1. A trillion here, a trillion there... pretty soon we are talking about real money!
Source: WSJ Daily Shot; As of 2/12/18
2. Some perspective on the current budget, spending, and the need to issue new bonds to fund it all...
Source: WSJ Daily Shot; As of 2/12/18
3. Are we back to the normal range?
Source: WSJ Daily Shot; As of 2/12/18
4. Higher rates leads to wider spreads which lets banks make money again...
Source: WSJ Daily Shot; As of 2/12/18
5. One of the worries with higher inflation is that price increases cannot follow and thus margins will suffer.
Source: WSJ Daily Shot; As of 2/14/18
6. Where the rising rates will hurt Americans with variable rate debt.
Source: WSJ Daily Shot; As of 2/14/18
7. Delinquency rates of some types of loans are rising...but most have been declining allowing better results for the lenders.
Source: Thechartstore.com; As of 2/9/18
8. Overall, bank profits should be accelerating and their write-offs of bad loans decelerating.
Source: Evercore ISI; As of 2/18
9. Much like the Abe government in Japan, the U.S. now can spend at will for two years. The question is: On what? I.E. Infrastructure...great! Interest on debt...unproductive at best...
Source: WSJ Daily Shot; As of 2/12/18
10. Global supply, led by the U.S., is rising to the point of effecting price.
Source: WSJ Daily Shot; As of 2/13/18
11. Here is a chart on the change in production, by country, of crude oil.
Source: WSJ Daily Shot; As of 2/14/18
