Stock Buybacks Since 2000 Thanks to tax cuts and low interest rates, the stock market should get around $1 trillion boost via buybacks this year. Image: Goldman Sachs Global Investment Research

Delinquency Rate of Student Loans since 2003 The delinquency rate of student loans is higher than credit card delinquency, auto loans and mortgages. The main reason is that the interest rate on student loans can…

Inflation – Price Changes Over the Last 20 Years in the U.S. Most important things in life are getting more expensive, while toys are getting more affordable. Image: howmuch.net

U.S. Student Debt, Auto Loan Debt, Credit Card Balance, per Capita Household debt balances have been rising steadily in recent years. Image: Deutsche Bank Global Research

Nasdaq 100 and S&P 500 Seasonality The Nasdaq 100 and S&P 500 seasonality chart from 1985 to 2018 (excluding 2008). This is not a forecast. Image: Goldman Sachs

The Performance of “Deflation Assets” vs. “Inflation Assets” Interesting chart showing the performance of “Deflation Asset” vs. “Inflation Assets” since 1960. “Deflation Assets”: Government Bonds, US Investment Grade, S&P 500, US Consumer Discretionary, Growth and…

Dividend Yield of MSCI ACWI Stocks Currently, more than 1,100 global stocks are paying dividends above the average yield of global government bonds. Image: BofA Merrill Lynch

U.S. Recessions by Decade This could be the first decade in history wherein the U.S. economy doesn’t experience a recession. Image: Crestmont Research

U.S. Retail Sales and Food Services vs. Fair Value Model After disappointing U.S. retail sales in September, this chart provides a good forward guide for U.S. consumer spending. The Fair Value Model leads consumption and…

Risk-Adjusted Returns Across the Treasury Strips Curve The distribution of strong returns across the Treasury curve has become very tight. Historically, this marks the beginning of the end. Image: Arbor Research & Trading LLC

Cumulative Fund Flows: Global Equities and Global Government & Corporate Bonds $339 billion in inflows to bond funds globally, and $208 billion in outflows from global equity funds in 2019, as investors fear a global recession…