The 12 Charts Recapping The 12 Months Of 2012

Tyler Durden's picture


From Gas Prices to Food Stamps; from 'Bulk Ammo' to Consumer Confidence; and from Earnings to Economic Data, these 12 charts of the 12 months of 2012 are definitely Not Jim Cramer's.















PDF available here.

(h/t @Not_Jim_Cramer)

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Sun, 12/23/2012 - 14:34 | 3091568 booboo
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Sun, 12/23/2012 - 14:42 | 3091586 knukles
knukles's picture

Glad everything can't get any worse than it is.
Wadda relief.



Sure hope to hell that the homily my equity brethren are fond of using "It's never different." is dead wrong this time.  Another 4 years of this and ain't gonna be anybody left working to tax but the 1%

Sun, 12/23/2012 - 15:25 | 3091640 Kayman
Kayman's picture

Might have to pull a Grenada on the Cayman's. Although Barry would have to let Buffett and Soros know first.

Sun, 12/23/2012 - 15:41 | 3091660 Zer0head
Zer0head's picture

before they block these flights track the latest in flying private at $60m+++ per copy

GulfStreams just relaease G650

delivered Las Vegas (Steve Wynn???)


and (they blocked this already) to Exxon

Sun, 12/23/2012 - 16:10 | 3091691 otto skorzeny
otto skorzeny's picture

having to go through customs is for suckers

Sun, 12/23/2012 - 16:43 | 3091736 goldfish1
Sun, 12/23/2012 - 20:22 | 3091977 Thomas
Thomas's picture


Sorry to hijack a thread here but I just wanted to thank you guys for all the thoughtful comments on my 2012 Year in Review (Thomas = David Collum). My thanks would not be seen if I put it in the thread itself. Wanna communicate directly, try dbc6 at


Mon, 12/24/2012 - 09:45 | 3092582 francis_sawyer
francis_sawyer's picture

Here's the chart on how many bankers have gone to jail in the same time period:



100                                                                                            100

50                                                                                               50

20                                                                                               20

10                                                                                               10

0 -------------------------------------->---------------------------------> 0


Sun, 12/23/2012 - 20:46 | 3091999 FreedomGuy
FreedomGuy's picture

Let's show the charts the Obama administration would put up. They would show charts of how bad or how much worse it would have been except for the inspired leadership of our great President. I am sure unemployment would have been 200% or more if he had not undone the Bush damage. I bet 400 million Americans would be on food stamps and all 57 states would be in severe depression. Gun sales in Mexico were way up thanks to the efforts of this administration improving our balance of trade. That does not show up in the background check chart.

So, while you shake your head at the current charts, stop and think how much worse it might have been without the heroic efforts of the current administration...and be thankful. The next four years will be more avoiding the abyss of "how much worse" economic charts, too.

Sun, 12/23/2012 - 15:58 | 3091681 Freddie
Freddie's picture

Note the MI Consumer Confidence went up before the election. Not that Romney was any prize but anything is better than O.  It tanked right after the rigged election.   Looks like based on web stories that Hollywood, TV, CNN and MSNBC want whites disarmed.  F them.

Sun, 12/23/2012 - 17:27 | 3091788 kaiserhoff
kaiserhoff's picture

Wait a minute.  Which consumers are confident?  Oh yeah, gubbermint workers and welfare queens.

Took a while to warp my brain around that.  Gawdhelpus.

Sun, 12/23/2012 - 17:31 | 3091791 NumberNone
NumberNone's picture

Foodstamp roles stuffed prior to elections...jobless claims unexepected drop prior to elections...consumer confidence soaring prior to election.  Sure looks like the table was set for the desired election outcome.  Probably a good bet to expect jobless claims to follow consumer confidence into negativity as all the companies that held off layoffs until after the elections make up for lost time.  

Mon, 12/24/2012 - 12:02 | 3092931 SanOvaBeach
SanOvaBeach's picture

Who is "them" or perhaps "they", that manipulated the election?  Did "they" or "them", meet w/ POTUS and decide how to manipulate (massage) the #'s so Obama would win!  Was there a meeting w/ the BLS and leaders of the Democratic party to do this?  How was this meeting kept secret?  Perhaps it was done w/just phone calls.  You seem to have the inside track.  Are you super-connected with the seats of power?  Actually, your so full of shit it is running out of your fucking ears.  Do you have proof of this manipulation of the stats?  Of course not!  All it is, is a hyper-paranoid opinion from a jerk-off that is still living at home wiith his mommie and daddie.  Did you finish HS?  Are you on medication?  Do you own a AK-47 w/ a high-capacity clip?  Do you have a stash of canned goods?  Do you live in a cave or bomb shelter w/ mon abd dad?

