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The Mother Of All Chart Porn - Presenting Goldman's Top 100 Favorite Charts

Tyler Durden's picture




 

Christmas comes early for chart porn addicts this year, courtesy of Goldman Sachs which has compiled its top 100 favorite charts together in one place.

As Goldman's Hugo Scott-Gall. says:

This is a supplementary chart book to our final Fortnightly Thoughts of the year. In it, we take the best charts that we have published throughout the year and rearrange them to tell the story of the world. Our story is not just of 2011, but also of the years to come, as the world changes at a rapid clip. What follows is a quick read, and hopefully an enjoyable one.

 

However, there?s a very serious thread running through the following pages. It?s one of realignment, as the different speeds of the world's economies are shown starkly through a multitude of lenses, including growth in consumption, resources, number of cities, favourite brands, farming yields, trading partners and the role and size of government.

 

When seen together, the bigger picture of the visible and less visible changes in the world becomes clearer. Our subject matter is drawn from a myriad of areas, from the structure of global trade to the world?s highest paid sports teams.

Enjoy

 

 

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Fri, 12/16/2011 - 09:52 | 1986555 swani
swani's picture

Porn always sells, especially in these difficult times. 

Fri, 12/16/2011 - 09:58 | 1986579 firstdivision
firstdivision's picture

Not very well though, but RedTube hits are way up.

Fri, 12/16/2011 - 10:03 | 1986599 Oh regional Indian
Oh regional Indian's picture

You see, now that the Orwellian Camera is in everybody's phone, everyone who is now cnditioned enough, is out there, porning the web. Masterful.

The best slaves are self-enslaved slaves. Which is most people/slaves.

Asleep at the wheel.

And that first GLI chart.... beautiful. The rest, NUMBers.

ori

/this-that-and-the-4th-reich/

Fri, 12/16/2011 - 10:06 | 1986604 Scottj88
Scottj88's picture

I have seen better doodles at a gradeschool art competition.

These chumps have people pay them for this bullshit?

No matter what chart they draw, it does not mask the fact that this company should not exist the way it does.

Fri, 12/16/2011 - 10:15 | 1986632 BobPaulson
BobPaulson's picture

Considering the practice of trading against their own clients is fairly well documented, I keep asking myself: Is there something I am missing about the services their clients get? I tend to assume there are lots of stupid people out there but that there are still many out there who are smarter than we think. It's that second smaller group of people I can't understand here.

Fri, 12/16/2011 - 11:26 | 1986832 hedgeless_horseman
hedgeless_horseman's picture

 

 

Didn't see this one...

GS down -44% YTD. 

How will Lord Blankfein justify big bonuses?

Fri, 12/16/2011 - 11:46 | 1986896 DoChenRollingBearing
DoChenRollingBearing's picture

+ 1  Ha ha!  Good one!  Got 'em there!

Fri, 12/16/2011 - 12:00 | 1986947 SwimmininNawlins
SwimmininNawlins's picture

It's funny because you think he needs to justify it.

Fri, 12/16/2011 - 12:27 | 1986957 hedgeless_horseman
hedgeless_horseman's picture

 

 

More sad than funny, don't you think?.  Nevertheless, it is likely he will justify paying out big bonuses.  My question is how?

  1. "Must retain quality talent."
  2. "Contractually obligated."
  3. "They're not really bonuses."
  4. "Good for American families."
  5. "Tradition."
  6. "Focused on winning the future."
  7. "How about that war in Iran?"
  8. "We have shareholders?"
  9. "Fuck all you shareholders, we're going private."
  10. "I find your lack of faith disturbing."

 

 

Fri, 12/16/2011 - 12:38 | 1987099 ebworthen
ebworthen's picture

LOL

Yeah, #10 in the GS conference room.

How about:

"Your schwartz is not as big as mine."

"If it were up to God, he would give us twice what we are giving ourselves."

"We are providing trickle down liquidity to N.Y. service workers."

