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Chart of the Day: Long Term Optimism

Today’s Chart of the Day from OurWorldData.org was shared by @petermallouk on X showing the share of the world living in poverty.

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Chart of the Day: Family Business by Share of GDP

Today’s Chart of the Day and comments are shared by my fellow Portfolio Manager Angie Parsons. The chart from Visual Capitalist shows the percent of GDP (gross domestic product) that comes from family-owned businesses.

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Chart of the Day: Not Risking is the Highest Risk

Today’s Chart of the Day from @petermallouk on X and shows the value of a dollar invested in the S&P 500 vs. sitting in cash for the last 30 years.

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Chart of the Day: Corrections are Loud, Recoveries are Quiet

Today’s Chart of the Day is provided by my colleague and fellow Portfolio Manager Angie Parsons. The chart, prepared by YCharts, shows the “Bull Market” (when the market is up 20%) and “Bear Market” (when the market is down 20%) and highlights the duration of each.

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Chart of the Day: Worst Except for All Others

Today’s Chart of the Day from Visual Capitalist ranks the poorest 10% and richest 10% daily personal incomes in various countries.

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Chart of the Day: Average Inheritance

Today’s Chart of the Day is the Average Inheritance by Age Group from a University of Pennsylvania survey of individuals who have received an inheritance.

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Chart of the Day: 30% of the Time

Today’s Chart of the Day is from Vanguard and shows that, since 1980, the stock market has traded in the 10%-20% down range, aka Correction Territory, 30% of the time.

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Chart of the Day: Really Bad Timing May Not Be as Bad as You Think

Today’s Chart of the Day is from Mark Peterson with BlackRock. The chart, going back to 1926, shows the returns if you had been invested on the day when each of the eight worst major events occurred, and then experienced the subsequent stock markets.

The average return since 1926 is 10.4%. Keeping that in mind, the worst was the 2000 tech bubble burst which still resulted in a 7.7% return, and the highest was the 2020 COVID pandemic which had a return of 14.3%.  

Even if one experienced one (or several) of the eight worst events in history, the ranges of returns are not that different than you would expect during less chaotic times. My advice is to ignore the noise, buy good investments, hold steady and repeat.   

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Chart of the Day: 14% Downturns

Today’s Chart of the Day from OneDigital shows the return of the S&P 500 each calendar year since 1980 as well as the maximum drawdown during the year.

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Chart of the Day: Who Do We Owe?

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Chart of the Day: Types of Fraud

Today’s Chart of the Day is from Visual Capitalist detailing and ranking common types of fraud. The report suggests losses are half a trillion dollars annually, which works out to $1,500 per adult in the US.

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Chart of the Day - Trust in Media is 'None at All'

Today’s Chart of the Day is from Gallup and shows the change in American’s Trust in Mass Media from 1972 to 2024. The choice of “None at all” went from a low of 5% in 1972 to the high of 36% in 2024, beating out “Great deal/Fair amount,” which fell from a peak of 68% to its lowest of 31%. 

The article suggests this coincides with the 1980 start of the 24-hour news cycle, further fueled by additional news channels in the 1990s, then the invention of social media in early 2000’s, culminating with the rise of smart phones in the early 2010’s. 

Where do we go from here? We are probably stuck in a three-way split between the categories until a new technology is invented. 

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Chart of the Day: Darkest Before the Light

Today’s Chart of the Day is a classic one provided by Vanguard and was recently updated to reflect 2024 performance. It highlights the best and worst days going back to 1980, and notes that often the best “up” days are right after the worst “down” days.

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Chart of the Day - The Opposite of Shrinkflation

Today’s Chart of the Day is from theHUSTLE with data from the US Census Bureau showing that the median square footage of houses in the US has increased 138%, from 1,048 sq-ft in 1920 to 2,491 in 2020.

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Chart of the Day: Past Performance

Today’s Chart of the Day is from the Financial Times in an article titled “Which funds have incinerated the most value over the past decade?” The fund family ARK is on the top of the list by a large margin because for the last 10 years it lost a combined $13.4 billion.

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