📈   Chart of the Week 11/2/2025 By Michael Allison, CFA Source: Bespoke Investment Group Don’t Be Early One of the most important and timely questions that investors must ask themselves today is “Where are we?” in the current technological transformation we call Artificial Intelligence. Critically thinking about the answer and getting it right, or at least somewhat right, can create enormous wealth. Or...and this might be even more important these days, prevent its destruc

📈   Chart of the Week 10/26/2025 By Michael Allison, CFA Seasonality…. Am I right? The Chart of the Week shows that 3rd quarter performance for the S&P 500 is historically by far the weakest quarter of the year. Q4 performance by contrast is historically the strongest period, and by a significant margin. After a solid year-to-date showing in the first half of the year, with the S&P 500 up 6.2%, most experienced investors and prognosticators had what many could reasonably c

📈   Chart of the Week 10/19/2025 By Michael Allison, CFA Following on last week’s Debasement Trade discussion, this week’s Chart shows the year-to-date performance of gold, Bitcoin, and Ethereum. It shows quite a divergence thus far in 2025. Gold’s relatively smooth and steady climb has stood in sharp contrast to the choppy and volatile trading patterns of the two leading cryptocurrencies. Many regard cryptocurrencies, Bitcoin in particular, as “digital gold”—a decentrali

📈   Chart of the Week 10/12/2025 By Michael Allison, CFA Source: www.exponentialview.co/p/is-ai-a-bubble The Chart of the Week captures one of the defining investment narratives of the post-2020 era: the so-called “Debasement Trade.” In simple terms, the purchasing power of the U.S. dollar has steadily eroded while asset prices—stocks, homes, gold, and inflation-linked measures—have soared. Since January 2020, gold has risen roughly 148%, the S&P 500 is up over 106%, and

📈   Chart of the Week 10/5/2025 By Michael Allison, CFA Source: www.exponentialview.co/p/is-ai-a-bubble The AI Investment Boom: Gauges...

📈   Chart of the Week 9/28/2025 By Michael Allison, CFA Calm Seas Make for Poor Sailors Since the 20% drawdown this past spring,...

📈   Chart of the Week 9/22/2025 By Michael Allison, CFA AI Adoption: Don't Panic Just Yet I found this week’s Chart especially...

📈   Chart of the Week 9/14/2025 By Michael Allison, CFA The Oracle of Austin This week’s Chart helps build on last week’s musings...

📈   Chart of the Week 9/7/2025 By Michael Allison, CFA Interest Rates - Some Historical Perspective This week’s Chart shows the Fed...

📈   Chart of the Week 8/31/2025 By Michael Allison, CFA There Are More Recipes Than Ingredients When you walk into a kitchen, you...

📈   Chart of the Week 8/24/2025 By Michael Allison, CFA This week’s Chart tells a clear story: mobility in America has been in steady...

📈   Chart of the Week 8/17/2025 By Michael Allison, CFA Source: Goldman Sachs Global Investment Research Index Concentration: A Bit of...

📈   Chart of the Week 8/10/2025 By Michael Allison, CFA The Importance of Staying the Course One glance at the history of S&P 500 bull...

📈   Chart of the Week 8/3/2025 By Michael Allison, CFA AI is the New Railroad (Sort of) This week’s Chart puts the current AI data...

📈   Chart of the Week 7/27/2025 By Michael Allison, CFA Inflation Is Just a Number This week’s Chart makes a powerful visual argument:...

📈   Chart of the Week 7/20/2025 By Michael Allison, CFA Electrifying Opportunity: AI Infrastructure and a New Energy Supercycle For...

📈   Chart of the Week 7/13/2025 By Michael Allison, CFA Foreign Flows and the Outperformance of U.S. Equities Since the pandemic low...

📈   Chart of the Week 7/6/2025 By Michael Allison, CFA Liquidity and Asset Allocation Liquidity is like oxygen when it comes to...

📈   Chart of the Week 6/29/2025 By Michael Allison, CFA The Monetization Dilemma: What's the Business Model for AI? The Chart of the...

📈   Chart of the Week 6/22/2025 By Michael Allison, CFA This week’s Chart comes to us courtesy of my friend and former Eaton Vance...