Late-cycle Worries
Late-cycle Worries Consumers are currently more optimistic today than about the future. That’s worrying because consumer spending contributes 70% of total U.S. production. Image: Deutsche Bank
U.S. Debt Ratios to GDP (Household, Corporate, Government)
U.S. Debt Ratios to GDP (Household, Corporate, Government) U.S. households remain far less in debt than during the Great Recession, but U.S. corporate debt continues to rise rapidly and has exceeded record levels . Image: Pictet…
Follow Buffett’s Investment Principles: Great Investor Tom Russo Continues To
Follow Buffett’s Investment Principles: Great Investor Tom Russo Continues To Investing guru, Thomas Russo explains why he is a long-time holder of Berkshire Hathaway.
Margin Debt and S&P 500
Margin Debt and S&P 500 This chart shows that margin debt has not recovered from last December’s lows, while the stock market has risen sharply.Usually, it is mostly bullish for stocks, because investors are still fearful. Image:…
U.S. Employment by Sector since 1850
U.S. Employment by Sector since 1850 Over time, the U.S. employment became less dependent on agriculture and much more diversified. Image: Deutsche Bank
Market Share of Algorithmic Trading by Asset Class
Market Share of Algorithmic Trading by Asset Class Algorithmic trading has grown across asset classes, particularly in equities. Image: Goldman Sachs Global Investment Research
U.S. Business Expansions Length by Month since 1854
U.S. Business Expansions Length by Month since 1854 Since 1854, the U.S. was in recession 35% of the time. U.S. recessions are becoming rarer over time and partly explain the increasing survival of zombie firms.…
Gold Bullion and Market Capitalization of Global Negative Yielding Debt
Gold Bullion and Market Capitalization of Global Negative Yielding Debt This chart shows a strong correlation between gold and market capitalization of global negative yielding debt. Keep in mind that negative global yields are a…
Economic Expansions Don’t Die of Old Age
Economic Expansions Don’t Die of Old Age Today, the current economic cycle is the longest expansion. Image: Oxford Economics
MSCI Emerging Markets Index vs. World Semiconductor Sales
MSCI Emerging Markets Index vs. World Semiconductor Sales This great chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. Very interesting chart before investing in emerging market equities. Country weights…
S&P 500 All-Time Highs
S&P 500 All-Time Highs Great chart showing the 1,140 all-time highs of the S&P 500 since the Second World War. Image: Ryan Detrick, LPL Financial LLC