Oil Shock. Equity Fear. Buying Opportunity
by Amit Goel
Sharp oil spikes have historically created an immediate risk-off reaction in equities, but they have not usually marked the start
Markets Absorb Crises — And Still Climb to New Highs.
The long-term trajectory of the S&P 500 reveals a powerful structural pattern: despite repeated geopolitical disruptions
The Center of Global Influence
This chart illustrates how G7 economies have emerged from the pandemic with output levels firmly above their pre-COVID...
AI Euphoria Meets Reality: Capex Is Surging Faster Than Profits
The chart shows that Big Tech companies are continuing to aggressively increase AI-related capital expenditure (Capex)
Electricity: The New Economic Engine
The chart shows a structural shift in global power generation, with solar and wind rapidly scaling and set to overtake...
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
