Users: Tim Knight: All Pages

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Bitcoin does not like tighter financial conditions.
Tim Knight
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Inflation-Adjusted 15-Year Mortgage Rate, 2010-2022
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CPI Indexed To January 1995
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To get some context, the market capitalization of FANG stocks is now down a stunning $2 trillion from its record h...
Tim Knight
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VIX rose modestly today but equity risk remains massively under-priced relative to credit risk...
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This morning's 8-sigma miss to the downside for Empire Fed manufacturing dragged the US Macro Surprise Index into...
Tim Knight
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Correlation Between NASDAQ And Bitcoin Since February 1, 2022
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National Leverage Ratio: 1981-2021
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Employment-To-Population Ratio, Prime Age Male Workers, 1967-2021
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Holy crap......US Trade Balance, 1992-2022
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Disastrous Q1 productivity report, which posted at -7.5%, the biggest drop since 1947.
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Tim Knight
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https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws...
Tim Knight
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Biden Approval rating
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Atlanta Fed GDPNow Forecasts Negligable Growth
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US Durable Goods Orders Growth Slowest In 13 Months
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Y/Y Change In CPI For Consumer Electricity, 2012-2022
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Producer Price Index For Natural Gas To Consumers, 1990-2022
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Index of Inflation-Adjusted Private Sector Hourly Wages, April 2020=100
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real average hourly earnings fell for the 12th straight month...
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The 1.2% MoM rise is the biggest since Sept 2005
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"Extraordinary" - US Consumer Prices Soar At Fastest In Over 40 Years
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The Windy City is sucking.
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You can’t make this up. During the past nearly quarter of a century, the BOJ’s balance sheet (purple line) has...
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German Retailers To Increase Food Prices By 20-50% On Monday
Tim Knight
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https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws...
Buffett indicator
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Index of Aggregate Hours For the Goods-Producing Sector,1979-2022
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Y/Y Change In PCE Deflator: Services Versus Durable Goods, 2012-2021
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Inflation-Adjusted Federal Funds Rate, 1954-2022
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Highest in 40 years, thanks to Jerome
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Fed's Favorite Inflation Indicator Surges To 40 Year High In Feb As Real Spending Shrinks
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Median Home Sales Price Versus 30-Year Mortgage Rate, 1980-2022
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Worldwide stocks
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Inflation-Adjusted (Real) Yield On 10-Year US Treasury Not, 1987-2022
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Pretty magical how the experts say inflation will be peaking, oh, right about NOW and then magically vanish.
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But have more pain to go is they are to catch down to the yield curve's reality...
Tim Knight
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Finally, investor pessimism has faded materially - the GS Risk Appetite Indicator (RAI) is nearly neutral again
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Tim Knight
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We are supposedly at the "call wall" right now.
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Today was the second biggest yield jump for 2Y yields since June 2009...
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Tim Knight
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Worldwide happiness.
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Diamond prices
Tim Knight
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While US Stocks remain below pre-Putin-invasion levels, European stocks have erased all the losses now... (as if i...
Tim Knight