Interesting

I fail to understand this one, despite seeing it in the newsletter every other week. lhs is logarithmic rhs is linear Seems like a flawed comparison, but I don't really grok most of the macro stuff anyway

see any catalysts coming up that could drop global liquidity and bring some volatility?

From https://www.themarysue.com/spurious-correlations-engine/ : https://www.themarysue.com/wp-content/uploads/2014/05/spuriouscorrelation2.png?resize=640%2C223