Sitemap - 2025 - Time Series Terminal’s Newsletter

History of US national (federal) debt and how they relate to trade imbalance

2025-05: Tariff threat, semiconductor driving US equity; semiconductor, utility (inflation) driving Western Europe equity; semiconductor driving US mid-cap equity

CPRT used car auction service floats to top driving factor 2 days before US tariff on auto parts comes into effect

2025-04: Volatile semiconductor/tech driving US stock indices

JPMorgan JPM: tsterm.com computed daily position starts shaving off since October 2024, realising higher Sharpe ratio (return-to-risk ratio)

War and liberal economics: tsterm.com's analysis of the US dollar to China Yuan exchange rate

How fast can Buffett sell his stock portfolio down to zero holding?

How to find Buffett's AAPL holding from SEC.gov?

2025-03: semiconductor resetting to 2023-2024 level, some consumer service resetting to 2020 level driving US equity 6 months out

Velocity of money: how many times one dollar changes hand in an economy

2025-02: Gold, oil and gas energy driving US equity six months out

How DeepSeek learns reasoning capability

2025-01: US 10-Year interest rate, Industrials driving US equity. "DeepSeek" a form of deflation coming from ex-US economy.

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts