- The Idea Farm
- Posts
- Chart Friday
Chart Friday
Don’t forget today is the last day to download all my ebooks for free on Amazon…don’t miss out!
Today we’re including just a few charts.
The first chart from our friends at Leuthold demonstrates a common theme we’ve been discussing the past few years. Namely, that Fed policy, and investor behavior, result in dollar flows that change factors. Wheras the late 1990s there was a bubble in tech and large market cap stocks, today you have distortions in yield and low volatility…buyer beware.
The second chart is just “fun”, a history of nominal share prices back to 1500. The author is Kieron Nutbrown, former head of global macro fixed income at First State Investments in London.
—-
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5c747c47-415e-45b7-865b-68550b04bfec/a3ef9a58-fe74-41da-b9bf-7f3103799b71.jpg?t=1702399214)
—-
Website
www.leutholdgroup.com/