Charts of the Week
Foreign Central Banks Now Own as Much Gold as U.S. Treasuries
January 9, 2026
Foreign central banks' gold reserves have grown to over $3.8 trillion and are now on par with foreign official Treasury holdings.
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Page 35 of 3383Charts of the Week
An Update on AI Market Concentration
January 9, 2026
AI-related stocks account for almost half of the stock market and the majority of its gain.
Charts of the Week
Mortgage Lock-In
January 9, 2026
Many current mortgagees feel trapped by their existing low mortgage rates. Unfortunately there is no easy solution to free up this frozen portion of the housing market.
Charts of the Week
Updating the Stock Market’s Concentration
January 9, 2026
The market continues to rally on the backs of a select few stocks in the S&P 500.
Charts of the Week
Crime Is Down
January 9, 2026
Crime rates of all kind have been falling in the past few years.
Charts of the Week
Alternative Measures of the Housing Market
January 9, 2026
The number of homes sold each month has fallen considerably from the January 2021 high.
Charts of the Week
A Long-Term Look at the 10-Year Real S&P Total Return
January 9, 2026
A long-term look at the 10-year real S&P total return
Charts of the Week
Weekly Research Recap
January 9, 2026
A review of our recently published research
Newsclips
What We’re Reading
January 8, 2026
Commentary & analysis of selected stories on January 8, 2026
Newsclips
What We’re Reading
January 7, 2026
Commentary & analysis of selected stories on January 7, 2026
Newsclips
What We’re Reading
January 6, 2026
Commentary & analysis of selected stories on January 6, 2026
Newsclips
What We’re Reading
January 5, 2026
Commentary & analysis of selected stories on January 5, 2026