Slightly different format than usual given quieter time-of-year: focusing on some of the more timeless charts of the ChartStorms of the past year or so... 🤓🧐🤔
1. Plenty of folk out there telling you to buy and hold and dollar cost average and focus on the long-term
Which is all well and good, but just be mindful that lost decades are actually relatively common...
h/t @MikeZaccardi chartstorm.substack.com/p/weekly-s-and…
Which is all well and good, but just be mindful that lost decades are actually relatively common...
h/t @MikeZaccardi chartstorm.substack.com/p/weekly-s-and…
2. Long-Term Perspective on S&P500 earnings
Yes it's out of date, but the key takeaway is that overall longer term -- the trend is your friend. But also note the cycles around the trend (the cycle is an active investors best friend!).
h/t @SamRo chartstorm.substack.com/p/weekly-s-and…
Yes it's out of date, but the key takeaway is that overall longer term -- the trend is your friend. But also note the cycles around the trend (the cycle is an active investors best friend!).
h/t @SamRo chartstorm.substack.com/p/weekly-s-and…
3. Another long-term perspective...
Buffett made his first billion in his early 50's, wasn't until he was 65 that he would make his first 10 billion.
h/t @DividendGrowth chartstorm.substack.com/p/weekly-s-and…
Buffett made his first billion in his early 50's, wasn't until he was 65 that he would make his first 10 billion.
h/t @DividendGrowth chartstorm.substack.com/p/weekly-s-and…
4. Long-Term Shifts...
The US stock market went from 15% of global equity markets in 1899 to 56% in 2021.
What will the next 122 years bring?
h/t @MacroAlf chartstorm.substack.com/p/weekly-s-and…
The US stock market went from 15% of global equity markets in 1899 to 56% in 2021.
What will the next 122 years bring?
h/t @MacroAlf chartstorm.substack.com/p/weekly-s-and…
5. Index (no)Effect
Used to be that when a stock got added/deleted from an index you'd see a big bump/dump, no more.
Perfect example of a market anomaly getting arbitraged out of existence.
h/t @drtimedwards
Used to be that when a stock got added/deleted from an index you'd see a big bump/dump, no more.
Perfect example of a market anomaly getting arbitraged out of existence.
h/t @drtimedwards
6. S&P500 Labor Intensity
"In 1986, it took 8 employees to generate US$1 million in revenue. Today, the S&P 500 is 70% less labor intensive than it was in the 80s"
h/t @ISABELNET_SA chartstorm.substack.com/p/weekly-s-and…
"In 1986, it took 8 employees to generate US$1 million in revenue. Today, the S&P 500 is 70% less labor intensive than it was in the 80s"
h/t @ISABELNET_SA chartstorm.substack.com/p/weekly-s-and…
7. CEO Pay of S&P500 Companies
Snapshot is from a year or two ago, but pretty interesting to see the clustering, range, and tails of the distribution...
h/t @chriswmayer chartstorm.substack.com/p/weekly-s-and…
Snapshot is from a year or two ago, but pretty interesting to see the clustering, range, and tails of the distribution...
h/t @chriswmayer chartstorm.substack.com/p/weekly-s-and…
8. Computers vs Humans
Apparently computers manage more AUM than humans...
h/t @StatistaCharts chartstorm.substack.com/p/weekly-s-and…
Apparently computers manage more AUM than humans...
h/t @StatistaCharts chartstorm.substack.com/p/weekly-s-and…
9. Founders vs Flounders...
Founder-led companies have historically outperformed the rest. Makes sense.
h/t @_inpractise chartstorm.substack.com/p/weekly-s-and…
Founder-led companies have historically outperformed the rest. Makes sense.
h/t @_inpractise chartstorm.substack.com/p/weekly-s-and…
10. Interesting food for thought on founders...
"the older you are, the more likely you are to succeed as a startup founder" (sweet spot seems to be 50's).
Not only is it never too late to start, it might even be better to start later.
h/t @ASvanevik chartstorm.substack.com/p/weekly-s-and…
"the older you are, the more likely you are to succeed as a startup founder" (sweet spot seems to be 50's).
Not only is it never too late to start, it might even be better to start later.
h/t @ASvanevik chartstorm.substack.com/p/weekly-s-and…
Weekly ChartStorm write-up will be published soon...
Meantime be sure to subscribe: chartstorm.substack.com
Meantime be sure to subscribe: chartstorm.substack.com
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