaseless orgies of fiscal irresponsibility enabled by central banking.
๐ต CHART WATCH ๐ต
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๐บ๐ธ A breakdown of the fiscal impact of Trumpโs big, beautiful billโฆ
โ๏ธ CHART WATCH โ๏ธ
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๐ฏ๐ต๐ฌ๐ง๐ง๐ช๐บ๐ธ Welcome to the Great Global Bear Market in Bondsโฆ
๐ผ CHART WATCH ๐ผ
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๐ฏ๐ต Japanโs biggest insurers are suffering from enormous unrealized losses, as JGBs (Japanese 30Y bonds) reach a 40% drawdown from pre-COVID highsโฆ
๐ธ CHART WATCH ๐ธ
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The world is in a sea of debt, and thereโs really only two lifeboats, it seems: collateral revaluation or debt jubilee.
๐ CHART WATCH ๐
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๐ช๐บ Youth unemployment in the European Union.
But are the bankers okay? Has anyone checked on them? As we know, they come before everyone elseโฆ
๐ธ CHART WATCH ๐ธ
But are the bankers okay? Has anyone checked on them? As we know, they come before everyone elseโฆ
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๐บ๐ธ๐ช๐บ๐จ๐ณ The death of the U.S. Dollar has been greatly exaggerated.
It seems the growth in Chinese RMB has mostly come at the expense of the Euro.
๐ต CHART WATCH ๐ต
It seems the growth in Chinese RMB has mostly come at the expense of the Euro.
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๐บ๐ธ Institutions selling as retail buys. Liquidity relief right nowโhow long will it last?
๐ CHART WATCH ๐
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