Tue, 12/25/2012 - 19:33 | 3095382 Nick Jihad
Nick Jihad's picture

That's an impressive collection of insults, but somewhat lacking in persuasiveness.

Now, take a look at the chart showing cumulative adjustments to jobless claims. Note the relentless consistency of the upward revisions, totalling nearly 200K over the course of 2012.  Most people think that this demonstrates clear bias on the part of the BLS, in favor of the Obama administration. Don't you agree?

Sun, 12/23/2012 - 17:52 | 3091815 edb5s
edb5s's picture

That chart makes it pretty goddamn clear that the figure was/is being manipulated.

Mon, 12/24/2012 - 12:14 | 3092971 SanOvaBeach
SanOvaBeach's picture

I wish I could see things as clearly as you do!  You must have graduated at the top of your class!  Did all the voters review these stats before they voted?  Do you have a crystal ball up you ass?  I know a good surgeon that can take care of that for yea.  Do you get up in the morning and kiss the mirror because you know your a fucking genius?  Perhaps you know who manipulated these stats so Obama could win.  Last but not least, since your such a blowhard, you must be running for office.  This year? Next year?

Mon, 12/24/2012 - 09:56 | 3092607 SanOvaBeach
SanOvaBeach's picture

How was the election rigged?

Mon, 12/24/2012 - 10:02 | 3092616 GetZeeGold
GetZeeGold's picture



I blame the bots.....we waterboarded far nothing.

Mon, 12/24/2012 - 14:08 | 3093293 SanOvaBeach
SanOvaBeach's picture

That proves it right there. Two (2) negatives for just asking a question? You two (2) must shit ice cream and really consider yourselfs and your stupid opinions beyond challenge.  Real "true believers."  Your both so unread that you don't even know who coined that phrase.  Happy Holidays anyway!  I'm sure your both very happy in your complete ignorance of the issues and unable to make any intelligent arguements.

Sun, 12/23/2012 - 16:35 | 3091724 chubbar
chubbar's picture

OT, but somewhat related, a good article on how QE does cause inflation (as opposed to the idea that these are just parked at the FED).

 You'll probably have to go to the article to get the graphs and complete the article. Excerpt: "

First, let’s dispel on a priori grounds Bernanke’s assertion that the amount of cash in circulation is not changing with the Federal Reserve’s QE programs. It most definitely is. True, the Federal Reserve’s asset purchase programs are creating reserves, dollar for dollar, with banks currently stockpiling the lion’s share of those monies at the Federal Reserve. However, it’s equally true that those same asset purchase programs are creating cash in circulation; that is, money, dollar for dollar, at the very same time. Simply said, the Federal Reserve’s asset purchase programs mean the Federal Reserve is creating both reserves and money, in lock step and to the full extent of its asset purchase programs.

Using the Federal Reserve’s recently announced QE II program as an explanatory vehicle, here’s how it works…

The Federal Reserve will be purchasing $600 billion in Treasury securities through the second quarter of 2011, about $75 billion per month from 18 licensed security dealers and most likely from some foreign official institutions too. It will pay for these Treasury securities by writing checks on itself, totaling $600 billion in aggregate, $75 billion per month. Those checks are money orders, to pay cash to these security dealer(s) and/or foreign official institution(s) in return for their Treasury securities. So, upon the sale of their Treasury securities to the Federal Reserve, those security dealer(s) and/or foreign official institution(s) will deposit their checks in their respective bank accounts, and in so doing get cash in the form of deposit money. And the banks, when they turn those checks over to the Federal Reserve for payment, will get reserves in the form of deposits at the Federal Reserve. In sum, those checks, which spring directly from the Federal Reserve’s QE program, become both deposit money and reserves, dollar for dollar, with each and every asset purchase. Bernanke then has given the good students at Jacksonville University only half the story. The Federal Reserve’s QE II purchase program will not only be spiking reserves by $600 billion, but it will also be spiking the money supply by exactly the same amount.

Now, with Bernanke’s position dispelled on a priori grounds, let’s finish the job with the facts. Have a look at the money supply under the Austrian formulation of money:

Does this look like cash in circulation is not changing? Indeed, as we report regularly through our Monetary Watch series, money supply under the Austrian formulation of money, which Austrians have coined the True Money Supply or TMS, has been growing at double digit rates for some time now, 21 consecutive months to be exact, with the latest month showing a year over year rate of increase of 11.2%. And what has been the primary cause of this money supply explosion? QE I, which beginning in September 2008 not only pumped roughly $1.5 trillion of reserves into the economy but pumped the same $1.5 trillion of money into the economy too.

