
Source and data: Institute for Self Reliance

Source and data: Institute for Self Reliance
The stock of the luxury electric vehicle maker has soared
For over a month, I’ve been concerned that markets have been pricing in a pair of conflicting economic scenarios. We first laid out the paradox in early December: equity investors say that they are hopeful for a soft landing for the economy yet seem to relish signals of more overt weakness.
The markets may turn choppy in the coming weeks
An eventful weekend featuring the ousting and arrest of communist Venezuelan dictator Nicolas Maduro is generating outperformance in the energy sector as the US oil majors are poised to benefit from Washington’s control of the crude rich nation.