"We need the money for flu shots."

"It's only money."

 

Fri, 12/16/2011 - 12:52 | 1987180 Bananamerican
Bananamerican's picture

"It's only money."

or "proceeds" as the case may be...

fuck mafia charts

Fri, 12/16/2011 - 14:09 | 1987509 Liquid Courage
Liquid Courage's picture

Schwartz is a surname. I think you mean schvantz.

Fri, 12/16/2011 - 12:42 | 1987124 BobPaulson
BobPaulson's picture

He needs to justify them?

Fri, 12/16/2011 - 11:52 | 1986918 DaveyJones
DaveyJones's picture

if by clients, you mean our government, then yes

Fri, 12/16/2011 - 10:20 | 1986649 SheepDog-One
SheepDog-One's picture

Sure GS lets talk about all these 'trends' and whatnot with the removal of 3 years of ZIRP and rescuing every flailing insolvent bank practically on a daily basis....where would we be then? Wheres that chart?

Fri, 12/16/2011 - 10:21 | 1986654 BobPaulson
BobPaulson's picture

Actually, unless this is supposed to illustrate some strange attractor (for which I would say they need waaaay more data) I dont' see why an x vs. dx/dt graph is more illustrative of an x vs. t graph. Actually, even if you play around with something like the Lorenz equations, it's still just cool pictures. I don't know how you make predictive assessments of stochastic systems from images like this. Is it a complicated way to shrug your shoulders while still trying to imply you are a mensa member?

Fri, 12/16/2011 - 11:05 | 1986773 Biosci
Biosci's picture

You've just described 2/3 of computational biology.  And probably many other fields as well.

Fri, 12/16/2011 - 12:11 | 1986978 kridkrid
kridkrid's picture

Don't tell the students who are borrowing money to finance their graduate degrees (or the profs going for tenure or with tenure or administrators or...).

Fri, 12/16/2011 - 12:41 | 1987116 BobPaulson
BobPaulson's picture

Well, I'm an engineering professor surrounded by this stuff all the time. The funding chasing gig is all about making your incremental contributions look like Nobel prize winning work because apparently just being good isn't enough.

It's sad how many people chase the metrics of excellence, thinking it's a shortcut, instead of just chasing the excellence.

Fri, 12/16/2011 - 12:54 | 1987190 Bananamerican
Bananamerican's picture

"It's sad how many people chase the metrics of excellence, thinking it's a shortcut, instead of just chasing the excellence."

welkome to amerika

Fri, 12/16/2011 - 15:11 | 1987734 Biosci
Biosci's picture

This is not unique to America.

Fri, 12/16/2011 - 11:22 | 1986826 Number 156
Number 156's picture

The GLI chart is really what the death spiral looks like as viewed from above.

Fri, 12/16/2011 - 13:52 | 1987423 lemonobrien
lemonobrien's picture

i don't own a cell phone. live free.

Fri, 12/16/2011 - 14:20 | 1987557 bonderøven-farm ass
bonderøven-farm ass's picture

"When plunder becomes a way of life for a group of men living together in society, they create for themselves in the course of time a legal system that authorizes it and a moral code that glorifies it" ~ Frederic Bastiat.

 

A return to the center....no-thing and every-thing.

Fri, 12/16/2011 - 14:25 | 1987577 Liquid Courage
Liquid Courage's picture

... and a pseudo-science that "explains" it.

I guess Lord Keynes didn't quite get the job done.

Fri, 12/16/2011 - 12:55 | 1987196 Potemkin Villag...
Potemkin Village Idiot's picture

So according to the graph, I suppose we've arrived at our 'Pineal gland' moment?

Fri, 12/16/2011 - 11:12 | 1986797 johnu78
johnu78's picture

Unfortunately you're right!

