The chart showing imports from China crossing over with Mexico is fascinating.

There’s lots in the news about how China is faltering but when you see it in numbers it hits home. Crisis time for China.

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Sep 9, 2023Liked by Daily Chartbook

Last one seems most important to me.

Stonks will crater once people realize the recession is here and it’s bad.

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Chart 22 got my attention. It looks like the EPS outlook for 2024 for Consumer Staples, Industrial and Utility is good. Am I reading the chart correctly? It's a little confusing seeing 2024 on a 2023 x axis. Is this looking forward 12 months?

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