Chart of the Week – April 15, 2026
Our chart of the week shows a notable inflection in big tech as capital efficiency has declined at Meta (Facebook), Alphabet, Microsoft, and Amazon amid
Our chart of the week shows a notable inflection in big tech as capital efficiency has declined at Meta (Facebook), Alphabet, Microsoft, and Amazon amid
This week’s chart highlights that stock-bond portfolios are experiencing one of their weakest months since 2022. The sharp decline in March 2026 is similar to
Our chart of the week looks at long-term investment returns for staying fully invested vs selling at each 5% S&P 500 pullback and buying at
The chart of the week looks at the makeup of some of the largest alternative investment managers. The chart highlights how many of the largest
We often talk about how the economy and stock market are related but not the same. Geopolitical conflicts, especially those involving the Middle East, often
The chart of the week highlights the critical importance of the Strait of Hormuz to global oil flows with the data from 2023. The strait
Our chart of the week looks at historical returns of U.S. small cap stocks as measured by a popular index for the space, the Russell
The chart of the week shows earnings growth broadening across the Russell 3000, signaling that market strength is no longer concentrated in just a handful
This week’s chart highlights a growing divergence between industrial/precious metals and energy prices. These commodity‑related investments have generally moved in the same direction for much
The chart of the week shows home-purchase cancellations have climbed back near a recent high of roughly 16%, showing that a growing number of buyers