Author Archives: macromon

#CKStrong See our post, Straight Flush: The Taiwan Straight Beats The Straight Of Hormuz, for some context.  ..the reliance on TSMC [Tawain Semiconductor] is the core concern: an invasion of the island by China would leave the world’s most advanced … Continue reading →

#CKStrong The 1970s Inflation Is Back – But Not Officially In 1983, the Bureau of Labor Statistics (BLS) made a change to an integral component of inflation indexes. The adoption of owners’ equivalent rent (OER) to estimate shelter costs meant … Continue reading →

#CKStrong As a child, I had many encounters with Russian soldiers when they occupied Hungary in 1945. I learned that they would share their last piece of bread with you if you appealed to them. Later, at the beginning of … Continue reading →

#CKStrong Source: Financial Times

#CKStrong This chart illustrates how many gallons of gas – the national average of all grades and formulations – the average hourly earnings of production and nonsupervisory employees can purchase. We believe it’s imperative to give context to and normalize … Continue reading →

#CKStrong QOTD:  Quote of the Day So, to the people who were in power today who are making those national security calls, I don’t care if you’re a Republican or a Democrat or an Independent or anything else, we should … Continue reading →

#CKStrong We dedicate this one to CK, who sparked our interest. The following chart illustrates the”real” oil price — the average monthly cash price of West Texas Intermediate Crude deflated by the Consumer Price Index. Indexed so that January 2000 … Continue reading →

#CKStrong QOTD:  Quote of the Day Today, the average gas price in America hit an all-time record high of over four dollars per gallon. OKAY, that stings, but a clean conscience [burden sharing with Ukraine] is worth a buck or … Continue reading →

#CKStrong First, semiconductors, and now metal prices. Electrification Of The Transporation Sector By the way, battery metals – cobalt, lithium and nickel – play a big role in EV production. Have you seen the price of nickel in the past … Continue reading →