Index of /wp-content/uploads/2025/12

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[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-18x18.png2025-12-12 15:07 244  
[IMG]Table-1.-Bulls-versus-Bears-18x18.png2025-12-12 15:07 296  
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-24x24.png2025-12-12 15:07 337  
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-32x32.png2025-12-12 15:07 444  
[IMG]Figure-1.-Capex-of-Top-10-Spenders-as-a-Share-of-2000-largest-U.S.-Equities-Aug-31-18x18.png2025-12-05 09:38 446  
[IMG]Table-1.-Bulls-versus-Bears-24x24.png2025-12-12 15:07 454  
[IMG]Figure-1.-SP500-forward-PE-ratio-vs-subsequent-10-year-annualised-returns-18x18.png2025-12-16 17:05 485  
[IMG]Figure-2.-Big-Tech-Capex-seasonally-adjusted-quarterly-annualised-18x18.png2025-12-05 09:39 569  
[IMG]Figure-1.-Capex-of-Top-10-Spenders-as-a-Share-of-2000-largest-U.S.-Equities-Aug-31-24x24.png2025-12-05 09:38 575  
[IMG]Figure-3.-US-Core-Inflation-Year-ended--18x18.png2025-12-05 09:39 593  
[IMG]Figure-2.-Comparative-returns-since-inception-01052021-to-31102025-After-all-fees-18x18.png2025-12-16 17:06 600  
[IMG]Figure-3.-Comparative-returns-since-inception-to-31102025-After-all-fees-18x18.png2025-12-16 17:08 682  
[IMG]Figure-1.-SP500-forward-PE-ratio-vs-subsequent-10-year-annualised-returns-24x24.png2025-12-16 17:05 691  
[IMG]Figure-1.-Capex-of-Top-10-Spenders-as-a-Share-of-2000-largest-U.S.-Equities-Aug-31-32x32.png2025-12-05 09:38 717  
[IMG]Figure-2.-Big-Tech-Capex-seasonally-adjusted-quarterly-annualised-24x24.png2025-12-05 09:39 722  
[IMG]Figure-2.-AI-taking-on-more-debt-18x18.png2025-12-12 15:07 775  
[IMG]Resize-image-project-8-18x18.png2025-12-04 14:13 783  
[IMG]Table-1.-Bulls-versus-Bears-32x32.png2025-12-12 15:07 849  
[IMG]Figure-3.-US-Core-Inflation-Year-ended--24x24.png2025-12-05 09:39 862  
[IMG]Figure-2.-Comparative-returns-since-inception-01052021-to-31102025-After-all-fees-24x24.png2025-12-16 17:06 866  
[IMG]Figure-1.-SP500-forward-PE-ratio-vs-subsequent-10-year-annualised-returns-32x32.png2025-12-16 17:05 927  
[IMG]Figure-3.-Comparative-returns-since-inception-to-31102025-After-all-fees-24x24.png2025-12-16 17:08 1.0K 
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-64x64.png2025-12-12 15:07 1.0K 
[IMG]Polen-brand-image_-2-18x18.jpg2025-12-01 16:54 1.0K 
[IMG]Polen-brand-image_-2-24x24.jpg2025-12-01 16:54 1.1K 
[IMG]Figure-2.-Comparative-returns-since-inception-01052021-to-31102025-After-all-fees-32x32.png2025-12-16 17:06 1.1K 
[IMG]Figure-2.-AI-taking-on-more-debt-24x24.png2025-12-12 15:07 1.1K 
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-70x70.png2025-12-12 15:07 1.2K 
[IMG]Figure-2.-Big-Tech-Capex-seasonally-adjusted-quarterly-annualised-32x32.png2025-12-05 09:39 1.2K 
[IMG]Resize-image-project-8-24x24.png2025-12-04 14:13 1.2K 
[IMG]Figure-3.-US-Core-Inflation-Year-ended--32x32.png2025-12-05 09:39 1.2K 
[IMG]Figure-3.-Comparative-returns-since-inception-to-31102025-After-all-fees-32x32.png2025-12-16 17:08 1.2K 
[IMG]Polen-brand-image_-2-32x32.jpg2025-12-01 16:54 1.3K 
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-80x80.png2025-12-12 15:07 1.4K 
[IMG]Figure-2.-AI-taking-on-more-debt-32x32.png2025-12-12 15:07 1.4K 
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-99x99.png2025-12-12 15:07 1.8K 
