The Quiet Erosion: How Inflation Is Undermining India’s Income Growth
by Amit GoelJuly 24, 2026This chart tracks the share of Indian households across four income brackets from FY2021 through FY2031, and at first glance the trend looks
Leveraged ETF Boom: The Hidden Risk Inside the Rally
by Amit GoelJuly 20, 2026The number of US-listed leveraged ETP products is now approaching 700 funds — more than double the count seen at the end of 2024 —…
US Debt Is Rising Faster Than Ever—What Happens Next?
by Amit GoelJuly 10, 2026This chart shows that the United States is projected to run the largest budget deficit in the G7 relative to GDP, even as many other…
AI Infrastructure Spending Is Entering a New Growth Phase?
by Amit GoelJune 25, 2026This chart highlights that the ongoing AI-driven data center buildout is evolving into one of the largest capital projects in modern history. In just six…
If Bond Yields Fall, The Next Leg of the Bull Market May Begin
by Amit GoelJune 16, 2026This chart shows that global long-term bond yields have risen to their highest level since the 2008 financial crisis, marking a significant normalization of financial…
Persistent Inflation Is Becoming a Structural Global Risk
by Amit GoelJune 2, 2026This chart shows that inflation is once again rising faster than wage growth, creating renewed pressure on consumers and weakening real purchasing power. The recent…
Extreme Dependence on AI Is Reshaping the Economy
by Amit GoelMay 22, 2026This chart highlights how strongly the current S&P 500 earnings growth is being driven by artificial intelligence spending. In 2026, nearly 42% of total EPS…
The Great Supply Shock: Oil Markets Enter a Fragile Phase
by Amit GoelMay 14, 2026This chart shows that global oil inventories are falling rapidly and could soon approach critically low operational levels if current supply disruptions continue. The…
When Liquidity Expands but Growth Contracts
by Amit GoelApril 24, 2026This chart highlights that global liquidity has reached an extremely elevated level, with total broad money
This Reset Is Building the Next Bull Run
by Amit GoelApril 15, 2026The chart indicates that the forward valuation of the S&P 500 has declined and is now hovering around...
Market Corrections Create Opportunity, Not Fear
by Amit GoelApril 6, 2026The chart shows that the valuation premium of MSCI India Index over both the MSCI All Country World Index
Markets Absorb Crises — And Still Climb to New Highs.
by Amit GoelMarch 10, 2026The long-term trajectory of the S&P 500 reveals a powerful structural pattern: despite repeated geopolitical disruptions
