The world right now is overrun by opinions and people talking their book. What we as investors, decision makers, concerned citizens need instead are facts. Facts to form our own opinions.
To help you do this, I share facts in visual form: charts. My hope is to provide you with quick, digestible hits to provoke further thought so you can form your own opinions.
Charts and graphs are the most efficient and effective way to convey large amounts of information. Consider a simple 10yr chart of monthly stock prices, for example. That simple line enables you to absorb 240 intersecting data points (time and price), plus information on volatility and trends (implying the 10yr performance of company earnings).
All this from a 2 second look at a chart.
Fact 1: Cryptocurrencies consume the same amount of electricity as Sweden.
Fact 2: Loan loss provisions at banks are being released, providing a tailwind to earnings.
Fact 3: Electricity is being rationed across China, due to fuel shortages.
Fact 4: China’s dollar junk bond yields kiss 20%, suggesting serious market stress.
Fact 5: Ongoing supply chain shortages are due to a combination of strong demand and weak supply.