Economy

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The G7's Declining Share of World GDP and Population (World Bank 1975-2024)



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High inflation has historically stoked commodity performance

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US Becoming a Single Theme Index

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2024-2025: NO.1 In Overvaluation Across The Board

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S&P Composite Cyclically Adjusted Price-Earnings Ratio (CAPE)

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Periods of Extreme Market Concentration during the Past Century

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Proportion of Funds That Outperform (2015-2024)

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Cumulative Median Alpha by Market Cap Segment

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Active vs. Passive: Performance

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Average annual contributions to premiums for family coverage

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