Worth a Thousand Words

COVID Retirement Boom

Massive Distortions

Gas x 42

Car Buyer Confidence

Poverty Lines

Household Deleveraging

Default Warning

Recession Ratio

Home for the Holidays

Happy Thanksgiving! I hope everyone had a good holiday. I’m writing this issue early in the week while enroute to join family in Dallas. Today will be different and I hope you like it.

The charts and comments below are drawn from the “Clips That Matter” feature of our Over My Shoulder service. Because we know a picture is worth a thousand words, my co-editor Patrick Watson and I select a few important charts and graphics and send them to subscribers each week with some brief comments. Many say these clips are their favorite part of the service.

Please enjoy, and I’ll have a few more words afterward.