Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
The most important charts and themes in markets, including... 00:00 Intro 00:11 Topics 00:57 All News Is Good News 05:59 Another Strong Earnings Season 08:15 Home Depot: Stock Surges on Earnings Decline? 09:28 Higher Home Prices, Lower Affordability 14:18 Higher Incomes Driving Continued Expansion 15:49 Bond Bear Market Continues 18:26 Fed Cuts Pushed Back to June 22:59 More Affordable Rents
The most important charts and themes in markets, including... 00:00 Intro 00:18 Topics 01:10 Here Comes the FOMO 09:20 March 2009 Low: 15-Year Anniversary 11:53 Digital and Physical Gold Rush 17:19 Spending Like Drunken Sailors 22:51 Rising Household Debt Burden 27:29 38 Consecutive Months of Jobs Growth 33:18 Labor Market Loosening 24:42 Rising Wages, Falling Inflation
The most important charts and themes in markets, including... 00:00 Intro 00:16 Topics 01:24 Active Managers Go All-In 06:27 Pricing in a Perfect Future 13:34 Stubborn Inflation = No Fed Cut 27:20 The End of Negative Interest Rates 30:13 What is Debt and What is Growth? 33:55 Bitcoin ETF Boom 38:15 Why You Need to Invest 40:25 The Path to Prosperity
The most important charts and themes in markets, including... 00:00 Intro 00:10 Topics 00:50 The Fed's 2% Inflation Farce 09:59 Japan Ends Negative Rate Era 13:42 One of the Best Starts to a Year 20:12 The Reddit IPO 22:58 Bitcoin Pullback 25:00 Apple Monopoly? 26:53 Most Unaffordable Housing Market in History 29:09 Increase in New Listings
The most important charts and themes in markets, including... 00:00 Intro 01:14 Topics 01:52 Biggest Q1 Surprises 02:13 One of the Best Starts to a Year 07:51 Enormous Eight Divergence 12:57 Higher Growth, Higher Inflation, But Still 3 Cuts (Fed) 23:33 Biggest Surprise From Here? 26:13 Smooth Sailing 31:49 Signs of Froth? 43:32 Cuckoo for Cocoa 47:48 The Housing Affordability Gap 57:40 The Power of Dollar-Cost Averaging
The most important charts and themes in markets, including... 00:00 Intro 00:18 Topics 00:57 Inflation Heating Up 08:43 The Most Absurd # in CPI 10:53 See You in September (Fed Cut Pushed Back) 17:28 The Higher For Longer Impact 20:59 The Start of a Correction? 27:24 Correlation ≠ Returns 30:53 Reversion to the Meme 32:54 Fast Food Isn't Cheap Anymore 37:13 Rising Donations
I really enjoy these weekly posts. Thank you for continuing to post them. I'm going to start paying closer attention to "7) Reversion to the Meme" on the expectation of new entries.
From the blog:Transportation costs remain stubbornly high (+10.7% over last year), with skyrocketing auto insurance rates being a major contributing factor. The 22% increase over the last year is the biggest 1-year spike since 1976.
Insurance inflation is crazy. I need to pay attention more. Thanks.
@BaluBalu- Be sure to keep us informed of your findings- maybe a new thread devoted to the insurance situation?
good idea. May be @Observant1 / thread moderator can move our recent posts from this thread to the new thread so this thread stays clean so it is easier for others to access old Week in Charts posts.
@Observant1 Thank you for this thread (Charlie Bilello. And, I don't mind a little bit of subject drift. But, an insurance thread (by whomever) might prove valuable to share experiences and being posted in 'Other investments' for maximum board exposure. Remain curious, Catch
I don't mind a bit of subject drift either. In this particular case it may be beneficial to move the insurance-related posts to a dedicated thread. One of the board admins would need to do this since I don't have the necessary permissions.
I created the new "Rising Auto & Home Insurance Costs" thread in Other Investing. Requested that posts for auto and home insurance in this thread be moved to the new thread.
