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Commodity Prices relative to Equities are near 50-year lows |
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00:01 -
08/04/24 |
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Silver remains quite cheap compared to gold, and the price
of silver is well away from its prior all-time highs. |
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The Magnificent Seven stocks grew their earnings by 37% over
the last year while the remaining 493 companies in the S&P
500 saw a 2% decline. By the 4th quarter of this year, this
trend is expected to reverse w/ an 18% YoY increase for the
493 vs. a 15% increase for the Mag 7. |
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Robin Brooks:
The rise in China's exports to Russia (black) is so big that
it has single-handedly more than offset the fall in direct
EU exports to Russia (blue). That's why it's so important
for the EU to get a handle on all the exports going to
Russia via Central Asia and the Caucasus... |
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IMF:
Fossil
fuel subsidies surged to a record $7 trillion in 2022. With
global temperatures rising to unprecedented levels,
subsidies should be scaled back to help slow climate change |
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