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Sign InCheck out the accompanying pdf and chart collection. (1) Hurricane season is here. (2) Stormy season ahead for stock market too. (3) Rooting for consolidation of 100% gain in S&P 500. (4) Three peaks—in economic growth, earnings growth, and policy stimulus. (5) Geopolitical risks rising. (6) Signs of a top in commodity prices and a bottom in the dollar. (7) Real retail sales are unreal in China. (8) President-for-life Xi needs more babies. (9) The world’s largest nursing home. (10) China uses America’s Afghanistan disaster to warn Taiwan. (11) Movie review: “Stillwater” (-).
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