 

-John
http://www.youtube.com/carmarketer

Fri, 12/16/2011 - 12:33 | 1987072 skohiu
skohiu's picture

Chart looks like a testicle

Fri, 12/16/2011 - 13:00 | 1987224 Bananamerican
Bananamerican's picture

considering it shows the globes leading indicators from '08 to present, I'd say it is...

consider it a Goldman trophy chart of an, as yet, unanswered bollocking ....

Fri, 12/16/2011 - 09:55 | 1986565 firstdivision
firstdivision's picture

I feel like yesterday and today are just levitation of the markets for the Zynga IPO, especially as seeing how GS is the main underwriter.

Fri, 12/16/2011 - 10:12 | 1986618 Matevski
Matevski's picture

Ron Paul Moneybomb today! Time for you Americans to dig deep in your pockets! We over here in Europe are fudged...

Fri, 12/16/2011 - 09:55 | 1986567 Cassandra Syndrome
Cassandra Syndrome's picture

Charts bitchez

Fri, 12/16/2011 - 09:57 | 1986571 GeneMarchbanks
GeneMarchbanks's picture

Charts: if you've seen one, you've seen them all...

Fri, 12/16/2011 - 09:57 | 1986572 scratch_en_sniff
scratch_en_sniff's picture

No download????

Fri, 12/16/2011 - 09:58 | 1986578 High_Pockets
High_Pockets's picture

A requiem for a dream...

Fri, 12/16/2011 - 10:14 | 1986628 GMadScientist
GMadScientist's picture

...and I awoke, faintly bouncing around the room, was the echo of whomever spoke.

http://www.youtube.com/watch?v=EfdcHOtAxhY

Fri, 12/16/2011 - 09:58 | 1986580 equity_momo
equity_momo's picture

Page 12 - the other brics are also set to drive global demand.

*No they are not Jim , no they are not.

 

Page 14 - and hence global trade is bounce to increase.

* Strike 2

 

Page 18 - structural trends in technology should trump cyclical slumps.

STRIKE 3 YOURE OUT.

 

 

More garabage from the Squid. Desperately trying to suck in more punters with this BS Emerging Markets meme.

 

Fri, 12/16/2011 - 10:05 | 1986605 GeneMarchbanks
GeneMarchbanks's picture

Um, yeah. Why do you think they picked 100? Who remembers chart 5 by the time they get to chart 37?

Pointless complexity = obscurantism = GS 'business model'

Fri, 12/16/2011 - 09:58 | 1986581 JPM Hater001
JPM Hater001's picture

I only got to chart 6.  Hair trigger.

Fri, 12/16/2011 - 09:58 | 1986582 Dr. No
Dr. No's picture

I thought it was going to be one of those cheesy picture of all the vampire squid management wishing us a merry christmas.

Fri, 12/16/2011 - 09:59 | 1986583 youngman
youngman's picture

Looks like a brain......hmmm

Fri, 12/16/2011 - 10:48 | 1986724 gmrpeabody
gmrpeabody's picture

That's all I could make out. Perhaps the joke is on us.

Fri, 12/16/2011 - 11:26 | 1986835 buckethead
buckethead's picture

"This is your brain.... This is your brain on squid."

Fri, 12/16/2011 - 09:59 | 1986584 dumpster
dumpster's picture

Fortnightly Thoughts

another 14 night two week observation

called new language fart nightly

Fri, 12/16/2011 - 09:59 | 1986585 vegas
vegas's picture

Looks like a diagram of Stolper's brain. In that case, hide the children.

 

http://vegasxau.blogspot.com

Fri, 12/16/2011 - 10:00 | 1986588 spanish inquisition
spanish inquisition's picture

The obvious name for #1 is "BRAINS....." stated in your best zombie voice

Fri, 12/16/2011 - 10:00 | 1986589 Schmuck Raker
Schmuck Raker's picture

That first chart reminds me of looking down a drain. That's odd.

Fri, 12/16/2011 - 10:00 | 1986591 kridkrid
kridkrid's picture

A bunch of dudes over at the SEC are angry right now.

