Market Monday #3: Supply & Demand

Falling rents may drive a brick-and-mortar retail recovery. After taking a beating for years, could agricultural commodity prices do the same?

Site Update

Check out the Stocks section to see what stocks are on my watchlist in every sector and find links to analysis about them.

Quote of the Day

Screen Shot 2018-05-02 at 7.46.03 PM

Word of the Day

From Investopedia:

When supply and demand are equal (i.e. when the supply function and demand function intersect) the economy is said to be at equilibrium. At this point, the allocation of goods is at its most efficient because the amount of goods being supplied is exactly the same as the amount of goods being demanded. Thus, everyone (individuals, firms, or countries) is satisfied with the current economic condition. At the given price, suppliers are selling all the goods that they have produced and consumers are getting all the goods that they are demanding.

equilibrium (investopedia)

The balance between supply and demand, which naturally governs so much of what happens in our world, is one of the the great beauties of economics.

Chart of the Day

This chart from Innosight shows the shortening lifespan (and rising turnover) of companies on the S&P 500, indicating that creative destruction is accelerating:

s&p turnover

Read

The Return of the Brick-and-Mortar Store
Conor Sen, Bloomberg, 05.01.2018

Soy Much Opportunity In These Agricultural Commodities
Tom Bruni, All Star Charts, 05.01.2018

Top 4 Agricultural Stocks Worth Considering To Buy In 2018
Ralf Lai, Investing Haven, 05.02.2018

Carpocalypse Now And Soaring Lithium Demand
Value Walk, 05.04.2018

21% Of AbbVie Inc (ABBV) Shareholders Want To Know How Drug Pricing Is Integrated Into Incentive Programs
Value Walk, 05.04.2018

Karl Marx’s Defenders Should Explain Why His Ideas Never Actually Work
Kristian Niemietz, Foundation for Economic Education, 05.04.2018

Listen

Benedict Evans Talks About the Tech Bubble
Barry Ritholtz, Masters in Business, 05.03.2018

SaveSave

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