S&P 500 Index – the Cost of Waiting

S&P 500 Index – the Cost of Waiting If investors wait for the perfect moment to invest, there is always a good reason not to be invested in the U.S. stock market. Image: Real Investment Advice

S&P 500 – YoY Change in Costs

S&P 500 – YoY Change in Costs The growth rate of corporate costs is very high. Should investors expect a margin squeeze? Image: Morgan Stanley Wealth Management

Inflation and Shipping Costs

Inflation and Shipping Costs Have shipping costs finally peaked? This would be good news for inflation. Image: BCA Research

Housing – U.S. Median Famility Income to Mortgage Cost

Housing – U.S. Median Famility Income to Mortgage Cost This chart suggests that relative to family incomes, buying a home in the U.S. is currently quite affordable by historical standards. Image: Gavekal, Macrobond

The Cost of a Barrel of Oil in Real U.S. Dollar Terms

The Cost of a Barrel of Oil in Real U.S. Dollar Terms This chart puts into perspective the real price of oil in U.S. dollar terms since 1870. U.S. oil prices turned negative for the first time in history. Image: Deutsche Bank