Macro + street research are dead ... long live data science ...
US ecommerce penetration ...
The most striking shift in this chart to me is the change that we saw in the early 80s - from consistent capacity constraint to consistent surplus ...
The death of European coal ... for coal is to energy what horses were to public transport ...
This will push capital into other asset classes - real estate and stock will both see continued flows ...
Good leading indicator for global trade ...
Housing is still the biggest market on the planet ...
European transport ... more trains ... fewer planes ...
Turning point in global leading indicators?
What does this tell you about the USD?
Tristan's Real-Time Research Feed
There is a big difference between perceived and realised risk - this blog seeks to close the gap!