INTELRUNNER
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Intel & data mostly via charts in economics, markets, politics, war, business, trade, international relations, etc.

Generally πŸ‡ΊπŸ‡Έ but I do get around.

Nothing is financial advice...
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πŸ‡½πŸ‡°πŸ‡»πŸ‡³πŸ‡·πŸ‡ΈπŸ‡§πŸ‡¦πŸ‡²πŸ‡³ Countries with drastic improvements in the Life Evaluation Index over the last 10 years…

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

πŸ†™ CHART WATCH πŸ†™
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INTELRUNNER
πŸ‡ΊπŸ‡Έ ChatGPT is winning the awareness race. Meta & Google AI (and Microsoft’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 public……
πŸ‡ΊπŸ‡Έ 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.

πŸ“± CHART WATCH πŸ“±
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πŸ‡ΊπŸ‡Έ U.S. Stock Market Performance:
Top Gainers & Laggards Over Last 7 Months

πŸ“€ CHART WATCH πŸ“₯
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INTELRUNNER
πŸ‡ΊπŸ‡Έ Job openings fell 275,000 in June after having risen in each of the previous two months. Hiring fell 261,000, the largest monthly decline since June 2024. πŸ“‰ CHART WATCH πŸ“‰
πŸ‡ΊπŸ‡Έ This is what’s called the β€œJobs-Workers Gap.”

It is the difference between labor demand (the sum of job openings & civilian employment) and labor supply (civilian labor force).

Returning to a 0.0 reading is in accord with the decline in job openings and the increase in people struggling to find one…

πŸ‘¨β€πŸ’» CHART WATCH πŸ‘¨β€πŸ’»
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πŸ‡ΊπŸ‡Έ One-year shift in active housing inventory for sale between July 2024 and July 2025…

πŸ› CHART WATCH πŸ›
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πŸ‡¦πŸ‡Ί Australia’s key commodity exports, and the top destinations for their goods exports.

⬇️ CHART WATCH ⬇️
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πŸ‡ΊπŸ‡Έ The CNN Fear & Greed Index is barely back to neutral.

πŸ“Š CHART WATCH πŸ“Š
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πŸ‡ΊπŸ‡Έ Christopher Waller jumps out to a decisive lead in the question of who Trump will nominate as Fed chair.

His percent odds have leapt from the teens to the forties.

πŸ“ˆ CHART WATCH πŸ“ˆ
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πŸ‡ΊπŸ‡Έ Beef prices have continued their persistant ascent as the cattle cycle reaches another lower trough.

We need a lot more heads.

πŸ₯© CHART WATCH πŸ₯©
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INTELRUNNER
πŸ‡ΊπŸ‡Έ One-year shift in active housing inventory for sale between July 2024 and July 2025… πŸ› CHART WATCH πŸ›
πŸ‡ΊπŸ‡Έ Sellers increasingly outnumber buyers in the U.S. housing market…

πŸ› CHART WATCH πŸ›
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πŸ‡ΊπŸ‡Έ Top Platforms for Podcasts:

πŸ₯‰ πŸ“± Apple ($AAPL)
πŸ₯ˆ πŸ“± Spotify ($SPOT)
πŸ₯‡ πŸ“± YouTube ($GOOGL)

πŸ‘β€πŸ—¨ CHART WATCH πŸ‘β€πŸ—¨
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πŸ‡ΊπŸ‡Έ MP Materials ($MP) has been rapidly appreciating, being the most significant American rare earth play in the age of Chinese restrictions.

It’s up over 300% since May 28th.

πŸ•― CHART WATCH πŸ•―
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πŸ‡ΊπŸ‡Έ Atlanta Fed Wage Growth Tracker

πŸ“‰ CHART WATCH πŸ“‰
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πŸ‡ΊπŸ‡Έ The healthcare sector ETF ($XLV) is getting crushed by the S&P 500 this year. It’s underperformed by 26%.

πŸ“‰ CHART WATCH πŸ“‰
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πŸ‡ΊπŸ‡Έ U.S. defense & rare earth.

πŸŸ₯ CHART WATCH πŸŸ₯
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πŸ‡¨πŸ‡³ πŸ‡ΊπŸ‡Έ πŸ‡»πŸ‡³ Hmm…whatever could be happening here?

πŸ“ˆ CHART WATCH πŸ“ˆ
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πŸ‡ΊπŸ‡Έ Is the border closure what explains downward pressure in nonfarm payrolls?

Have they been running a shadow economy the entire time on top of the anemic above ground economy?

Does this explain the 2024 incongruence of the celebratory modeling of economists & government statisticians and the economic malaise suffered by the working class?

πŸ“‰ CHART WATCH πŸ“‰
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πŸ‡ΊπŸ‡Έ Big Tech has beat EPS expectations by 12%, with Nvidia ($NVDA) still to report.

πŸ“¦ CHART WATCH βœ…
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