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Blog

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Law of Large Losses

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US now comprises c.75% of the MSCI world index, exceeding the early 70s Nifty-50 era

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Small-cap Secular bear longest on record

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Rent vs. Own Cost Continues to Widen

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10 YR rolling total return (annualized)

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Housing Starts Signal Limited Future Supply

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Mortgage rates are high, weighing on housing demand

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Growth in total millionaires over the last decade

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Real Investment Returns During Tariff Regimes

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10 countries with the most millionaires, centimillionaires, and billionaires

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