Kedrosky Daily Graphs • 2020-11-15 • Bears, Chips, Clothes, etc

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Kedrosky Daily Graphs

Insider transaction ratio on equity markets hitting 12-month highs of bearishness

5e8a7371 dd17 4533 b87c 7f177fc6bb81


As global fashion sales rise, we getting less use out of our clothes than ever 

2020 11 14 18 45 13


How Intel semiconductor manufacturing lots its way 

2020 11 12 19 26 01

Source: BofAML


China’s recent income-adjusted economic growth has been lower than Taiwan, Japan, or Korea’s was when they were at the same economic level

2020 11 14 18 48 10

Source: @lymanstoneky


Latest California vehicle miles traveled data:

  • 353,862,229 million vehicle miles traveled, up 5.0% from a week ago.
  • Vehicle miles traveled is up 99.5% from the Apr 05, 2020 trough.


Latest US air passenger data:

  • 881,579 daily travelers, down -2.0% from a week ago.
  • Air passengers are up 907.1% from the Apr 14, 2020 trough.
  • Daily passengers are down 63.8% compared to one year ago.

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