NASDAQ:PDBC   Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
DISCLAIMER
This is in no way, shape or form, fluid and function, an analytical, qualitative or intelligent compte rendu. The function of this essay is the maddening diatribe of a curious author, and how this one manages micro- and macro-economic data for a critical investigation into the micro- and macro-economic world. This text is not suitable for direct consumption, and should never be used as a primary or secondary source. The contents of this text are often illogical and offensive, and great care should be given to the reader's personal qualifications and senses. This text is delivered on TradingView, where the userbase is expected to have a level of financial and investigative understanding that would enable them to query appropriate thoughts and abdicate nonsense to the void. May whatever sovereign and omnipotent being you believe in, guide you through this.

Important note: There are many, many figures here. Please pay attention very carefully to the axes and trends, not specifics. Real data is only as real as the reader allows.


Thesis
The long and short is that the dollar has done exceptionally well compared to it's competitors. America's economy may not have the warm and fuzzy feeling on the inside, but outside, especially against the backdrop of failed-austerity measures across Europe, worsening food and geopolitical crises in Africa, Putin's apocalyptic crusade, etc., etc. etc; America's economy looks amazing. The S&P500 is less than 10% off all time highs made just a few months ago. Six companies are worth over 1 Trillion Dollars, Wooly Mammoths of Unicorns. Corporate profits aren't just at an all time high, they have grown 20% more over GDP since 2005, a clear breakage in equilibrium of monetary wealth accrual. And in turn, the economic conditions look incredible among the top 1% of wealth owners, growing well over any single inflationary expense, not that it would affect their margins. Utilizing available economic data on TradingView, and creating a few theoretical arguments, an average of the sum of large numbers per se, the economic contrast is stark. The cost of living is rising quickly, with official inflation numbers coming in over 7% for the year, while using the original cost of living equation from the 1980s, before Volcker and crew changed it to make themselves look better, yields a pleasant 16+%. If the cost of living is increasing more than the profits of working, either wages must increase, cost of living must decrease, or system participants will need to spend less, with the most vulnerable suffering. One of the more interesting components coming from the second of the next graphs is the rapid increase in a theoretical systemic "affordability" - i.e. the wealth of the bottom 50% divided by the cost of living. While any single point would not make sense, the general trend over time offers some clue as to how the bottom 50% financially perform, whether improving or deteriorating.

 
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