David (@contango) profile picture

Great solutions start with good dialogue

Hartlepool, England
Joined April 2007
Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)
The legend of the Moon Rabbit is common in Asian Folklore and Aztec mythology en.wikipedia.org/wiki/Moon_r…
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Our analysis helps you prepare for future opportunities and risks. We don't just report on what has already happened. Please join us on Thursday to celebrate our 10th birthday! events.teams.microsoft.com/e…
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Dry January going great so far.
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The smartphone market is in long-term decline. And companies are responding very differently to the downturn. Samsung is adding features such as ‘foldables’. But Apple is building services business to provide annuity revenue for the future. new-normal.com/consumer-dema…
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Hugely proud to be part of this
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Fundamentals are re-asserting themselves in equity valuations ...
Stock markets have been on a wild ride as central bankers decided they had become “Masters of the Universe”. But now markets are relearning their key role of price discovery. This is proving very painful for those who believed “stocks can only go up”. new-normal.com/uncategorized…
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A year ago, almost all analysts were bullish on the outlook for stock markets in 2022. People who followed them could have lost a lot of money. But our new pH Report Sentiment Index gave a different view, as the chart shows. new-normal.com/uncategorized…
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Come visit our Hartlepool campus this Saturday on our degree-level open day! Our open days are a great way for students to find out more about their subject of interest, see our facilities and get a feel for our community! Book your space here: northernart.ac.uk/22417-2/
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Demonstrations against lockdown are spreading in China. People are watching the World Cup and can see for themselves that the rest of the world is living a normal life again. And in the background, the real estate bubble is continuing to burst. new-normal.com/economic-grow…
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When Twitter goes down, where do we go to moan about Twitter being down? #RIPTwitter
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With rising gas prices, fertiliser prices have risen sharply, and food supply is the next crunch point for the world
Chemicals remain the best leading indicator for the economy ...
Replying to @JackFarley96
Chemical prices are effective leading indicator for the global economy, h/t @paulhodges1 (I'm interviewing Paul soon) Link to Shell update: shell.com/media/news-and-med… For full picture, I recommend downloading the quarterly chart book shell.com/investors/results-…
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Oil use avoided by electric vehicles has more than doubled since 2015 via @BloombergNEF. Also a neat-reminder that the EV revolution so far is mostly on two and three wheels. bloomberg.com/news/articles/…
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Consumers around the world are tightening their purses and cutting back on non-essentials as the impact of the 4 Horsemen of the Apocalypse - Covid, the war, food shortages and rising interest rates - increases. new-normal.com/consumer-dema…
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Smartphone sales tell us a lot about how consumers are feeling
Consumers around the world are tightening their purses and cutting back on non-essentials as the impact of the 4 Horsemen of the Apocalypse - Covid, the war, food shortages and rising interest rates - increases. new-normal.com/consumer-dema…
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It’s going to be a very difficult winter for everyone as Europe bids up energy/food prices to keep its people warm and fed. And it would never have happened if policymakers had recognised the importance of geopolitics, energy markets and demographics. new-normal.com/economic-grow…
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Isochrones 😍 ! This map shows you how far a 5h train ride will take you, departing from any city in Europe. chronotrains-eu.vercel.app/ Inspired by Direkt Bahn Guru by @juliustens.
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The US is moving into recession as the Atlanta Fed chart confirms. Chemicals have warned of this for some time. But policymakers/analysts remain in Denial about the economy. They focus on computer models and ignore the real world outside their window. new-normal.com/economic-grow…
We're celebrating an extraordinary 91% student satisfaction across our degree courses in this year's National Student Satisfaction Survey! Read more ➡️ northernart.ac.uk/the-northe…
Quite an embarrassing but predictable day for the UN Population Division.
It's #WorldPopulationDay and the UN has just released its new World Population Prospects for 2022. At @OurWorldInData we've built a new population data explorer for you to explore it all: ourworldindata.org/explorers… 🧵👇A thread with some of the highlights:
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