U.S. Total Receipts (Taxes) to GDP

U.S. Total Receipts (Taxes) to GDP This chart shows the percentage share of GDP that is collected by the U.S. federal government through taxes. Image: Bianco Research

S&P 500 and Hedge Fund Exposure

S&P 500 and Hedge Fund Exposure While the S&P 500 is at all-time high, hedge funds increase their exposure to equities (last = 0.52). Image: Sentimentrader

Citi Global Economic Surprise Index and Baltic Dry Index

Citi Global Economic Surprise Index and Baltic Dry Index The divergence between the Baltic Dry Index and the Citi Global Economic Surprise Index could suggest that “global economy is likely to bottom soon.” Image: Nomura

U.S. Total Federal Debt to GDP

U.S. Total Federal Debt to GDP Another interesting chart showing the U.S. total federal debt to GDP since 1791. The current federal debt to GDP is near an all-time high. Image: Bianco Research

The U.S. Federal Deficit

The U.S. Federal Deficit This chart shows how the U.S. federal deficit is skyrocketing. This is not a cause for panic… yet. Picture Source: Bianco Research

Detecting and Measuring Asset Bubbles

Detecting and Measuring Asset Bubbles Detecting and measuring asset bubbles is not always an easy task. This chart puts into perspective the current U.S. households financial assets to GDP and the U.S. federal debt as percentage…

Investor Allocation by Region in the U.S.

Investor Allocation by Region in the U.S. This chart is a good example of investment bias and shows the likelihood of owning stocks in an industry vs. national average. Picture Source: J.P. Morgan Asset Management