These nontech stocks can ride the AI build-out for years

The views expressed herein are those of the authors and do not necessarily reflect the views of the National Bureau of Economic Research. Greg Kaplan Disclosure Statement Greg Kaplan Current as of 24 June 2026 Current primary appointment: • Alvin H. Baum Professor, Kenneth C. Griffen Department of Economics and the College, University of Chicago…

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Timing is everything when balancing retirement distributions and moving across state lines.

The Mexican Peso (MXN) capitalizes on a weaker US jobs report and soars versus the US Dollar (USD) on Friday as risk appetite improves and the Greenback gets battered on speculation that the Federal Reserve (Fed) might not raise rates in 2026. At the time of writing, the USD/MXN pair trades at 17.18 after refreshing…

In 2008, the aggregate market value of U.S.-listed firms was roughly one-third higher than that of European-listed firms. By 2023, it was more than 300% higher, a difference of $34 trillion. The valuation gap is broad-based, rather than concentrated among a few superstar firms, and is driven by differences in firm values, not in the…

We did the math over a 30-year period, and it’s not even close.