Tyler McClellan

Yes there is

& then compare it to 2016….

So everyone’s ok with the hawkishness over here?

:)

Difference is we can’t explain what these companies do

Also Tesla has risen enough to be in now

The bubble is in the real economy

Why describing Germany as “the sick man of Europe” is wrong — in two charts: employment (rate) has never been higher, it is one of the highest in Europe and has increased more quickly than most over the past 15 years.

www.ft.com/content/9ae3...

#ttf

Most benign weather set up I’ve seen in some time

Much above avg temps in US Europe & N Asia over the next few weeks

How big are the Chinese banks now? A 1 trillion RMB capital infection -- the largest since the post 1998 recaps -- is only 0.5% of assets

What's bizarre about the banks is that they insist on paying 30% of Net Income as dividends to minority shareholders despite being capital constrained

That’s incredibly impressive per capita growth…

Chinese yield curve is a sight to behold when you realize all their biggest companies are banks

Chart of the NFIB's small business optimism series for the past 20 years

You're not going to believe this but small businesses think everything is rosy now when they didn't last month.

How is it weird, look at these machines in our hands

Chinese yield curve is a sight to behold when you realize all their biggest companies are banks

#ttf

The YoY comparisons in LNG send out are going to go positive v soon & then stay that way for months…

Strange…

Is ETS2 just entirely an add-on to existing carbon taxes in those areas of the economy?

Or is there supposed to be some true-up whereby direct double taxation is eliminated?

There’s something odd in the change in monetary policy stance coming so late when by conventional measures the monetary policy stance has already been loosened dramatically

Puzzling

#ttf

I believe in the new LNG era, the entire northern hemisphere is an integrated system

Since I do not believe it’s possible to have a cold winter across the whole hemisphere any longer; I do not believe we can ever run low on storage

Doesn’t mean we can’t have temporary price spikes though

Affordability measured how

How?

You can’t run a retirement fund (the U.S. government) on 17% of GDP in revenue

Quarterly Census of Employment and Wages

With,

data.bls.gov/cew/apps/tab...

Compare

www.bea.gov/sites/defaul...

The “Great Depression” in parts of Europe post GFC is the single most deceptive narrative I’ve come across (in reading or living) & yet it’s right there in the data

Strangely underexplored

What other uses?

Late night mise en place ( a la americane)

Headline.

It’s like thanksgiving, but in France

Wah wah

Wage and salary was revised down substantially as I expected

#numbersday

Let’s make sure to look at he revisions to nominal income today

#numbersday