Monthly Archives: March 2024

NVIDIA’s Stunning 400% Growth In Data Center Revenue

NVIDIA recently reported a monumental performance for the fourth quarter and the fiscal year 2024, marking significant strides in revenue growth across various sectors. The fourth quarter saw revenues soar to $22.1 billion, a staggering 265% increase from the previous … Continue reading

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Where The Wild Prices Are…Inflation Update

The Consumer Price Index for All Urban Consumers (CPI-U) edged upward by 0.4 percent, a notch above January’s rise, based on the CPI survey conducted by the U.S. Bureau of Labor Statistics. This measure, a barometer of the urban dweller’s … Continue reading

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What’s Up With The Gold Price?

Gold is breaking out to new all-time highs. The market’s conventional wisdom is that it is mainly driven by the expectation the Fed will cut rates in June.   The dollar index (dominated by the euro) is still up over 1 … Continue reading

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Global Risk Monitor: Week In Review – March 8

We have added the Mag 7 to our equity table.  Some have not performed so magnificently year-to-date.  Watch this space.  And what’s up with gold breaking out to new highs?   Watch that space. 

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Peak Millenials: The New Pig In The Python?

Demographers describe the baby-boom generation as ”the pig in the python,” which refers to a visual and descriptive metaphor for how a large age cohort (the “pig”) moves through the demographic structure (the “python”) over time. It illustrates the bulge … Continue reading

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COTD: Nattie Out of Gas?

COTD = Chart of the Day Oh, Nattie, you beast!  You are the “widow maker.“.  You have hurt us so many times.  Natural Gas US natural gas futures capped a fourth monthly loss in February after prices plummeted to lows … Continue reading

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Global Risk Monitor: Week In Review – March 1

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If the Economy’s So Great, Why the Tech Layoffs?

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