Mile Posts - Archives
Markets & Economics
Migration: Winners and Losers
Not really surprising, is it?
#migration; #In-N-Out; #Florida; #CA; #NY; #TX; #IL; #NC
EV’s: What are they made of?
Better question: Where does it come from? … MINING…
#NIMBY, #NOTUSA; #Disconnect; #Mining; #China; #powergrid #California; #Texas
Global Defense Spending
This doesn’t count foreign aid… think Ukraine…
#NATO; #USACOP; #defen$e;
Renting the American Dream
Owning vs Renting: A 22 Year Perspective
#Rent; #own; #mauldineconomics; #JBREC; #GoChiefs; #jobs
Some Consumer behavior humor Today
In the Market for an EV? How about… Bring back Energy Independence and Jobs!
#EV; #Humor; #LongTrip?; #Mining; #NIMBY;
The Next Bubble?
The Federal Reserve has a perfect track record!
#MMA; #MoneyMarket; #FederalReserve; #Madness; #bubble;
The Fed brought this on with their rate hikes
The horse is outa the barn…
#Fed; #green; #ratehikes; #banks;
Big Mac Index
Arbitrage Opportunity?
#BigMac; #GoChiefs; #currency; #inflation; #SwissFranc
Question: Energy by source?
Answer: A matter of perspective.
#electricity; #energy; #coal; #renewables; #perspective; #Chiefs;
Consumer Spending Running Hot
1984 Is a long time ago
#PCE; #Inflation; #IDidThat; #TwoThirds; #covid; #FreeMoney; #disinflation; #Chiefs
Value in Fast Food
“Dynamic and Fun” … Really? A high priced burger joint?
#fastfood; #value; #inflation; #Chiefs;
The Migration of America
Escape… But…The “Don’t…” memes are hilarious.
#migration; #escape; #NAR; #Chiefs; #DontCAmyTX;#DontCAmyFL
A lot of talk about “commodities” lately
How have “commodities” performed the last 30 days?
#@LizAnnSonders; @Mauldin; #Commodity; #GoChiefs; #KCShakes
Podcast: Pause or Peak?
Do you listen? How many each week?
#podcast; #Peak: #Pause: #GoChiefs;
Consumer Electronics Show
Number of Patents Granted
#CES; #patent; #GoChiefs; #trends;
2022: Nowhere to Run and Nowhere to hide…almost
A song and a scatter chart in one clic!
#60/40; #1872; #efficientfrontier; #MPT; #Howbadwasit; #gold
IPO Market collapse in 2022
Remember those $600 checks Uncle Sam was handing out?
#IPO; #Billions; #free$; #GoChiefs; #boom; #bust;
Global oil production by country
2020 compared to 2022
#askingforafriend; #oil; #greenscam; IDidThat; #wind; #solar; #cold;
Size and Speed
Not a great combo when talking monetary policy
#241%; #Fed; #GoChiefs; #zoom;
!!!But the price has come down!!!
10 Year Gasoline Price Perspective
#200+%;#gasoline; #perspective; #Mauldin; #IDidThat!; #GasBuddy; #Chiefs; #competition
!!!But the price has come down!!!
10 Year Gasoline Price Perspective
#200+%;#gasoline; #perspective; #Mauldin; #IDidThat!; #GasBuddy; #Chiefs; #competition
Home Builder Cancellations Rate Skyrocket
Major Cold feet around the country RE home building
#ColdFeet; #Cancel; #home; #builders; #NotGood; #Advent; #NAHB
Thanksgiving 2022
Legacy Wealth Management P.O. Box 60 | Pleasant Hill, MO 64080P: 816-454-0447 | F: 816-454-1482 | Email Us Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through...
Collections down but credit balances up
$16.1 Trillion and Plastic interest rates are what these days?
#consumerdebt; #trillion; #default; #Inflation
Tech Sector Job Posting
A series of TV ads from the Indeed job-posting site feature the memorable tag line “Indeed you do!” When applied to jobs in the Tech sector, that line might be “Indeed, you don’t!” Published data by Indeed’s “Hiring Lab” shows just how much job openings in the tech...
MO 380 & Businesses
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Odds & Ends
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