New World Disorder

Check out the accompanying pdf and chart collection. (1) Head-spinning stuff. (2) A chat with a Canadian surgeon in a pool in Florida. (3) India’s disaster. (4) Three red-hot US regional business surveys. (5) Home prices are on fire. (6) A shortage of blue-collar workers. (7) Prices-paid and prices-received indexes continued to soar in April. (8) Speed bumps for SPACs, cryptocurrencies, and stock prices. (9) Outperforming investment styles underperforming recently. (10) Bad actors: Putin and Xi. (11) Bond Vigilantes taking a siesta. (12) Movie review: “I Care a Lot” (+ +).