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Paul Hodges

Trusted Advisor
Contributor's Links: International eChem The pH Report
Paul Hodges is a trusted advisor to many of the world's leading investors and companies. He publishes The pH Report, which focuses on the impact of the Great Unwinding of policymaker stimulus on world markets. Paul serves as a Global ...more
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Gasoline/Diesel Cars Are Now Less Than 50% Of European Sales As EVs And Hybrids Surge
Monday, January 22, 2024 6:35 AM EDT
Employment in the European auto industry supports 5%-10% of jobs in countries such as Germany and Hungary.
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Food Costs And Interest Rates Rise As Energy And Fertilizer Supplies Are Hit By The Invasion
Monday, September 5, 2022 10:55 PM EDT
It’s going to be a very difficult winter. Most of the world will be impacted as Europe bids up energy/food prices to keep its people warm and fed.
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Energy Market Chaos Highlights Risks To The Global Economy
Sunday, June 12, 2022 3:45 PM EDT
Recession seems inevitable with oil prices at today’s levels.
In this article: BNO, OIL, UCO, USO, UNG
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Chart Of The Year – The Surge In Electric Vehicle Sales Will Disrupt Auto, Oil And Petrochemical Markets
Wednesday, December 22, 2021 8:19 AM EDT
It seems that every year there is one obvious winner for my Chart of the Year. And this year is no exception, it has to be the amazing surge in Electric Vehicle (EV) sales from just 2.2% of sales in H1 2018 to a forecast 12.7% in H2 2021.
In this article: XOM
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Chart Of The Year – CAPE Index Signals Negative S&P 500 Returns To 2030
Monday, December 21, 2020 3:47 AM EDT
History suggests the S&P 500 will likely fall by around 2/3rds over the next decade to 2030, reversing the gains since 2009. Over-hyped stocks like Tesla will be in the eye of the storm – as in the dot-com crash.
In this article: TSLA, SPX
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Welcome To The New Normal – A Look Ahead To 2030
Monday, November 2, 2020 4:36 AM EDT
Today's economic and social crisis is going to lead to major change - no matter who is in the White House.
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Central Banks Try To 'Print Babies' To Boost Consumption
Sunday, October 18, 2020 12:32 PM EDT
Supply/demand balances are weakening in oil markets. Our weekly update focuses on the economic impact of the Perennials - who will provide the majority of US/Western and Global population growth over the next decade.
In this article: USO, SPX
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Pandemic Redraws The Map
Monday, October 12, 2020 4:10 AM EDT
Volatility has begun to rise in oil and bond markets, as we expected. China’s upcoming ‘Vision 2035’ seems likely to prove a major game-changer for its economic model over time.
In this article: BNO
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Market Volatility Threatens As Economic And Political Risks Rise
Monday, October 5, 2020 5:18 AM EDT
Low volatility is either a sign that things are going well or of complacency. As we go into Q4, "fear indices" for bonds and stocks remain at low levels.
In this article: BNO, IEF, SPX, QQQ
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The Real Need Is To Get People Back To Work
Monday, September 28, 2020 7:51 AM EDT
The Federal Reserve is now the world’s biggest investor. It has bought $4.8tn of bonds and stocks to support the markets. The Swiss National Bank holds 17.5m Apple shares.
In this article: NDX Also: IEF, OIL
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US Federal Reserve Says Outlook “Highly Uncertain”
Monday, September 21, 2020 7:35 AM EDT
Markets are starting to get nervous after their outsize gains in August. Loss-making Snowflake still managed a $70bn valuation on its IPO, but the S&P 500 fell for a third week and the Nasdaq is now down 12%.
In this article: AAPL, AMZN, GOOG, MSFT, NFLX, GLD, META, BITCOMP, SNOW, OIL, SPX
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Market Bubbles Start To Burst
Monday, September 14, 2020 5:15 AM EDT
Oil prices have tumbled back to June levels, the call option favorite Tesla has seen its price crash 26%. And the eurozone moved into deflation.
In this article: IEF, OIL, SPX
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Chemicals Data Suggests Recovery As Far Away As Ever
Monday, September 7, 2020 5:37 AM EDT
The latest chemicals data, the best leading indicator for the global economy, suggests the world is seeing just a weak rebound rather than a full recovery.
In this article: BNO, AAPL, IEF, OIL, SPX
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Central Banks Create A K-Shaped Rebound
Monday, August 24, 2020 4:30 AM EDT
The Fed’s support meant the S&P 500 made new all-time highs last week. But 20% of US adults with children at home told the US Census they couldn’t afford to buy enough food to feed them properly.
In this article: OIL, SPX, IEF
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The Best View Is Always From The Top Of The Mountain
Monday, August 17, 2020 3:29 AM EDT
US stock markets are riding high, with valuations in the 95th percentile since 1881. But the US economy is in trouble, with growth expected to be in the 4th percentile.
In this article: SPX Also: IEF, OIL
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Political Risk Rises As Trump Heads For One-Term Presidency
Monday, August 10, 2020 3:35 AM EDT
Our weekly update looks at developments in oil, stocks and interest rates. And as one of the few analysts to forecast Trump's win in 2016, we ask the question, 'what would happen if he loses in November?'
In this article: IEF, OIL, SPX
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1 to 16 of 184 Posts
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