Economy

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The long cycle of U.S outperformance may be due for a reversal (Datastream 1985-2020)

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Percentage of U.S households using different technologies (CFR Task Force 1900-2016)

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Secular USD Bull and Bear Markets Over The Last 50 Years (Bloomberg Data 1970-2020)

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Portfolios of "Top Dogs" Underperform the Market (Advisor Symposium 2019)

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10 Largest Russell 1000 Companies (FactSet 2000-2020)

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Owning the Largest Stock Has Badly Lagged Over Time (Ned Davis Research 1975-2020)

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Unprecedented Valuation Dispersion (Sanford C. Bernstein 1974-2020)

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Deja Vu All Over Again (FactSet 1996-2020)

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Value's Sweet Revenge (FactSet 1996-2003)

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Growth's Multiple Expansion Has Been Extreme (FactSet 2016-2020)

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