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10 Tuesday AM Reads – The Big Picture

My Two-for-Tuesday morning train (yes, Train!) reads: • Omicron Needs 3 Evolutionary Surprises to Wreak Havoc Basic principles of biology show that the worst-case scenario is possible but not probable, a fact that should help separate prudence from panic. (Bloomberg) but see U.S. Covid-19...

Generational Reset of Minimum Wage

    I kinda buried the lede last week in my Structural or Transitory? post; we looked at a few inflation elements, including Supply Chains, Goods vs. Services, Semiconductors & Autos, Energy, that all are fairly well understood. Then there was the wage portion of our...

Transcript: Steve Fradkin – The Big Picture

     The transcript from this week’s, MiB: Steve Fradkin Northern Trust, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod hosts can be found...

Corrections, Retracements, Crashes & Dips

  If you were paying attention to the market Friday, in the middle of a long holiday weekend, you might have noticed some of the terminologies used to describe the market action: – Sell off – Crash – Pullback – Retracement – Reversal – Wealth Destruction – Volatility – Bear Market – Collapse –...

10 Monday AM Reads – The Big Picture

My back to work morning train WFH reads: • The Omicron situation It appears that the world is reacting to the new Omicron variant with much more urgency than it reacted to Delta. But it can be difficult to cut through the noise. (Noahpinion)...

North America’s EV Battery Network

Canada Emerges as Cornerstone of North American Battery Supply ChainSource: Bloomberg     North America has all of the critical ingredients needed for lithium-ion batteries for EVs: nickel, cobalt, lithium, graphite. Bloomberg: Britishvolt, a UK-headquartered cell manufacturing startup, plans to build a 60GWh plant in Quebec. While Stromvolt,...