Chart of the Week – January 5, 2026
January 5, 2026
Our chart of the week examines concentration of the S&P 500’s five largest holdings and their relationship to one-year forward returns. In recent years, there’s
Our chart of the week examines concentration of the S&P 500’s five largest holdings and their relationship to one-year forward returns. In recent years, there’s
The chart of the week examines household cash as a share of financial assets, which is heavily influenced by interest rates and cash yields. Cash
Our chart of the week highlights the growing impact of rising electricity demand on inflation, as measured by the Consumer Price Index (CPI). While the
The chart of the week illustrates what many refer to as the “K-shaped” economy which is the widening divergence in how different income groups perceive
Our chart of the week looks at how the makeup of the largest U.S. companies has shifted dramatically over the past four decades. In earlier
The charts of the week highlight the S&P 500 and how individual companies are performing relative to the index. The top chart displays the number
This week’s chart compares today’s AI-driven rally with the late 1990s technology bubble. During the tech bubble (1996–2000), technology stock prices surged nearly 480%, while
The chart of the week touches on a hot topic right now, concentration risk within the S&P 500, and how it has increased over time.
This week’s chart looks at how technology’s growing influence has reshaped the U.S. equity landscape, with large-cap stocks capturing an outsized share of market performance.
The chart of the week highlights the percentage of active funds that have beaten their benchmarks from 1999 through 2025. Over the years, performance has