Record Money Market Fund Inflows

Record Money Market Fund Inflows Money market funds get record inflow, as investors flood into the safety of cash. Image: BofA Global Investment Strategy

S&P 500 and Global Money Supply

S&P 500 and Global Money Supply Chart suggesting that global money supply tends to push U.S. equities higher. Image: Fidelity Investments

U.S. True Money Supply and Nominal GDP Growth

U.S. True Money Supply and Nominal GDP Growth This chart suggests that money supply outpacing U.S. nominal GDP tends to be bullish for asset prices. Image: Gavekal, Macrobond

Digital Money and Confidence

Digital Money and Confidence A majority of people across the world don’t trust big tech companies to issue digital money. Image: Financial Times

No One Loses Money in China?

No One Loses Money in China? That’s pretty curious. Very few Chinese companies appear to have a negative return on equity (ROE) compared to NYSE listed firms. Image: Wind Information

Money Supply and Inflation

Money Supply and Inflation Aging is inflationary when caused by a decline in birth rate, and deflationary when caused by an increase in longevity. If the money supply grows faster than real output, then it causes inflation. And if there is a structural bottom for commodities and inflation, value could outperform growth. Image: Fidelity Investments

Stock of Broad Money Around the World

Stock of Broad Money Around the World This chart shows how much money is in circulation around the world. China has the most money in circulation, followed by the U.S.. Image: howmuch.net

Crude Oil vs. Managed Money Short Positions

Crude Oil vs. Managed Money Short Positions Chart suggesting that oil could rise, when managed money short positions are so extreme. Image: Ned Davis Research, Stifel