Oil Shock. Equity Fear. Buying Opportunity
by Amit Goel
Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
Markets Absorb Crises — And Still Climb to New Highs.
Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
The Center of Global Influence
Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
AI Euphoria Meets Reality: Capex Is Surging Faster Than Profits
Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
Electricity: The New Economic Engine
Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
Copper Demand Is Writing the Next Global Growth Story
Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
The Dollar Will probably Rise — Before It Falls for Years
The chart shows the Bloomberg Dollar Spot Index falling ~8% in 2025, its worst annual decline in eight years, marking a clear...
AI Capex: The Next Equity Shock
The chart shows how U.S. stock market capitalization has surged far ahead of the rest of the world, driven largely by ...
Echoes of 2000, Lessons for 2025: The Rise of Tech and Fall of Safety
The first chart tracks market-cap weightings across super sectors in the US from 1973 to 2025. The data reveals a striking surge in...
How Rising Household Debt Is Reshaping India’s Macro Landscape
This chart highlights India’s sharp build-up in non-housing household debt, which has climbed to over 29% of GDP
