Index - Charts and Terms
One chart you should not miss and one term (business/econ/invest) to know
Dear Readers,
I hope this note finds you well!
Since March 2023, I have been writing Weekly Good Reads where I introduce One Chart You Should Not Miss and One Term (Investment or Economics) to Know in each issue.
My goal is to show via graphics some of the important trends in the market/economy and discuss relevant investment/socioeconomic terms you may have heard about in the news but want to understand a bit more.
I have created an index categorized by topics so you can easily search/revisit these charts and terms. Substack has a great feature where we can hyperlink to any section created as a heading.
I will continue adding to the index and hope you find this reference useful.
Please drop in the comments section if there are any investment or economics topics you are interested to know more about.
Thanks so much for your support!
Marianne
INDEX by TOPICS
One Chart:
Asset Bubbles, Capital Market, Country Risks, Economic Growth, Fed and Interest Rates, Investing, Social, Technology, Valuation
One Term:
Banking, Economic Policy and Trade, Investment Principles, Technology, Trading and Investments, Social, Valuation
One Chart You Should Not Miss (Links)
Asset Bubbles:
Capital Market:
A Visual Breakdown of S&P500 Companies
Stocks and Bonds Showing Contrasting Signals for the U.S. Economy
50 Most Valuable Publicly-Traded Companies in the World (as of August 16, 2023)
Commodities vs. Equities Valuation (1970-2023)
The Magnificent 7 vs. the Rest of the S&P 500 Stocks
Economic Exposures of the MSCI All-Country Index Constituent Markets
Commodities that Benefit the Most from Fed-Induced Rate Cuts
Equity Risk Premium between the US and European Stocks
Institutional Ownership of Large-Cap Tech Stocks
US Active Funds Underperformance vs. Passive
Relative Returns between S&P 500 and Russell 2000 (1-Year Trailing)
The Smallest 1000 US Companies are Unprofitable
S&P 500 Returns After Start of Fed Rate Cut
The Best European Stock Markets
10-Year Expected Return (Nominal)
Useful Decomposition Data of S&P 500
Expected S&P 500 Return in the Next Decade
US Is Not the Only Game in Town
Country Risks:
US Household Debt at $17 Trillion with Credit Card Debt Reaching $1 Trillion
Countries Most (Least) Vulnerable to a $100 Oil Price
Global Debt Reaches $315 Trillion
Most Cited Potential Shocks for the US Over the Next 12 to 18 Months
Economic Growth:
The Rise of the BRICS vs. G7 GDP
The New BRICS - Expands in Global South
Assessment of Own Financial Well-being, Local Economy, and National Economy
U.S. Quarterly GDP Growth and Contribution
Rise in China’s GDP per Capita
Top 10 Producers and Consumers of Oil (EIA)
Economic Growth Contribution by Countries
Gross Domestic Product) GDP versus Gross Domestic Income (GDI)
IMF Real GDP Growth and GDP on PPP Basis
Trade Deficits of the US by Goods
World Economic Growth (IMF Outlook, April 2025)
China As Top World Manufacturer
FED and Interest Rates:
Interest Rates Expectation Divergence
Federal Reserve and Emergency Lending
Federal Reserve Money Financial Condition Index
Lower Treasury Yields and Upside in Economic Surprises
Investing:
The Long-Term Power of Markets
Changing Sector Composition of the S&P500 Index
Duration of Various Asset Classes
Institutional Ownership of Mega-Tech Stocks
China is Back on Investors’ Radar
Social:
The World’s Most Liveable Cities (2023)
The Environmental Impacts of Food and Agriculture
Electrical Vehicle Market Share
Traffic Accident Casualties by Gender
Axios Harris Poll Top 100 Brand Reputation Ranking (2024)
The World’s Most Livable and Expensive Cities (2024)
100 Most Powerful Women (Fortune, 2024)
Content Creator’s Monthly Income Share
US Goods Exports to China by States
Rise in Central Banks’ Gold Demand
Technology:
Garner’s Hype Type for Emerging Technologies in Finance
Where are the Plastics that are Produced?
Inequality from Temperature-Related Deaths
Which Country is Most Innovative?
Views of the Americans, Democrats, and Republicans Towards the Economy
Valuation:
One Term to Know (Links)
Banking:
Banks’ Asset and Liability Mismatch
Industries:
Global Automotive Industry by Market Cap
Clean Energy (the difference from Renewable Energy)
Economic Policy and Trade:
The Fed’s Dot Plot (and a fuller explanation here)
Unemployment Rate vs. Labour Force Participation Rate
Monetary Policy Transmission and its Impact on the Economy
Fed’s Rate Actions in Election Years
The Neutral Rate of Interest Revisited
Net International Investment Position (NIIP)
Investment Principles:
Impact Investing (and it is not equivalent to ESG)
Trading and Investments:
ETF Creation and Redemption Process
Yield Curve and Its Use in Investing
Bond Risk Premium (Term Premium)
TIPS (Treasury Inflation-Protected Securities)
Moving Average Convergence/Divergence (MACD)
T+1 Stock Settlement in the US
Hedge Funds Fees - Two and Twenty
60/40 Portfolio (Why It is No Longer Good Enough)
Economics and Social:
Non-Accelerating Inflation Rate of Unemployment (NAIRU)