Charts that Matter

As per Bloomberg…..The Number of Company Earnings Call Mentioning “A.I.” or “Big Data” Dipped in Q3. (This is the first QoQ Decline for A.I. Mentions)

At the same time, the number of transcripts mentioning “tariffs” have spiked: Afterall company executives need a reason if earnings don’t meet expectations next quarter

Below is India’s state of finances which is precarious but there is always a way out known as FINANCIAL ENGINEERING

China seems to be pump priming again and FISCAL STIMULUS coming to rescue AGAIN

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