U.S. Business Expansions Since World War II: Chart

The chart shows the many periods of business expansions in the US since World War II. The current expansion that began during the depths of the GFC in 2009 is one of the longest on record lasting over 100 months. The previous long bull market was during the golden age of hi-tech from 1991 to …

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Stock Market Peaks of G-20 Countries Since Global Financial Crisis

The US equity market reached a new record high since the Global Financial Crisis(GFC) in July this year. Since that peak the market has been wobbly to say the least. None of the other global markets have reached a peak this year. In fact, some markets like Russia, Brazil and Canada reached their peaks since …

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U.S. vs. Emerging and Other Developed Markets

The following is a neat chart compares the US with other markets in terms of key factors like populations, GDP, stock market capitalization and bonds outstanding. Click to enlarge The US accounts for just 5% of the world population. But generates 15% of the global GDP. In terms of stock market capitalization it is even …

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Global GDP Share vs. Equity Opportunity Set

The following chart shows the world GDP share between the US, other developed and emerging markets and the global equity investment opportunity set. The US accounts for just 15% of the global GDP but over 31% of firms over $5 billion in market capitalization in the world are US-based. This is because many of the …

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