Over My Shoulder

Charts That Matter, 2017-11-01

November 1, 2017

Patrick Watson, editor of Yield Shark, leads off this week's extended edition of Charts That Matter with a breakdown of the Phillips curve, then and now; a surprising redefinition of "middle class"; and a sobering look at job creation by income level.

He is followed into the batter's box by Jared Dillian, editor of Street Freak and ETF 20|20, who demonstrates what can happen when a country (New Zealand, in this case) elects a 37-year-old far-left prime minister. He then turns to the sensitive subject of bad breadth in the S&P, and reveals the rather startling advantage that can come from adding the word blockchain to your company's name.

Batting cleanup for us today is Rational Bear editor Kevin Brekke, who gives us an eye-opening look at the relationship between US debt and GDP, suggests that the US dollar may turn from being a tailwind to a headwind for earnings, and finally hits a home run with Charlie Billelo's "Aphorisms in the Year of the Bull (2017)." Enjoy.

Download - 171101_CTM.pdf