Fri, 12/16/2011 - 10:39 | 1986699 midgetrannyporn
midgetrannyporn's picture

They can still squint at their gubbermint cell phones.

Fri, 12/16/2011 - 10:44 | 1986713 kridkrid
kridkrid's picture

HA!  The perfect handle.

Fri, 12/16/2011 - 10:02 | 1986594 Alex Kintner
Alex Kintner's picture

The GLI Momentum looks like Goldman's brain. Ooooo. Very curvaceous. Gotta go lay with the 'Five Sisters'. Back in 10 minutes.

Fri, 12/16/2011 - 10:06 | 1986606 Fuh Querada
Fuh Querada's picture

Shit, with these charts you should be able to make a f***king FORTUNE !

Fri, 12/16/2011 - 10:41 | 1986676 hedgeless_horseman
hedgeless_horseman's picture

 

 

"Hello, Mrs. Delgary? Yes, you requested some information about Rio Rancho Properties..."

Fri, 12/16/2011 - 10:09 | 1986613 Lazane
Lazane's picture

  next great commodity swap, water for oil appears in the charts today

Fri, 12/16/2011 - 10:15 | 1986633 barkingbill
barkingbill's picture

looks like something going down a drain...

Fri, 12/16/2011 - 10:17 | 1986638 Shineola
Shineola's picture

Gee, now I can hardly wait to get my fortnightly fiat allotment from my masters so I can lend it back to them. Isn't this S.O.S. just a great bunch.

Fri, 12/16/2011 - 10:23 | 1986658 SheepDog-One
SheepDog-One's picture

Goldman left out the chart showing where we'd be without all this total ZIRP intervention. Its like charting how a marathon runner SHOULD theoretically do in the NYC marathon, but leaving out the fact 3 years ago his legs were cut off.

Fri, 12/16/2011 - 10:26 | 1986667 Eally Ucked
Eally Ucked's picture

First chart looks like kidney before dialysis, the rest is fucken shit, graph art and display that they're still thinking (problematic)

Fri, 12/16/2011 - 10:27 | 1986669 sudzee
sudzee's picture

Everybody looking at sovereign debt, failing banks etc. as the starting point for system failure. I beleive the end comes when one or more insurance co's or a group of individuals demands physical share certificates. This is the epicentre of fraud in the system. Amasing trillions of " someone else's real wealth" into the giant ponzi of derivitives. Think you own your stocks or the real money in your account. Think again. You've been had.

Fri, 12/16/2011 - 10:40 | 1986700 SheepDog-One
SheepDog-One's picture

Yea theres no doubt about that, its all just fluffy cotton candy, paper promises. 

Fri, 12/16/2011 - 10:49 | 1986727 kridkrid
kridkrid's picture

Tell me more.  I don't really own the stock that I think I own (or the stock that my various retirement accounts allegedly represent)?  Tell me what you mean, and feel free to talk to me like I'm a 4th grader.

Fri, 12/16/2011 - 11:05 | 1986768 hedgeless_horseman
hedgeless_horseman's picture

 

 

Write on the chalk board 10 times each:

The cash in my account is fractional reserve cash.

The stocks in my account are fractional reserve stocks.

The gold in my account is fractional reserve gold.

The bonds in my account are fractional reserve bonds.

Anything you think you have in "your" account may have been "lent" out to cover the collateral calls of your broker/dealer.

Fri, 12/16/2011 - 11:21 | 1986823 MsCreant
MsCreant's picture

Anything you think you have in "your" account may have been "lent" out to cover the collateral calls of your broker/dealer.

Corrected that for you by bolding it. 

Hyper-Hypothecation. No limit to it in Europe. We have a 140% limit for it in the US apparently.

Even if you hold the asset you pledge for a deal, they can still pledge and repledge it, to infinity and beyond, and it seems it is legal.

0_o


Fri, 12/16/2011 - 11:44 | 1986858 GeneMarchbanks
GeneMarchbanks's picture

'Hyper-Hypothecation. No limit to it in Europe. We have a 140% limit for it in the US apparently.'

