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The $28 Trillion Imbalance Nobody Is Talking About
This chart shows one of the biggest shifts in the global financial system, and it is hiding in plain sight. What you are looking at is the gap between foreign-held U.S. assets and U.S.-held foreign assets. In simple terms, the…
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Commodity ETFs Have Been Abandoned for 15 Years
This chart is showing one very simple but very important thing: how much of the entire ETF universe is allocated to commodity ETFs, excluding precious metals. In plain English, it tells you how much investor attention and capital is flowing…
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Truck Sales Sent Warning that Wall Street Ignoring
This chart is doing something very important. It strips away the illusion created by different units and puts both series on the same starting line. Once you do that, the message becomes hard to ignore. Truck sales, which act as…
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