美元购买力

It doesn't get more textbook than this: Every step of our March 3rd "Conflict Playbook" has been outlined on this oil price chart. It began with Steps #1 and #2 when Trump sent an "armada" to Iran and ramped up threats

Is this the most important chart in the market? The US accounts for 29% of the world’s consumption while producing 15% of global goods. Meanwhile, China's share of global consumption is 12% while the country accounts f

WOW. This is a chart of Target's stock price, $TGT, this morning, one of America's largest retailers. Even after reducing prices on thousands of items, the company just posted its LARGEST earnings miss in 2 years. Did

The most mind-blowing chart you'll see today: Nvidia, $NVDA, now has a market cap that equals 11.7% of the total US GDP. To put this into perspective, even at the peak of the Dot-com bubble, Cisco's market cap equaled

Absolutely incredible. Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th. These stocks have added +16 percentage points to the index’s +23% gain over this period. Nvidia, $NVDA, has contributed the

History unfolding, in one chart: The US Dollar to Gold ratio is falling off of a cliff.

NEW 🧵: Is human intelligence starting to decline? Recent results from major international tests show that the average person’s capacity to process information, use reasoning and solve novel problems has been falling si

Every three years the OECD, a club of mostly rich countries, releases the results of international school tests sat by 15-year-olds all across the world. Anyone who cares about the young of today should be alarmed at thi

AI is getting cheaper more quickly than any other transformative tech in history. At a given level of performance, cost has fallen ~47%/quarter since 2023. That’s 4× faster than DNA sequencing, 6× faster than compute, 1

Two extraordinary charts from today’s PISA test results: 1) School test scores continue to collapse internationally, underscoring how this is no longer a Covid effect but sustained decline. Those falls in reading and m

NEW: Progressives have a birth rate problem For all the talk of a general fall in births, the drop is overwhelmingly driven by people on the left having fewer kids. By ceding the topic of family and children to the rig

NEW: updated long-run gap in voting between young men and women in Germany: The gender gap continues to widen, but contrary to what is often assumed, young men continue to vote roughly in line with the overall populatio