Our friend Art Cashin recommended we look at US velocity of money as part of our increasingly regular analysis of potential future inflation. He relayed a story to us that earlier…
Category: Blog
Stimulus Checks: Where Do They Really Go?
Three “Data” items today, all about US consumer/investor behavior and incremental household liquidity: #1: The NY Fed was out today with their take on how Americans are spending/saving their stimulus…
US Reopening: Slow and (Hopefully) Steady
Today we’ll do our usual weekly “global traffic congestion as economic indicator” analysis based on crowdsourced TomTom GPS data, but first we want to put some capital markets context around…
Double-Digit Returns for the S&P 500 Again in 2021?
With vaccines rolling out, an incoming infrastructure bill and rising rates in the US, what kind of capital markets volatility and returns can US large cap equity investors expect during…
Investing in Space
We continue to grow more excited about innovative disruption around “Space”, as it is the next frontier to leverage Moore’s Law, a key driver behind Tech stock valuations and billions…
Summer 2021: Will Travel Demand Return?
How strongly can hard-hit industries from the pandemic bounce back? Today we have an update on demand for airlines, hotels and car rental companies using real-time data: #1) Airlines: We gauge incremental…