Kind of. What you are looking for is The City of London. As you saw from the last summit, when confronted with this by Merkozy David Cameron didn't want regulation over his hyper-hypothecating overlords.

I'm almost certain Frankfurt has rules against hyper-hypothecation but that doesn't mean Euro banks (just like MF and US and Canadian banks) haven't gone through subsidiaries in ... in... The City of London.

Keiser is right, shut that bitch down.

Fri, 12/16/2011 - 11:28 | 1986838 kridkrid
kridkrid's picture

But I'm actually a step even further removed, right?  Let's say I have a $500,000k in various stuff.  Various funds, kind of generic distribution.  The original poster is saying that those fund managers are the ones who wake up some day and say, "send me certificates".  Is that the "fractional reserve stock" that you talk about?  So multiple funds are referencing the same physical stock, many times over?  They are likely also then representing to clients fractional reserves of what I own?  Am I close? 

Fri, 12/16/2011 - 11:53 | 1986887 hedgeless_horseman
hedgeless_horseman's picture

 

 

If it is a margin account with a debit balance, then a multiple of the debit balance in the US and an unlimited amount in the UK can be pledged as collateral to a creditor of your broker/dealer, who can then pledge it as collateral to their creditors, and so on, forever in the UK system.

So, theoretically, Celente's $100,000 in rehypothecated gold could back all the debt in Europe?

Fri, 12/16/2011 - 13:22 | 1987307 Matt
Matt's picture

I wonder how it works as far as claims go. I mean, if you were accepting hyperhypothecated collateral as a pledge for a cash loan, wouldn't you want to know if you are the second, third, nth person in line if you ever need to try to collect the assets?

I'm sure first pledge assets would have more value over second pledge, etc. The first pledge would be the first to get a claim in the event of a default, I would think. There has to be some kind of disclosure as to how many previous claims there are on an asset.

Fri, 12/16/2011 - 14:26 | 1987580 kridkrid
kridkrid's picture

details schmetails.

Fri, 12/16/2011 - 15:04 | 1987699 Thisson
Thisson's picture

It doesn't work that way - the same party can't pledge the same assets more than once.  Instead, A pledges them to B who pledges them to C, etc.

Fri, 12/16/2011 - 15:32 | 1987819 MsCreant
MsCreant's picture

Thus an unwind when the dominoes start to fall.

Fri, 12/16/2011 - 10:44 | 1986714 Rainman
Rainman's picture

S&P is going to a 1989 level and the Cubs will finally win the world series.

Fri, 12/16/2011 - 10:47 | 1986722 bill1102inf
bill1102inf's picture

GS Intestinal Worm theory. Lovely

Fri, 12/16/2011 - 10:50 | 1986732 Roland99
Roland99's picture

They should publish charts of farts.

would offer better investment advice to its clients.

 

Fri, 12/16/2011 - 15:05 | 1987705 Thisson
Thisson's picture

Talk about "Brownian" motion - haha

Fri, 12/16/2011 - 10:50 | 1986733 Undecided
Undecided's picture

Only chart that counts booze consumption vs debt :p

Fri, 12/16/2011 - 11:14 | 1986791 falak pema
falak pema's picture

Euro group now has the liquidity three year bazooka provided by ECB; what took them so long? Its beyond me this black hole of Eurozone decision making. Not that they have solved their bank/sovereign solvency crisis. But at least they can thumb their noses at the GS short term cabal. On liquidity crunch blackmail. ECB are learning fast the ways of those anglosaxon ass holes who run WS/City. Next we'll know they'll find the balls to do fiscal coordination and eur bonding further down the road in 2013. Sometimes getting yourself into a hole leads to innovative gut reaction. Maybe they will also learn to count.

