Archives for Macro - Page 7

Is US Unemployment 4.9%, 10% or 23%?

The US economy is perceived to be the strongest in the world. One of the reasons is that officially announced employment figures are good and getting better. However, a look behind the headline payroll statistics tells a different story. There is a significant disconnect between the robust reported payroll numbers…

Global Shipping is a Disaster

Commercial shipping of all types is rapidly heading underwater.  The containership market is almost back to the lows of the 2008 financial crisis, as measured by the Harpex Index. Bulk dry cargo rates are at the lowest ever, as measured by the Baltic Dry Index. Both charts are shown below.…

On Coal, Carbon Dioxide and Oxygen

About 450 million years ago the Earth had a carbon dioxide level about twenty times the level today. Over the next 100 million years it fell to levels a little higher than today. The reason for the decline was the first occurrence of vast, planet-wide, forests. The trees in these…

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