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Commodities vs equity valuations from 1970-2023

00:01 - 05/05/23

 

 

 

US Treasury yields since 1990...

 

 

 

Retail is selling twice what they bought during the pandemic over the last 15 months, according to Goldman Sachs

 

 

 

Smaller banks have greater commercial real estate exposure

 

 

 

Lumber futures are at their lowest levels since June 2020, down 80% from the peak in May 2021

 

 

 

 

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