Useful Links

Running_Man · 01-26-2020, 05:24 PM

Running_Man · 01-27-2020, 02:46 PM

prudent_one · 01-27-2020, 03:38 PM

These charts would be a lot more interesting if you would add some comments to explain we're supposed to take away from the chart. Maybe I'm the only one though, and everyone else gets it.

Masquernom · 01-27-2020, 04:07 PM

Quote:

Originally Posted by prudent_one

These charts would be a lot more interesting if you would add some comments to explain we're supposed to take away from the chart. Maybe I'm the only one though, and everyone else gets it.

I believe the BDI is a shipping index. One could assume if it's going down, fewer goods are being shipped around the world. But I may be incorrect.

target2019 · 01-27-2020, 05:08 PM

To me. the index appears to be cyclical, and back to level of 2018/2019 changeover. That is my first glance.

target2019 · 01-27-2020, 05:18 PM

Quote:

Originally Posted by prudent_one

These charts would be a lot more interesting if you would add some comments to explain we're supposed to take away from the chart. Maybe I'm the only one though, and everyone else gets it.

This link has explanation with a chart.
https://tradingeconomics.com/commodity/baltic

Running_Man · 01-28-2020, 05:03 AM

Quote:

Originally Posted by prudent_one

These charts would be a lot more interesting if you would add some comments to explain we're supposed to take away from the chart. Maybe I'm the only one though, and everyone else gets it.

The bonds chart is showing that total quantity of lower quality bonds is increasing - while the actual financial quality of the range is in decline. The BDI is a shipping index which shows it is 78% cheaper to contract to ship something now than it was last summer, which either indicates a lack of demand for international shipping or an oversupply of freight availability. I view it as an indicator of future economic activity, but only as one piece of a bigger picture.

The most important chart is probably the amount and change in the debt holdings of the Fed.

BeachOrCity · 01-28-2020, 05:18 AM

Quote:

Originally Posted by prudent_one

These charts would be a lot more interesting if you would add some comments to explain we're supposed to take away from the chart. Maybe I'm the only one though, and everyone else gets it.

I have always liked this thread BECAUSE THERE ARE FEW WORDS ATTACHED TO THE CHARTS.

It allows the viewer to see a picture that says a thousand words and THINK for THEMSELVES about the implications before listening to someone else’s interpretation.

prudent_one · 01-28-2020, 07:20 AM

I don't disagree, but when there is NO interpretation, and my intuition about the chart is wrong, I can't learn anything.

Running_Man · 01-31-2020, 09:08 PM

Chart of the value of worldwide negative interest rate bonds, starting to turn up strongly again.

Running_Man · 02-08-2020, 07:22 PM

More employed = more 401K = higher market

target2019 · 02-24-2020, 05:16 AM

Interactive global chart at SeekingAlpha:
https://seekingalpha.com/market-outl...-investing/map

Link opens to Global Performance, with other buttons at the top for GDP, Debt, Population, Unemployment, etc. Since data is shown in ranking of quintiles, its all pretty simple to understand.

Not a deep dive...

Running_Man · 03-18-2020, 04:58 AM

Daily moves in US bond market

Running_Man · 03-18-2020, 05:12 AM

If you look at one of the above charts with Corporate debt, you could see with 8 trillion of corporate debt if 50% goes bad the FED needs 4-5 Trillion of those bonds in addition to funding the 2-3 trillion national deficit for 2020. Then you take the losses corporations are going to have that will be backstopped by US government and you have another 1-2 trillion. CNBC is calling for unlimited US government loans to any business or industry. so you'd end up with 10 trillion the FED would have to buy on top of the 1.5 trillion for unclogging the "plumbing" all while revenues plummet. Fed balance sheet will be approaching 15 trillion dollars at this rate.