I love the detail Maverick! As for emerging markets, with the expectation that oil production will be at a surplus by 2030 (I think IEA or an organization like that made the prediction), cheap energy will be what makes emerging market equities more attractive than US equities.
Also, the surge in electricity output in China compared to America, I agree with your point on how the real economy of China is much larger than the US. And the continued rise in electricity output in China reminded me of how dirt cheap Chinese equities are.
Simple: I do not pay for advertising, marketing, not hyping, not doing 2h podcasts/spaces which can be done via 5 evidence based data charts with key insights!
Cheers Ethan!
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I love the detail Maverick! As for emerging markets, with the expectation that oil production will be at a surplus by 2030 (I think IEA or an organization like that made the prediction), cheap energy will be what makes emerging market equities more attractive than US equities.
Also, the surge in electricity output in China compared to America, I agree with your point on how the real economy of China is much larger than the US. And the continued rise in electricity output in China reminded me of how dirt cheap Chinese equities are.
Glad to hear DtM!
Chinese equities really do look cheap ... if only the governance cloud would go away, inflows would follow.
Cheers!
A truly broad overview with enough granularity to interest readers all over the world. Thank you!
Glad to hear Gary, that's it! Welcome!
P.S. helps if you spread the newsletter around.
Thank you!
Great charts and insights pack!
Great! Thx Mav!
Thank you!
welcome!
what an excellent work , world and economies in a picture !!!!! congrats
Glad to hear, that's it!
P.S. helps if you spread the newsletter around.
Thank you!
Fantastic work! What took me so long to find your substack!?
Glad to hear Ethan.
Simple: I do not pay for advertising, marketing, not hyping, not doing 2h podcasts/spaces which can be done via 5 evidence based data charts with key insights!
Cheers Ethan!
P.S. helps if you spread the newsletter around. Thank you!
Congrats!! One more state to go for all 50
Thank you! Ha yeah, one more there :), Wyoming missing. Cheers!
Great report, jam packed with charts. Awesome work, and thanks for sharing!
Glad to hear SF, welcome!
P.S. helps if you spread the newsletter around.
Thank you!
I have once or twice but I’ll remember to do it more, keep up the great work!!
The best in the business!
very good, thx!