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Do we expect this growth to repeat?

Do we expect this growth to repeat.png

The Top Dogs are constantly changing!

The Top Dogs are constantly changing.png

The Top Dogs are constantly changing!

The Top Dogs are constantly changing.png

The global top dog outpaced the global cap-weighted stock market only once in the last 36 years!

The global top dog outpaced the global cap-weighted stock market only once in the last 36 years.png

How expensive are the FANMAG(Facebook, Apple, Netflix, Microsoft, Amazon & Google) stocks?

How expensive are the FANMAG(Facebook, Apple, Netflix, Microsoft, Amazon & Google) stocks.png

Old metrics stopped working

Old metrics stopped working.png

Policy rates

Policy rates.png

Interest rates in the developed world

Interest rates in the developed world.png

Crisis correlation problem: rising correlations

Crisis correlation problem rising correlations.png

Next 10 years investment returns, starting dates 1993 - 2018

Next 10 years investment returns 1993 - 2018.png

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