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US Large Caps outperformed US Small Caps by 5% in 2025, their 5th straight year of outperformance. That ties 1994-1998 for the longest streak of Large Cap outperformance ever. That prior streak was followed by 6 straight years of Small Cap outperformance (1999-2004)

00:01 - 13/01/26

 

Τhe path of two-year yields (and fed policy) both suggest that dollar weakness is likely to continue from here

 

The US National Debt increased by another $2.3 trillion in 2025, ending the year at $38.5 trillion.

 

Amazon: 1,000,000 robots. 1,500,000 employees.

 

 

Here's THE MOST incredible stat from Warren Buffett’s tenure as CEO of Berkshire: 98% of his current net worth of $151 billion was generated AFTER he turned 65. "My life has been a product of compound interest." - Warren Buffett

 

 

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