History often teaches us this as at Thermopylae, or in Anabasis of Xenophon, tales of organising the great defense/retreat plays. On a more gastronomic tone, the french also invented a national dish under dire conditions : the Cassoulet. But that's another story. It has to be served with a good bottle of Faugères; to relieve the dire painful feeling of creative, gastronomic history.

Fri, 12/16/2011 - 11:19 | 1986819 Jlmadyson
Jlmadyson's picture

Anyone want to explain what is going on with the 10 year T note versus the market today. Seems someone really knows something is about to go down while the rest of the market coasts along.

Fri, 12/16/2011 - 12:10 | 1986977 midgetrannyporn
Fri, 12/16/2011 - 11:23 | 1986830 topcallingtroll
topcallingtroll's picture

So many charts
So little time

Fri, 12/16/2011 - 11:57 | 1986901 LouisDega
LouisDega's picture

Yawn... Im gonna die. What else ya got?

Fri, 12/16/2011 - 11:56 | 1986932 Joe Davola
Joe Davola's picture

I think they need a balun and quarter wave line to match their GLI momentum to the rate of change in GLI momentum.

Fri, 12/16/2011 - 11:59 | 1986943 DaveyJones
DaveyJones's picture

They're fond of any chart, as long as it is turned ninety degrees to the left

Fri, 12/16/2011 - 12:01 | 1986949 nyse
nyse's picture

Wish I could print it..

Fri, 12/16/2011 - 12:07 | 1986962 LouisDega
LouisDega's picture

Porn my ass. I just wasted a click hoping to find pictures of Johnny Wadd. What a tease

Fri, 12/16/2011 - 12:53 | 1987185 non_anon
non_anon's picture

psych!

Fri, 12/16/2011 - 12:07 | 1986966 jomama
jomama's picture

fapfapfapfapfapfapfapfap

Fri, 12/16/2011 - 12:41 | 1987118 ebworthen
ebworthen's picture

Chart #1, "The Worm has Turned" looks like a fractal forming.

Fri, 12/16/2011 - 14:27 | 1987584 redux2redux
redux2redux's picture

This is kind of like the Rorschach inkblot tests.

I see a death spiral.

Fri, 12/16/2011 - 12:47 | 1987150 JSD
JSD's picture

I just spontaneously combusted.

Where am I?

Fri, 12/16/2011 - 12:55 | 1987188 whirlybird rules
whirlybird rules's picture

ah yes!  first up...  the famous whirly bird chart!  eventually to fly up its own asshole and disappear!

Fri, 12/16/2011 - 13:56 | 1987438 Stax Edwards
Stax Edwards's picture

Lot of nice charts there fo sho.  Thanks for sharing them TD

Fri, 12/16/2011 - 16:49 | 1987846 Cadavre
Cadavre's picture

The Godsmaked Blankenfien the Hudd says:

"Those who drop their loads at the first signs of empirial porn troopers just need to exercise a little more control."

Fri, 12/16/2011 - 17:50 | 1988349 unununium
unununium's picture

Since when is "Who owns the US?" equivalent to "Who owns US equities?"  A better title for that chart would be "Who is in first loss position?"

Mayhaps bonds and real estate could be important?  And could we see households broken down by net worth, and international investors broken down by country?

Mostly great charts though.

Sat, 12/17/2011 - 20:07 | 1990475 Cadavre
Cadavre's picture

That could be the double secret derivative held under lock and key for generations by the Boned Skull Sorority referred to in elite academic circles as the "Drunken DelGammaP Dey Du Daa". Then again, very similar to an MRI of my uncle's sister's aunt's daughter's neighbor's avocado plant's cerebral cortex while it was getting laid.

The utility of a well executed cubic spline is that it makes senselessness sensible!

That sure look to be a "road map" of rating agency sovereign downgrades - that be the one that's hoped to float the indexes through the engineered blood clot bleed downs of sovereign tokens to their "predelivery" scrap value, automatically triggering Executive Order #UPURS-666 limiting gold convertible paper to "only" S&P financial stock certificates.

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