Daily Charts

Daily fundamental charts and insights. No macro, no technical analysis.

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[Daily Charts @dailychartsorg]

California's share of tech jobs continues to drop - driven by jobs in software and web search leaving the state. Only the computing infrastructure sub-sector continues to grow. More data at: https://t.co/xYdUkDLRdC.

@Microsoft @Apple @Meta @nvidia @HP

[Daily Charts @dailychartsorg]

Not all of SF has a lot of crime. Only the areas patrolled by SFPD. Areas of the city covered by Federal police have crime rates inline with NYC neighborhoods of similar median income as SF.

SFPD gets paid 50% more on average than Federal police. This is a visual illustration of regulatory capture.

@LondonBreed @SFPD @NYPDnews @USParkPolice

[Daily Charts @dailychartsorg]

San Francisco has a small homeless population. But fewer homeless have shelter than in NYC! SF spends a lot on homelessness every year, but choses not to build many shelters, which are key to realistically enforcing quality of life laws. If people have somewhere to go, then you can curtail vagrancy and property crime. SF's homeless problem is a choice.

#SanFrancisco #homelessness #NewYorkCity

[Daily Charts @dailychartsorg]

San Francisco is the richest city in America - so rich that the entire city has the median income of NYC's richest neighborhoods. Crime levels are different. More in our daily visual newsletter: https://t.co/eg6jrqJEMX

#SanFrancisco #NewYorkCity @LondonBreed @SFPD

[Daily Charts @dailychartsorg]

Cash flow still matters: Companies with the most cash flow (blue) outperformed companies that burned the most cash (red) by 3x over the past decade. Seems like cash-burning companies only do well when there is government support for equity markets.

@Apple @jpmorgan @BankofAmerica @nexteraenergy @DominionEnergy

[Daily Charts @dailychartsorg]

Cash flow still matters. Even though the past decade saw the greatest speculative frenzy in public equity history, the stock price performance of companies that produced the most cumulative cash flow trounced the performance of companies that burned the most cash.

@Apple @jpmorgan @BankofAmerica @DominionEnergy @nexteraenergy @edisonintl

[Daily Charts @dailychartsorg]

Amazon may not pay taxes, but the company has hired far more employees than any other American company. Also worth noting that the stagnant, uncompetitive businesses are the ones that have shed the most employees.

[Daily Charts @dailychartsorg]

@Barmunk @Nestle @PepsiCo @Kellanova_US @MDLZ Maybe it leads people to socialize more?

[Daily Charts @dailychartsorg]

How do people's food habits change when they go on Ozempic? The data is in: they stop snacking.

More daily charts & insights in our newsletter: https://t.co/ztoAdhy7m1

[Daily Charts @dailychartsorg]

iPhone market share in the US has not changed in nearly a decade. Meanwhile, Apple has put on a master class on how to sell more stuff to the same people.

In the past 4 years, iPhone users have bought nearly $1,000 of Apple hardware products that are not iPhones.

@Apple @Samsung @Meta

[Daily Charts @dailychartsorg]

Almost every sector of the economy is seeing a decline in job listings. Construction is the notable exception with the Inflation Reduction Act driving the largest increase in government construction spending since the Great Depression.

@Bechtel @Fluor @WhitingTurner @EMCOR @TutorPerini

[Daily Charts @dailychartsorg]

Large companies are cutting back job listings faster than small companies. Job listings for S&P 500 members in October were down in every industry compared to last year.

#SP500 @Apple @amazon @nvidia @BankofAmerica @jpmorgan