MZ Weekly Thread for January 6, 2025
Each Monday I publish a short thread of stories, charts and graphs I find interesting and I send it to all subscribers of my newsletter. Sometimes I add comments or my opinion. If you also find this post interesting please share it with others.
Each Monday I publish a short thread of stories, charts and graphs I find interesting and I send it to all subscribers of my newsletter. Sometimes I add comments or my opinion. If you also find this post interesting please share it with others.
China is the largest steel producer in the world, making up more than half of global steel output. India is second. Japan is third. The US is fourth. pic.twitter.com/xhwsPN8DKY
— Kyle Chan (@kyleichan) January 5, 2025
China is only major economy where growth in chip building capacity is slowing
— Agathe Demarais (@AgatheDemarais) January 6, 2025
• US, Europe, Japan, South Korea, Taiwan all post fast growth in semiconductor production capacity
• China's chip boom has faded, reflecting impact of US export controls and domestic economic slowdown pic.twitter.com/YxucMRXXk6
US set for IPO comeback as private equity firms seek to offload holdings. Investors and bankers have also been encouraged by strong share price gains following recent deals. Shares in 9 of the 10 largest IPOs of 2024 ended the year above their listing price, w/half of them – led… pic.twitter.com/A4bA9B4g48
— Holger Zschaepitz (@Schuldensuehner) January 5, 2025
Never bet against Elon 👏🏼 pic.twitter.com/TioUXkg5dt
— حسن سجواني 🇦🇪 Hassan Sajwani (@HSajwanization) January 4, 2025
Interesting to watch the share of startups with 1 founder grow, but the share of startups that are venture-backed with 1 founder stays basically flat.
— Peter Walker (@PeterJ_Walker) January 4, 2025
Never been easier to create a company - and looks like solo founders increasingly just bootstrap (by choice? not sure). pic.twitter.com/lIcdMRrnU3
UST/Yellen/Biden issued a ton of short term paper vs. long term maturities during their term.
— Chamath Palihapitiya (@chamath) January 2, 2025
Americans have now inherited a very tricky situation as interest rates rise and a TON of debt needs to be refinanced at higher rates in 2025. pic.twitter.com/1eHSSJNKul
The US Federal Reserve discontinued this series after Q1 2022.
Top chart: Share checkable deposits/currency held by top 1%
Bottom chart: Share checkable deposits/currency held by bottom 50%