The most important charts and themes in markets, including... 00:00 Intro 00:14 Topics 00:46 When the Levee Breaks 07:21 The Other Side of Mania 12:01 The Large/Small Divide 15:19 Netflix Numbers 19:14 When Valuation Matters 22:12 Tesla Trimming 26:25 Housing Slump Continues 30:51 Higher (Cash Yields) For Longer
Comments
00:00 Intro
00:12 Topics
01:03 Inflation Coming in Hot (CPI Report)
04:57 Skyrocketing Car Insurance Rates (Progressive $PGR)
06:19 Rate Cuts Pushed Back (Fed Policy)
09:34 Nvidia Surpasses Google & Amazon ($NVDA, $GOOGL, $AMZN)
12:56 Consumer Concerns (Retail Sales Report)
15:38 Half off Sale on Used Teslas
20:34 Narrowing Trade Deficit
22:37 Borrowing Money to Pay Interest (Debt/Deficit)
24:33 Higher Wages, Lower Food Inflation
Video
Blog
The Week in Charts (03/01/24)
The most important charts and themes in markets, including...
00:00 Intro
00:11 Topics
00:57 All News Is Good News
05:59 Another Strong Earnings Season
08:15 Home Depot: Stock Surges on Earnings Decline?
09:28 Higher Home Prices, Lower Affordability
14:18 Higher Incomes Driving Continued Expansion
15:49 Bond Bear Market Continues
18:26 Fed Cuts Pushed Back to June
22:59 More Affordable Rents
Video
Blog
The most important charts and themes in markets, including...
00:00 Intro
00:18 Topics
01:10 Here Comes the FOMO
09:20 March 2009 Low: 15-Year Anniversary
11:53 Digital and Physical Gold Rush
17:19 Spending Like Drunken Sailors
22:51 Rising Household Debt Burden
27:29 38 Consecutive Months of Jobs Growth
33:18 Labor Market Loosening
24:42 Rising Wages, Falling Inflation
Video
Blog
The most important charts and themes in markets, including...
00:00 Intro
00:16 Topics
01:24 Active Managers Go All-In
06:27 Pricing in a Perfect Future
13:34 Stubborn Inflation = No Fed Cut
27:20 The End of Negative Interest Rates
30:13 What is Debt and What is Growth?
33:55 Bitcoin ETF Boom
38:15 Why You Need to Invest
40:25 The Path to Prosperity
Video
Blog
The most important charts and themes in markets, including...
00:00 Intro
00:10 Topics
00:50 The Fed's 2% Inflation Farce
09:59 Japan Ends Negative Rate Era
13:42 One of the Best Starts to a Year
20:12 The Reddit IPO
22:58 Bitcoin Pullback
25:00 Apple Monopoly?
26:53 Most Unaffordable Housing Market in History
29:09 Increase in New Listings
Video
Blog
The most important charts and themes in markets, including...
00:00 Intro
01:14 Topics
01:52 Biggest Q1 Surprises
02:13 One of the Best Starts to a Year
07:51 Enormous Eight Divergence
12:57 Higher Growth, Higher Inflation, But Still 3 Cuts (Fed)
23:33 Biggest Surprise From Here?
26:13 Smooth Sailing
31:49 Signs of Froth?
43:32 Cuckoo for Cocoa
47:48 The Housing Affordability Gap
57:40 The Power of Dollar-Cost Averaging
Video
Blog
The most important charts and themes in markets, including...
00:00 Intro
00:18 Topics
00:57 Inflation Heating Up
08:43 The Most Absurd # in CPI
10:53 See You in September (Fed Cut Pushed Back)
17:28 The Higher For Longer Impact
20:59 The Start of a Correction?
27:24 Correlation ≠ Returns
30:53 Reversion to the Meme
32:54 Fast Food Isn't Cheap Anymore
37:13 Rising Donations
Video
Blog
I'm glad that you enjoy The Week in Charts.
Insurance inflation is crazy. I need to pay attention more. Thanks.
Remain curious,
Catch
I don't mind a bit of subject drift either.
In this particular case it may be beneficial to move the insurance-related posts to a dedicated thread.
One of the board admins would need to do this since I don't have the necessary permissions.
I created the new "Rising Auto & Home Insurance Costs" thread in Other Investing.
Requested that posts for auto and home insurance in this thread be moved to the new thread.
The most important charts and themes in markets, including...
00:00 Intro
00:14 Topics
00:46 When the Levee Breaks
07:21 The Other Side of Mania
12:01 The Large/Small Divide
15:19 Netflix Numbers
19:14 When Valuation Matters
22:12 Tesla Trimming
26:25 Housing Slump Continues
30:51 Higher (Cash Yields) For Longer
Video
Blog