To solidify that fact, have a look at this chart:

Let’s analyze, starting with some definitions…

The money supply is a function of three monetary drivers, the sum of which represent the total supply of money in the economy:

  • Covered money substitutes
  • Uncovered money substitutes
  • Currency in circulation

Covered money substitutes are deposit money which upon their issuance are “covered” 100% by the reserves of the issuing bank – those reserves being monies held either as vault cash or as defacto cash in the form of deposits at the central bank. In today’s monetary system, covered money substitutes are overwhelmingly the direct and immediate result of central bank asset purchase programs. As discussed above, their effect is to increase both the supply of money and the reserve cover against that supply by the full amount of the program.

Uncovered money substitutes are deposit money issued by private banks where the reserves kept by the issuing banks against those money substitutes are less than the total amount of those substitutes. Through what is called the pyramiding of reserves, uncovered money substitutes can and are literally created out of thin air by private banks.

Currency in circulation is central bank notes plus government token coins – in the U.S. Federal Reserve notes plus Treasury token coins. Its issuance is the exclusive, government-protected privilege of these institutions. By and large, it is a passive activity, a function of the public’s desire for money in the form of currency in lieu of money substitutes, issued when the public redeems their money substitutes for currency.

Now, with those definitions in mind, have another look at the chart above. The Federal Reserve commenced its QE I program back in September 2008. On queue, the money supply exploded. Is there then any doubt who and what has been the primary force behind the surge in the U.S. money supply these past two years?"

Sun, 12/23/2012 - 20:55 | 3092005 RiverRoad
RiverRoad's picture

Nice work chubbar.

I wonder what happened to those 'old" money measurements the government used during the 70's financial fiasco re the money supply such as "x amounts in checking accts." etc., prior to Volkers stepping in and righting the ship?  Funny how it's different measurements each time....

Wed, 12/26/2012 - 22:51 | 3098029 FreedomGuy
FreedomGuy's picture

Chubbar, it is posts like yours that keep me reading ZH. Thanks. What are the odds we will ever get an Austrian School Fed, lol? I think by definition it would be impossible.

Sun, 12/23/2012 - 21:28 | 3092058 Stoploss
Stoploss's picture

Barry is sooo fucked.

Sun, 12/23/2012 - 14:38 | 3091575 Rusty Diggins
Rusty Diggins's picture

On the first day of Christmas my true love gave to me....


Thanks Hedgies!

Sun, 12/23/2012 - 14:39 | 3091576 otto skorzeny
otto skorzeny's picture

all these charts scream BUY SPY!. also-will ammo prices be going up as the dealers restock-did this happen after the 2008/9 ammo run? I bought the last  7.62x39 bulk box left for sale in the US yest morning at Gander Mt

Sun, 12/23/2012 - 15:20 | 3091630 Bad Attitude
Bad Attitude's picture

The 2008/20099 ammo shortages may have been exacerbated by military demands in Iraq and Afghanistan. But, this weekend, the ammo shortages look just as bad, and we only have one active war. In talking to the clerks at my local Walmart, they have told of people buying their entire inventory of the popular calibers.

Dear Leader has been an incredible salesman for the firearms industry.

Buy beans, bullets, and bandages, bitchez!


Sun, 12/23/2012 - 16:00 | 3091676 Freddie
Freddie's picture

A relative went to Gander Mountain the other day and they said half of the store looked like it was guns and ammo.

"A partridge and a case of .223."

I saw on youtube that black racist Jamie "kill white people" Foxx and other Hollywood scum actors are pushing a public service announcement to disarm the public.

One example of massacres they mentioned was Fort Hood!!  They knew Hassan was an Islamic mole. A why is an army base a gun free zone?  Dear Leader Mullah O has been pandering to Hassan too.  These people are so evil.

Sun, 12/23/2012 - 16:13 | 3091693 otto skorzeny
otto skorzeny's picture

the gander I went to was wiped out of ARs(for some reason stores in Chi burbs are offended if you ask for AKs) and all of the popular ammo was gone. the heat is on with the MSM screaming that "we"(whoever the fuck that is) need to do something about guns-although it gives me great hope that Biden was put in charge of it.

Mon, 12/24/2012 - 10:05 | 3092619 GetZeeGold
GetZeeGold's picture



Checked Bass Pro Shops......nuttin but crickets chirping over there.

Sun, 12/23/2012 - 19:01 | 3091873 Rogue Trooper
Rogue Trooper's picture

Merry Xmas Freddie... I hope you case come though for your 'rabbit gun' AR15 ;)  Myself, I prefer a real calibre designed for purpose a .308.

LONG M1A (A bonus it's darn easy to clean!)

I for one enjoy your posts.  You say the things that the TROLLS do not want to hear so you get much flak.

Keep up the defense of FREEDOM in 2013.  From the other side of the world!

/Rogue Trooper



Sun, 12/23/2012 - 14:38 | 3091577 ar01
ar01's picture

...yet we keep forging on.

