Callum ThomasJul 4, 20181 min readChart: S&P500 Capital Expenditure GrowthThis chart looks at the growth of capex (Capital Expenditure, aka business investment) by S&P500 companies (excludes commodity capex...
Callum ThomasJun 9, 20181 min readChart: S&P500 Capex GrowthHere's a chart I find really interesting, it shows the annual pace of Capex growth across some of the key industries/sectors of the...
Callum ThomasApr 27, 20183 min readInfrastructure Investment, Long-Term GDP Growth, and US Bond YieldsThe release of the latest GDP data brings with it updates to a couple of key trends in government investment, infrastructure spending,...