5/15/2023 - Hot Links and Quick Thoughts - Sprout Capital Management, LLC

5/15/2023

https://wolfstreet.com/2023/05/15/trucking-skids-down-other-side-of-pandemic-boom-freight-rates-per-mile-rates-diesel-unwind-their-spikes/
- h/t Wolfstreet for reminding me to track Cass indices for watching inflationary pressures in the economy.
CPI leads Unemployment rate by 2 years?!
China re-opening a nothing burger – from Brent Donnelly’s substack
- https://fridayspeedrun.substack.com/p/friday-speedrun-may-12-2023
…But Chinese lending is elevated over the last several months. Does this mean China is floundering despite stimulus?
- https://humblestudentofthemarkets.com/2023/04/16/the-market-leaders-hiding-in-plain-sight/
There are a lot of warning signs out there in the US.
- https://humblestudentofthemarkets.com/2023/04/15/how-to-position-for-the-coming-growth-slowdown/
Inflation has slowed a lot, but there is some evidence that inflation may be stagnating at these levels?
- https://www.capitalspectator.com/is-inflations-recent-decline-at-risk-of-stalling/
- Note the comment below the article – despite the stagnation, base effects may cause inflation to fall to a 3-4% level.