Source: Statista

Source: Axios

Source: Genuine Impact

Winning the Game William Bernstein’s old advice to investors: once you’ve won the game, stop playing. Corporate pension plans just won the game.

A Long Term Look at “Normal” Pull back far enough and the panic about “high rates” starts to look a little silly.

Source: Goldman Sachs 📉 When Everything Moves Together This week’s Chart might make one a little uneasy, and that’s precisely because it looks so calm.

💸 Cassandra and the Capital Cycle At the risk of sounding a bit Cassandra-esque, I return this week with my cautionary tale of the potential for poor returns on capital in the coming years from the current AI cycle. You may remember Cassandra, a...

Source: National Bureau of Economic Research (NBER) 👶 The Baby Bummer Meets the Machines I firmly believe that the key to successful investing over the coming decade or more will be what happens at the intersection of demographic shifts,...

🍼 From Birth to 80, and the 80 That Follow TMost weeks, the article discussing the Chart of the Week focuses on investing or financial market related topics. But every now and again, I run across a chart or, in the case of this week, an...

Is the Gap in the K-Shaped Economy Narrowing? The “K-shaped economy” became shorthand for a two-track world: the top arm of the K climbing while the bottom stalls or slides. We have been living inside that letter for several years now, and most of...