Sun, 12/23/2012 - 14:40 | 3091581 otto skorzeny
otto skorzeny's picture

i believe the correct term is "pretending on"

Sun, 12/23/2012 - 14:44 | 3091589 Tirpitz
Tirpitz's picture

And the loss of direction we try to make up by increasing speed.

Sun, 12/23/2012 - 14:48 | 3091587 q99x2
q99x2's picture

If the FEDs (traitors) start gun collections after the new year you'll know the end is nigh. That wasn't in the Bible was it? I only remember something about a pregnant woman and not coming off a roof. Although I don't know why a pregnant woman would be on a roof in the first place. 

Sun, 12/23/2012 - 14:44 | 3091588 knukles
knukles's picture

Wonder what the CPI would look like if guns, ammo, survival gear and "emergency" rations were included?

Sun, 12/23/2012 - 15:01 | 3091610 akak
akak's picture

According to official BLS doctrine, the "hedonic" value of guns, ammo, survival gear and "emergency" rations is zero, so their inclusion in the CPI would be moot.

Sun, 12/23/2012 - 15:46 | 3091670 seek
seek's picture

Long term survival food CPI is zero or even negative, gun CPI is about 10%, and ammo CPI 15%.

I got curious so I pulled some past price quotes. Doing same-store comparisons on ammo was impossible due to everyone being sold out, but my calculations for .223 show an inflation rate of 15.5% over the past two years. ($449 to $599)

For a freeze-dried year's supply, I was shocked to find it was -8%. I think this related to the fact there was a freeze-dried food shortage several years ago. ($3649 to $2699)

For MREs, 24 entrees for $54 in '03, 10 years later, $65, inflation rate of 2%.

As for guns, in '93, one could get a SKS for $63. Current pricing is $500, so inflation rate of 11% per year.

in '94 you could get a 870 Express security model for $280. $339 for closest model today, rate of 1% per year. (So the real rate is negative!)

In '96 you get get a post-ban FN-FAL for $410, currently going for $1,400, so a rate of 8% per year.

So survival food CPI is zero or even negative, gun CPI is about 10%, and ammo CPI 15%.

Go long shotguns and freeze-dried, I guess.

Sun, 12/23/2012 - 16:45 | 3091740 captain_menace
captain_menace's picture


Thanks for that.

Sun, 12/23/2012 - 14:56 | 3091602 stant
stant's picture

4thq earnings up over 4thq arming. maybe the cold civil war2 is going hot. not good for confidence in the$.

Sun, 12/23/2012 - 15:16 | 3091626 otto skorzeny
otto skorzeny's picture

what else is there-for the majority of the world the US dollar is THE currency to use in any transaction-legal or illegal. when i start to see mexican drug lords found with pallets of rembini-then i'll rethink

Sun, 12/23/2012 - 17:04 | 3091765 Jendrzejczyk
Jendrzejczyk's picture

The drug lords {and terrorists} are going for gold now, which is why you will see gold transactions being reported to, and tracked by our dear leaders. The criminals transactions will of course be off record, but your coin shop purchases will be duly noted.

Sun, 12/23/2012 - 15:00 | 3091608 tooriskytoinvest
tooriskytoinvest's picture

The End of The US Recovery? Rising Prices For Essentials, Systemically High Unemployment, Stagnant Wages, Profound Behavioral Issues, Debt & Liabilities Set To Increase $70 Trillion, Central Banking Measures Have Lost Their Effectiveness, And ‘Fiscal Cliff’ Reckoning Day Is Near


Sun, 12/23/2012 - 15:16 | 3091627 Oldballplayer
Oldballplayer's picture

But this time its different, right?

Sun, 12/23/2012 - 15:18 | 3091629 I am Jobe
I am Jobe's picture

Yes we can Yes We can


Sun, 12/23/2012 - 15:17 | 3091628 I am Jobe
I am Jobe's picture

More vacation

More golfing

Sums it all up

No solution in sight. Might be the last so called Christmas.


Sun, 12/23/2012 - 15:22 | 3091634 max2205
max2205's picture

So in 5 years the FBI did 100 MM background checks?!

Sun, 12/23/2012 - 15:23 | 3091637 LoneStarHog
LoneStarHog's picture

Well...these charts are for America...what about the charts for those living in Cramerica?

Sun, 12/23/2012 - 15:31 | 3091648 I am Jobe
I am Jobe's picture

Things r looking up. More Hope and change coming American Dream Fades for Generation Y Professionals


Sun, 12/23/2012 - 16:15 | 3091695 otto skorzeny
otto skorzeny's picture

they should have tossed Gen X and Millenials in for good measure

Sun, 12/23/2012 - 15:33 | 3091655 TumblingDice
TumblingDice's picture

What the fuck is a prudent saver?

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