Economy

Ugly Charts of US Auto Sales, 2024: Stellantis Spirals into Catastrophe, GM, Toyota, Ford, Honda Rise but far Below Peaks. Hyundai-Kia Sets Record. EV Sales +10% despite Tesla's Dip (wolfstreet.com)
2025-1-4 Tesla Honda Toyota Ford

MiB: Sunaina Sinha, Global Head of Private Capital with Raymond James (ritholtz.com)
2025-1-4

Fed Balance Sheet QT: -$43 Billion in December, -$2.11 Trillion from Peak, to $6.85 Trillion. Bank-Panic BTFP Nearly Gone (wolfstreet.com)
2025-1-3

Lithium's rocky patch: Key building block of EV revolution faces uncertain future under Trump (www.smh.com.au)
2025-1-3 Trump

Consequences of the AI Revolution (dailyreckoning.com)
2025-1-3 AI

What Should Tesla's Stock Be Worth? Automaker, Stagnating Vehicle Sales like GM & Ford, Getting Overtaken by Competitors, Losing Share in the Booming EV Market? (wolfstreet.com)
2025-1-3 Stock Tesla Ford

Global Stocks over the Long Term: the S&P 500, the Big Standout vs the Markets of Japan, China, Hong Kong, India, UK, France, Germany, Italy, Spain, and Canada (wolfstreet.com)
2025-1-3 China Germany France Stock Japan S&P Italy India Hong Kong Canada Spain

By George! Houses Are Unaffordable! (dailyreckoning.com)
2025-1-3

“Nobody Knows Anything,” Wall Street Strategist Edition (ritholtz.com)
2025-1-3 Wall Street

Chinese companies have sidestepped Trump's tariffs. They could do it again. (www.smh.com.au)
2025-1-2 Trump China

“Quantum-Proof” Your Bitcoin (dailyreckoning.com)
2025-1-2 Bitcoin Quantum

10 New Year's Day Reads (ritholtz.com)
2025-1-2

How has the 21st century gone so wrong? (www.smh.com.au)
2025-1-1

Tis the Day Before New Year's by Art Cashin (ritholtz.com)
2025-1-1

Buyers' Strike Continues: Pending Home Sales Remain Deep in the Frozen Zone though up a Tad from Rock Bottom (wolfstreet.com)
2025-1-1

Office CMBS Delinquency Rate Spikes to a Record 11%, Blowing by the Financial Crisis Peak (wolfstreet.com)
2025-1-1 Financial Crisis

The dirtiest word in economics is neither good nor bad (www.smh.com.au)
2024-12-31

Arthur Zeikel's Investing Rules (ritholtz.com)
2024-12-31

10 Monday AM Reads (ritholtz.com)
2024-12-31

What's happened to the cost of living is trickier than you think (www.smh.com.au)
2024-12-30

Gold, AI, and Geopolitics: Navigating a Turbulent Global Economy (activistpost.com)
2024-12-30 AI

10 Sunday Reads (ritholtz.com)
2024-12-29

The Real Inflation Number (dailyreckoning.com)
2024-12-29 Inflation

10 Weekend Reads (ritholtz.com)
2024-12-29

Christmas Miracle: Dave Portnoy Saves Struggling Veteran-Owned Pizza Shop In Baltimore (activistpost.com)
2024-12-29

10-Year Treasury Yield Rose 100 Basis Points since September as the Fed Cut 100 Basis Points. Why the Historic Divergence? (wolfstreet.com)
2024-12-28

MiB: Toto Wolff, Mercedes-AMG PETRONAS F1 Team (ritholtz.com)
2024-12-28

A List Of 24 Things That You Will Desperately Need In A Post-Apocalyptic World (activistpost.com)
2024-12-28

Yukon Cornelius & His Quest for Silver & Gold — It Wasn't What You Think! (activistpost.com)
2024-12-28 Silver

A Next-Level Gift — Gold! (activistpost.com)
2024-12-28

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