An Insight Into The Vibecession And Aggregate Statistics Divergence

TalkMarkets - Mon, 12/08/2025 - 20:25
I don’t have a resolution to the debate, but I have an insight, regarding per capita series, summarized in a couple of graphs.

US May Allow Nvidia H200 Chip Exports To China, Report Says

TalkMarkets - Mon, 12/08/2025 - 20:05
Amid an ongoing fierce rivalry over the artificial intelligence space, the United States is mulling over the idea of allowing Nvidia to sell its H200 AI GPUs to China.

Gold Bugs Win

TalkMarkets - Mon, 12/08/2025 - 19:45
Gold Bugs have been preaching the demise of fiat currency for decades. Although fiat currencies like the US Dollar still have utility, here’s why Gold Bugs can now claim victory.

XLV Pullback

TalkMarkets - Mon, 12/08/2025 - 19:25
The Healthcare Sector has pulled back to its rising trend-line in the short-term. It’ll be interesting to see whether this can materialize into an actionable setup.

Crude’s Erosion Continues

TalkMarkets - Mon, 12/08/2025 - 19:06
Crude-oil’s multi-month slide continues. Declining energy prices raise fresh questions over inflation, commodity cycles and whether oil markets have finally broken their long-term uptrend.

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