Well there you have it. Trump has followed through. He has slapped a 25% tariff on all imports from Mexico and Canada. Furthermore, he's added a 20% tax on goods from China. I put together a quick chart dump of everything I've seen recently. Enjoy! open.substack.com/pub/eeagli/p...

DeepSeek! A whale had been called into existence and boy has it surprised the US tech industry. Here's a brain dump of my thoughts from this morning: open.substack.com/pub/eeagli/p...

Europe's market value has plummeted from 40% of global stocks to just 10% in the past 25 years. Why?
1️⃣ US firms dominate over half the world's highest-valued companies
2️⃣ Not a single European company in the global top 10 (in market cap)
3️⃣ Our brightest startups are fleeing to America for funding

This is the story of the Great British Sell-Off. Britain's stock market has seen a dramatic shift: from 52.8% individual ownership in Britain in 1964 to just 10.8% in 2022, while foreign ownership rose to 57.7%. The 1986 deregulation opened markets to global investors making it international.

My mother still keeps her landline despite having an iPhone. It's her anchor to decades of memories. But time marches on. The device that transformed society for over a century is becoming a relic.

I created this animated visualisation to capture this disruption. What do you think?

This data visualisation studies how the UK yield curve has dramatically changed over the last 3 years.

Full write up on my Substack: open.substack.com/pub/eeagli/p...

What do you think? What are your thoughts on this?
#datavix #data #datavisualization #investing #bonds #interestrates #UK

Why is your coffee so expensive? Brazil’s arabica farms have been devastated by droughts and frost, while Vietnam’s robusta crops were hit by bad weather. Shipping delays and rising demand, especially in China, added to the problem. Supply is down and demand up, so prices have surged 40% this year.

CASH IS KING! $126 billion flowed into money-market funds since the Fed's jumbo 50bps interest rate cut. That has pushed total assets in this funds to a record $6.76 trillion.

So, is it time to move out of cash? Or is holding onto your safety net still the smartest play? Let me know.