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

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

2020 11 14 18 45 13

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How Intel semiconductor manufacturing lots its way 

2020 11 12 19 26 01

Source: BofAML

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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

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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.

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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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