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"Over the past 50 years, the U.S. has created, from scratch, 241 companies with a market capitalization of more than $10 billion, while Europe has created just 14. The typical company in the top 10 publicly traded U.S. firms was founded in 1985, while in Europe, it was in 1911.

"In 2005, Americans spent $35 billion on their pets. In 2024, this figure has grown dramatically to an estimated $150 billion. Not only is the propensity to own pets higher amongst households, but pets are also living longer, requiring more testing as they age." 𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹

New paper via The Idea Farm absolutely nuking the allocations to alts; has led to massive underperformance since the GFC due to costs (pdf) d1e00ek4ebabms.cloudfront.net/production/upl…

The INVEST AMERICA ACT is included in the Reconciliation Bill. Every child born (3.7 M kids / yr) gets a private investment acct w $1000 in the S&P 500. Called “Trump Accts” in the Bill, they launch for all kids in 2026 w partial access at age 18 & full access at 35. 🇺🇸🚀🇺🇸

Two more stats from Apollo Global Management, Inc. from the episode: ⭐️US private credit as a share of US debt outstanding has grown from 1.7% in 2003 to 6.6% in 2023 ⭐️Bank lending share of total nonfinancial corporate debt has declined from ~50% in 1975 to ~~20% today

Number of Days Working From Home per Week American workers work from home on average 1.6 days per week, which is more than workers in Italy, France, and China. Apollo Global Management, Inc.

McKinsey Global Private Markets Report 2025 Highlights from McKinsey & Company's report: ⭐️ Sponsor-to-sponsor transactions as a share of total private-equity-backed exit count reached a ten-year high in 2024. ⭐️ Private equity fundraising declined for the third consecutive year in

India’s weight in the global equity index is just 1.9%, trailing its current 3.5% share of global GDP. India is also home to a large number of high-quality companies (>15% 3 year revenue growth CAGR and >15% ROIC). Morgan Stanley

a ton of good charts in the Apollo deck via The Idea Farm apolloacademy.com/wp-content/upl…

It's not just this year, as we have been saying for years, Europe has been outperforming the U.S. over the past two and a half years since the current bull market began in mid-Oct 2022. That outperformance is now 30 percentage points. It's still not too late to diversity if you

New podcast episode with Cole Wilcox, CIO of Longboard Asset Management! The paper "Does Trend-Following Still Work On Stocks?" is one of my all-time favorites. Cole explains why being a good loser is essential for being a good investor, how power laws dominate the stock

At least 40% of the grid is already more than 20 years old in advanced economies. Deutsche Bank

After appreciating about 40% from the end of the GFC (2011), the dollar reversed course earlier this year and is now down more than 5% from its peak this January. Deutsche Bank

Over the last 20 years, dividends have accounted for 73% of total returns in the MSCI EAFE index. Goldman Sachs

“Finally, given the balance of risks, and the likelihood of a downtrend for the U.S. dollar, a resilient and globally diversified portfolio can help give you the confidence you need to stick with your long-term plan. It’s time to get comfortable being uncomfortable.” J.P. Morgan

100+ slide deck on US housing from Apollo via The Idea Farm This slide is the crux of the problem apolloacademy.com/wp-content/upl…

Over the past 50 years, direct government funding for U.S. infrastructure has decreased significantly, with the federal share dropping from nearly 90% to about 60% of GDP. Citi

Compared to software, defense tech startups require longer timelines and more capital to develop solutions. J.P. Morgan