Category Archives: Uncategorized

The so-called lithium triangle Argentina, Chile, and Bolivia account for more than half of global lithium resources, and both Brazil and Argentina have auto-making experience. That could be the basis of a regional electro-mobility platform, she said.  – Bloomberg There’s … Continue reading →

Geez, some of these firms got bailed out during the financial crisis, then turned around and bought up massive amounts of homes in bankruptcy, and now squeezing tenants for higher rents. No justice, no peace. Don’t look at the average … Continue reading →

QOTD – Quote of the Day h/t:  Dr. W., the best!

Weekly Summary Global markets correlated as theory would predict:  interest rates higher, the dollar stronger, and stocks and commodities lower. Ten-year yields were up across the globe as the U.S. Treasury note yield approaches 4 percent on sticky inflation data. … Continue reading →

Good piece in the Washington Post today on the “cost of thriving index  (COTI),” which provides some granular insight into how America’s middle class is faring.   …(COTI), which starts from a simple premise: Americans must prioritize five sets of goods … Continue reading →

In our opinion, the economy’s unexpected mojo and sticky inflation can be explained in two simple macro charts.  M2 as a percent of GDP remains freakishly high, though we don’t put much stock in the old monetary aggregates, and Household … Continue reading →