Just Pictures: Core CPI, Headline CPI, Rent, Gasoline, Strait of Hormuz, SPR Levels

Gold sold off on an actual war escalation, then ripped +2% on soft CPI. For equity traders that sequence is the cleaner rates read.

Jul 14, 14:22

South Korea's margin call to receivables ratio has spiked to ~5%, the 3rd-highest level on record.

Jul 14, 11:51

Google Backs Major US Solar Project to Offset Fossil Fuel Emissions

Jul 14, 09:57

Six space stocks, one dashboard. Rocket Lab, Firefly, Redwire, Voyager Tech, Intuitive Machines AST SpaceMobile. One is down 80% from its high and still has a lower forward P/S than than the other. Worth a look.

Jul 13, 17:51

SK Hynix 2Q Operating Profit to Fall Short of Market Expectations

Jul 13, 06:12