[IMG]Resize-image-project-8-32x32.png2025-12-04 14:13 1.9K 
[IMG]Figure-1.-Capex-of-Top-10-Spenders-as-a-Share-of-2000-largest-U.S.-Equities-Aug-31-64x64.png2025-12-05 09:38 1.9K 
[IMG]Figure-1.-Capex-of-Top-10-Spenders-as-a-Share-of-2000-largest-U.S.-Equities-Aug-31-70x70.png2025-12-05 09:38 2.2K 
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-120x120.png2025-12-12 15:07 2.4K 
[IMG]Table-1.-Bulls-versus-Bears-64x64.png2025-12-12 15:07 2.4K 
[IMG]Polen-brand-image_-2-64x64.jpg2025-12-01 16:54 2.5K 
[IMG]Figure-2.-Comparative-returns-since-inception-01052021-to-31102025-After-all-fees-64x64.png2025-12-16 17:06 2.6K 
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[IMG]Figure-1.-SP500-forward-PE-ratio-vs-subsequent-10-year-annualised-returns-64x64.png2025-12-16 17:05 2.7K 
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[IMG]Figure-1.-SP500-forward-PE-ratio-vs-subsequent-10-year-annualised-returns-70x70.png2025-12-16 17:05 3.0K 
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[IMG]Polen-brand-image_-2-80x80.jpg2025-12-01 16:54 3.3K 
[IMG]Screenshot-2025-12-02-at-4.28.16-pm-18x18.png2025-12-02 16:28 3.3K 
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[IMG]Figure-1.-Capex-of-Top-10-Spenders-as-a-Share-of-2000-largest-U.S.-Equities-Aug-31-99x99.png2025-12-05 09:38 3.6K 
[IMG]JB5066-40068-1125-Roger-Montgomery-Xmas-Web-Banner-717x355-px-V1-18x18.jpg2025-12-05 14:25 3.6K 
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[IMG]Figure-1.-SP500-forward-PE-ratio-vs-subsequent-10-year-annualised-returns-80x80.png2025-12-16 17:05 3.8K 
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[IMG]abc-news--32x32.jpg2025-12-12 14:21 4.0K 
[IMG]Figure-2.-Big-Tech-Capex-seasonally-adjusted-quarterly-annualised-80x80.png2025-12-05 09:39 4.2K 
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[IMG]Figure-3.-Comparative-returns-since-inception-to-31102025-After-all-fees-70x70.png2025-12-16 17:08 4.3K 
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[IMG]Newtons-pendulum-32x32.jpg2025-12-02 16:06 4.3K 
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[IMG]Figure-2.-Comparative-returns-since-inception-01052021-to-31102025-After-all-fees-99x99.png2025-12-16 17:06 4.6K 
[IMG]Polen-brand-image_-2-99x99.jpg2025-12-01 16:54 4.8K 
[IMG]Figure-1.-Capex-of-Top-10-Spenders-as-a-Share-of-2000-largest-U.S.-Equities-Aug-31-120x120.png2025-12-05 09:38 4.8K 
[IMG]Figure-2.-AI-taking-on-more-debt-80x80.png2025-12-12 15:07 4.8K 
[IMG]JB5066-40068-1125-Roger-Montgomery-Xmas-Web-Banner-717x355-px-V1-64x64.jpg2025-12-05 14:25 4.8K 
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[IMG]Newtons-pendulum-64x64.jpg2025-12-02 16:06 5.0K 
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[IMG]Figure-1.-SP500-forward-PE-ratio-vs-subsequent-10-year-annualised-returns-99x99.png2025-12-16 17:05 5.1K 
[IMG]Figure-1.-General-Purpose-Technology-GPT-booms-and-busts-Gartners-hype-cycle-240x167.png2025-12-12 15:07 5.1K 
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[IMG]Resize-image-project-8-64x64.png2025-12-04 14:13 5.8K 
[IMG]Figure-2.-Big-Tech-Capex-seasonally-adjusted-quarterly-annualised-99x99.png2025-12-05 09:39 5.8K 
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[IMG]Newtons-pendulum-99x99.jpg2025-12-02 16:06 6.0K 
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