Kedrosky Daily Graphs • 2020-11-19 • Zombies, Bitcoin, Predictions, etc

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Kedrosky Daily Graphs

Zombies companies are fighting the good fight

Zombies

*****

Global liquidity and solvency nearly back to pre-crisis levels

Solvency

******

If you’re going to Armageddon it, Armageddon it often

Predictions

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This “bitcoin” thing is up a lot. I think it’s something new. Wonder what it is. 

Bitcoin

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Latest California vehicle miles traveled data:

  • 363,873,173 million vehicle miles traveled, down -1.0% from a week ago.
  • Vehicle miles traveled is down 105.2% from the Apr 05, 2020 trough.

******

Latest US air passenger data:

  • 611,497 daily travelers, up 3.0% from a week ago.
  • Air passengers are up 598.6% from the Apr 14, 2020 trough.
  • Daily passengers are down 67.8% compared to one year ago.


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Kedrosky Daily Graphs • 2020-11-18 • Coinage, Movies, Deglobalization, etc

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The collapse of the movie release window is picking up this year, even if the data doesn’t show it yet

2020 11 17 09 30 26

Source: Pepperdine

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Spread of coinage around the world, 600 BCE to 1900 CE

2020 11 17 21 13 36

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The number of people on UK payrolls continues to fall 

2020 11 17 21 08 33

Source: FT

*******

Young adults around the world think things are fairly crap

2020 11 17 21 08 13

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The 1986-2006 period looks the exception in global trade, not the rule

2020 11 17 21 07 32

Source: Harvard

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The US is mostly shipping empty boxes back to China

2020 11 17 10 11 51

Source: WSJ

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Latest California vehicle miles traveled data:

  • 357,420,795 million vehicle miles traveled, down -2.0% from a week ago.
  • Vehicle miles traveled is down 101.5% from the Apr 05, 2020 trough.

******

Latest US air passenger data:

  • 883,157 daily travelers, up 6.0% from a week ago.
  • Air passengers are up 908.9% from the Apr 14, 2020 trough.
  • Daily passengers are down 61.6% compared to one year ago.


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Kedrosky Daily Graphs • 2020-11-17 • Energy, Cordcutters, Moderna, etc

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Declining fees at asset manager is driving consolidation 

2020 11 16 18 07 40

Source: FT

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Cord-cutter services are increasingly coming down to a few winners

2020 11 16 18 32 59

Source: Variety

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There is much more uncertainty about Moderna vaccine efficacy than the headline number suggests

2020 11 16 18 39 08

Source: Stephen Senn

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Global energy demand doesn’t peak until 2030, according to Mckinsey 

2020 11 16 18 05 31

Source: Mckinsey 

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Renewable energy investments topped upstream oil & gas in 2020, for the first time ever

2020 11 15 21 12 38

Source: IEA

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Latest California vehicle miles traveled data:

  • 362,612,227 million vehicle miles traveled, up 1.0% from a week ago.
  • Vehicle miles traveled is up 104.5% from the Apr 05, 2020 trough.

******

Latest US air passenger data:

  • 978,297 daily travelers, up 1.0% from a week ago.
  • Air passengers are up 1017.6% from the Apr 14, 2020 trough.
  • Daily passengers are down 59.2% compared to one year ago.


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