Riffing on themes: fading fade america trade; winning the trade war; stablecoins; and the trouble with ETFs

9 Charts on all things big and small

• find the capital flight

• the most unsubstitutable good (came as a surprise to me)

• there never were any supplychain snagglepies, for the same reason that inflation was never transient

• stablecoins, what are they good for? Absolutely—-

• the trouble with ETFs