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Shipping rates soared 120% over the past six weeks due in no small part to rising tensions in the Red Sea

00:01 - 24/01/24

Every week I send a letter to tens of thousands of investors covering the most important charts and themes in markets

Demand for near-term VIX exposure is on the rise as volatility appears attractively priced and markets seem quite complacent overall.

Over the last 24 years hospital services have surged by 243.7% in cost, college tuition and fees are up 184.7%, textbooks rose 154.1%, childcare and nursery school costs inflated by 132.8% and medical care services increased by 131.8%.

Oil Squeeze of 2023 Turns to Surplus in Warning for Market Bulls – Bloomberg