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Mayhem in the Markets: January 15th, 2023

Hey friends! Today's Mayhem in the Markets video goes in-depth on the markets and economy, talking about what I'm watching, why it matters, and more.

00:00 Introduction

00:41 Debts up, savings down

01:46 Mortgage costs are the highest in decades

04:30 Cooked to perfection? Chinese bank books

05:06 ARKK bleeds as the old economy leads

09:02 The NASDAQ is extremely overbought

12:25 Banks are sitting on enormous unrealized losses

14:02 You can practically hear the vacuuming sound (from central banks)

14:43 Money supply growth is collapsing

16:55 Liquidity continues to drain from the financial system

17:30 Used vehicle prices have fallen the most on record

18:13 Existing home sales are dropping fast

20:20 Chart analogs are a fool's errand


I appreciate your feedback in the comments section! Questions are welcome, too.

2 Comments


dhoff10
dhoff10
Jan 16, 2023

Thanks for the information and perspective Mayhem. I would be interested in what you are looking at to shape your view on inflation going forward. It's clear you think it will be sticky and this is treated almost axiomatically. You mention services, but the biggest inflationary component there is shelter and we know that data lags, and then you do a very thorough job of showing why this is actually deflationary now. In other words, what would change your mind on inflation going forward? Thanks!

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chucklehut
chucklehut
Jan 16, 2023

Very articulate and clear presentation, Mayhem. Well done. Thanks so much!

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