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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๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡จ๐Ÿ‡ณ Aggregate U.S. tariff collections are way up, and China is paying the largest sum of any single country.

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Index of Consumer Sentiment Chart Watch
๐Ÿ‡บ๐Ÿ‡ธ Consumer Sentiment (UMich) by Political Affiliation (2012-2025)

As anyone who knows the years of American elections can see, itโ€™s a bit of a partisan indicator. I prefer to go straight to the independents, who are a more useful indicator of actual popular sentiment than the two camps.

๐Ÿ”– CHART WATCH ๐Ÿ›’
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๐Ÿ‡บ๐Ÿ‡ธ Lululemon ($LULU) is having a bad timeโ€ฆ

Itโ€™s trading at its lowest forward P/E & EV/EBIT in decade, and its drawdown has reached 61.58%.

๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The top 0.1% of U.S. households is doing quite well. Follow Chart Watch
๐Ÿ‡บ๐Ÿ‡ธ American household debt has reached 18.39 trillion dollars. Broken down by category:

โ€ข Mortgages 12.94T
โ€ข Auto Loans 1.66T
โ€ข Student Loans 1.64T
โ€ข Credit Cards 1.21T
โ€ข HELOC 0.41T
โ€ข Other 0.54T

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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๐Ÿ‡ง๐Ÿ‡ฉ ๐Ÿ‡ต๐Ÿ‡ฐ ๐Ÿ‡ฎ๐Ÿ‡ณ The 10 most air polluted countriesโ€ฆ

โ€ข breathing Delhi air = smoking 10-15 cigarettes a day

โ€ข air pollution causes 7 MILLION deaths annually

โ€ข 68% of those are from heart disease & stroke


๐Ÿ’ญ CHART WATCH ๐Ÿ’ญ
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๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡ฏ๐Ÿ‡ต๐Ÿ‡จ๐Ÿ‡ณ The U.S. Goods Trade Deficit with 3 Major World Economies

The U.S. goods trade deficit with China narrowed to a seasonally adjusted $9.38 billion in June, the smallest on record, after falling to $13.97 billion in May. Exports surged 45.4% (-16.6% y/y) following a 19.9% May slump, while imports fell 6.9% (-45.6% y/y) on top of a 26.3% May plunge.

The goods trade deficit with the European Union narrowed markedly to $9.52 billion in June, the smallest since June 2013, after widening to $22.54 billion in May, with exports up 6.8% (16.6% y/y) and imports down 19.2% (-8.2% y/y).

The trade shortfall with Japan narrowed marginally to $5.72 billion in June, the smallest since March, from $5.77 billion in the previous month, reflecting declines of 3.4% (-7.5% y/y) in exports and 2.3% (-0.4% y/y) in imports.


๐Ÿ“ˆ CHART WATCH ๐Ÿ“‰
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Unemployment Rate in Tennessee & California ๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
๐Ÿ‡บ๐Ÿ‡ธ Regional disparities in unemployment & wage growth, displayed via a selection of varying metro areas.

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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๐Ÿ‡บ๐Ÿ‡ธ A second day of the U.S. treasury yield curve flattening.

๐Ÿ”ฃ CHART WATCH ๐Ÿ”ฃ
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๐Ÿ‡บ๐Ÿ‡ธ Insider buying has been drying up.

Itโ€™s the most buys trailed sales in a yearโ€ฆ

๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
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๐Ÿ‡บ๐Ÿ‡ธ The Atlanta Fedโ€™s GDPNow now projects 2.5% GDP.

๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Medicareโ€™s Hospital Insurance Fund will be depleted by 2033. ๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
๐Ÿ‡บ๐Ÿ‡ธ This consternation over Medicaid is overblown.

Theyโ€™re trying to return to the pre-Biden trend line of Medicaid, not now, but by the early 2030s. Those are the โ€œcuts.โ€

๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Gold miners ($GDX) are back beneath the bold horizontal resistance in pre-market, but after a sideways slide back to dynamic support, theyโ€™re flirting with a breakout againโ€ฆ โ› CHART WATCH โ›
๐Ÿ‡บ๐Ÿ‡ธ Flirtation over. Gold miners ($GDX) initiated the breakout I was anticipating in the post this morningโ€ฆ

โ› CHART WATCH โ›
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๐Ÿ‡บ๐Ÿ‡ธ Student loan delinquencies have gone through the roof.

๐ŸŸ  CHART WATCH ๐ŸŸ 
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๐Ÿ‡บ๐Ÿ‡ธ Student loan delinquencies have gone through the roof. ๐ŸŸ  CHART WATCH ๐ŸŸ 
๐Ÿ‡บ๐Ÿ‡ธ Transition into Serious Delinquency (90+) for Student Loans by Age

๐Ÿ’ฏ CHART WATCH ๐Ÿ’ฏ
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The Artificial Analysis Intelligence Indexโ€ฆ Grok 4 is currently in the lead. ๐Ÿ“ฑ CHART WATCH ๐Ÿ“ฑ
๐Ÿ‡บ๐Ÿ‡ธ ChatGPT is winning the awareness race.

Meta & Google AI (and Microsoftโ€™s Copilot, for that matter) are shoved in millions of faces every day, so that makes some sense.

That those are #2-4 suggests no more than casual interest from the broader publicโ€ฆ

๐Ÿ“ฑ CHART WATCH ๐Ÿ“ฑ
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INTELRUNNER
๐Ÿ‡ช๐Ÿ‡บ Euro Area Inflation Rates ๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
๐ŸŒ Global Core Inflation, year over yearโ€ฆ

This is, of course, as reported by said governments with all attendant conflicts of interest.

โ†—๏ธ CHART WATCH โ†—๏ธ
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๐Ÿ‡ฆ๐Ÿ‡บ Australian demand for internal combustion engine vehicles is declining, but itโ€™s not showing up in electric vehicle demand.

More & more Australians prefer hybrid vehicles. This is a wise choice given the economics of hybrids. The shift is still small but growing.

And here I was convinced theyโ€™ve riding kangaroos around this whole timeโ€ฆ

๐Ÿฆ˜ CHART WATCH ๐Ÿฆ˜
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๐Ÿ‡ฝ๐Ÿ‡ฐ๐Ÿ‡ป๐Ÿ‡ณ๐Ÿ‡ท๐Ÿ‡ธ๐Ÿ‡ง๐Ÿ‡ฆ๐Ÿ‡ฒ๐Ÿ‡ณ Countries with drastic improvements in the Life Evaluation Index over the last 10 yearsโ€ฆ

The Balkans are very well represented, with Kosovo, Serbia, and Bosnia & Herzegovina all showing up in the top 4 gainers.

๐Ÿ†™ CHART WATCH ๐Ÿ†™
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ ChatGPT is winning the awareness race. Meta & Google AI (and Microsoftโ€™s Copilot, for that matter) are shoved in millions of faces every day, so that makes some sense. That those are #2-4 suggests no more than casual interest from the broader publicโ€ฆโ€ฆ
๐Ÿ‡บ๐Ÿ‡ธ Organic traffic to news sites has been falling since this time last year, when it peaked just shy of 2.5 billion.

The share of searches resulting in zero clicks (perhaps due to AI, perhaps due to the abomination that is modern search results) has gone up about 8% this year, reaching about 2/3rds.

๐Ÿ“ฑ CHART WATCH ๐Ÿ“ฑ
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