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China’s Power Boom Is Bigger Than Most Investors Realize
This chart is a simple picture of a very big global shift. It shows electricity generation in China versus the United States over time, measured in terawatt-hours. The US line is mostly flat. China’s line, meanwhile, climbs like a rocket.…
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The Smartest Money in the World Is Buying Gold Aggressively
This chart shows one of the most important quiet shifts in the global macro story. Central banks have been buying gold at a pace that stands far above the old normal, and that matters more than most people realize. For…
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From 39 Trillion to 64 Trillion The Macro Story Is Clear
This chart shows the long arc of US public debt outstanding, stretching from the early 1900s all the way to a projected 2036 level of 64 trillion dollars. The shape is the whole story. For decades, debt growth looks almost…
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