# \[COFFEE\] History and histories: historical data, charts, long-term trends in investment **URL:** \ **Category:** Coffee\ **Created:** [July 13, 2022, 9:21am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693 "2022-07-13T09:21:31Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [July 13, 2022, 9:21am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/1 "2022-07-13T09:21:31Z")
I like history and I think everyone should have an idea about the past. I saw recently one historical chart and have thought it would be interesting to collect some investment related (50y+ or so) ones. For a general education and as a help to disperse FUD. I can imagine we can also discuss what’s wrong with them. There were already various charts posted throughout the forum, and if we can collect them in one place, it would be nice I think. ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [July 13, 2022, 9:38am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/2 "2022-07-13T09:38:06Z")
This chart showin the historical development of Dow Jones index overlaid with various historical events. Extremely US biased, of course, but still very instructive I think. > **[DOW JONES for DJ:DJI by EXCAVO — TradingView](https://www.tradingview.com/chart/DJI/EUhj644m-DOW-JONES/)** > > Dow Jones Industrial Average is the oldest index in the world. > The index always shows what is happening with the US economy - the largest economy in the world. > > Let's look at the chronology of important economic events since 1916: > > 1916 Lusitania -... It is correct that Dow Jones is the oldest stock market index, but unfortunately it means that the way it is constructed is really terrible. First it’s a price Index, so in theory the value is obtained by summing-up prices of underlying components. A more correct way is a market capitalization weighting. There are some kind of weights used to calculate DJI nowadays, but I don’t think there were many options in 1896. Second it doesn’t count in reinvested dividends, which one should do to obtain the total return. This is a common problem with stock market indices anyway. So when chart’s author writes that it took 25 years to recover from the great depression, this is wrong. A portfolio with reinvested dividends would recover faster. ---
**Author:** ![klik](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/k/58f4c7/32.png) [@klik](https://forum.mustachianpost.com/u/klik)\ **Post date:** [July 13, 2022, 10:53am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/3 "2022-07-13T10:53:53Z")
![IMG_20220713_124952_025](https://forum.mustachianpost.com/uploads/default/original/2X/a/a988a79d12d314fc45ccaf5fdcaed951852da564.jpeg) This one shows 90 years of US small cap value divided by SNP 500. The main point being that there are very long periods where you have to endure the pain and stick to your strategy to be compensated. Caveat, in the past there was no actual fund that you could pick to execute this strategy for you. ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [April 26, 2023, 6:33am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/4 "2023-04-26T06:33:03Z")
Not that historical, but still interesting and illustrates discussion that pops up often: ![](https://forum.mustachianpost.com/uploads/default/original/2X/4/4597c6b88a4e3d7b238e461a2ee7e40987c1e977.png) ---
**Author:** ![Luk\_nuts](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/luk_nuts/32/9302_2.png) [@Luk\_nuts](https://forum.mustachianpost.com/u/Luk_nuts)\ **Post date:** [April 26, 2023, 8:39am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/5 "2023-04-26T08:39:53Z")
I like this historical chart, especially inflation-adjusted. > **[S&P 500 Index - 90 Year Historical Chart](https://www.macrotrends.net/2324/sp-500-historical-chart-data)** > > Interactive chart of the S&P 500 stock market index since 1927. Historical data is inflation-adjusted using the headline CPI and each data point represents the month-end closing value. The current month is updated on an hourly basis with today's... ---
**Author:** ![baldur](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/b/87869e/32.png) [@baldur](https://forum.mustachianpost.com/u/baldur)\ **Post date:** [April 28, 2023, 11:15am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/6 "2023-04-28T11:15:09Z")
This one is very nice too: [https://www.newyorklifeinvestments.com/assets/documents/education/investing-essentials-growthofadollar.pdf](https://www.newyorklifeinvestments.com/assets/documents/education/investing-essentials-growthofadollar.pdf). ![image](https://forum.mustachianpost.com/uploads/default/original/2X/e/e0ea82aae3a77e04fae3ab0db8ca0b8a426fb3a3.jpeg) ---
**Author:** ![ChrisL](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/c/58f4c7/32.png) [@ChrisL](https://forum.mustachianpost.com/u/ChrisL)\ **Post date:** [April 28, 2023, 6:56pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/7 "2023-04-28T18:56:58Z")
I found the ‘Periodic Table of Investment Returns’ instructive, which lists the returns for various asset classes sorted by performance. It reminds me to not try to predict the next winner and just have a slice of the world market instead. ![callan periodic table - asset classes sorted by performance over time](https://forum.mustachianpost.com/uploads/default/original/2X/1/1767a44b0b80d94723233dded14bdd3f3905110e.jpeg) From: > **[Leading independent institutional investment consulting firm](https://jhfqhrwkvb-prd.ksysweb.com/callan/)** > > Institutional investors count on Callan for the advice and support to help simplify decision-making and create smarter investment plans. ---
**Author:** ![Luk\_nuts](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/luk_nuts/32/9302_2.png) [@Luk\_nuts](https://forum.mustachianpost.com/u/Luk_nuts)\ **Post date:** [April 28, 2023, 7:05pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/8 "2023-04-28T19:05:28Z")
> [@ChrisL](#): > > It reminds me to not try to predict the next winner and just have a slice of the world market instead. Certainly a great strategy. But to compare the different returns, you‘d have to add each years return for every asset class, not which asset class was in 1st place most often. 😉 ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [August 24, 2024, 5:18am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/9 "2024-08-24T05:18:49Z")
Stocks and history, what could be a nicer topic to think about during a weekend! [![](https://www.voronoiapp.com/_next/image?url=https%3A%2F%2Fcdn.voronoiapp.com%2Fpublic%2Fimages%2Fvoronoi-The-UK-Was-Once-the-Worlds-Largest-Stock-Market--20240801021928.webp&w=1080&q=75) ](https://www.voronoiapp.com/_next/image?url=https%3A%2F%2Fcdn.voronoiapp.com%2Fpublic%2Fimages%2Fvoronoi-The-UK-Was-Once-the-Worlds-Largest-Stock-Market--20240801021928.webp&w=1080&q=75) > **[The UK Was Once the World's Largest Stock Market 📉](https://www.voronoiapp.com/markets/The-UK-Was-Once-the-Worlds-Largest-Stock-Market--1949)** > > What We’re Showing > This graphic shows a country-level breakdown of global market capitalization, in 1900 and 2023. Data for 1900 comes from the DMS Databas… Well, I think that unfortunately authors of this nice picture were taking things too much at its face value. UK version 1900 A.D. (24.2%) is rather today’s: UK 3.47% + ~~Canada (?) 2.79%~~ + India 1.95% + ~~Australia 1.67%~~ + Hong Kong 0.41% + ~~South Africa 0.32%~~ + Singapore (?) 0.32% + ~~Ireland 0.07%~~ + ~~New Zealand 0.05%~~ = ~~11.05%~~ 6.15%. ~~Three times more~~ Almost twice than the nominal UK share! ~~Oops, Australia and South Africa are already listed separately for 1900! I will leave it open 🙄~~ France 1900 (11.2%) would include a bunch of African countries, but none of them seems to be in ACWI today. Russia 1900 (5.9%) would be today’s Russia (around 0.5% of ACWI, I think, before it was excluded for being uninvestable) + ~~Finland (0.23 %)~~ + Poland (0.09%) = around ~~0.8~~ 0.6%. “Austria” 1900, 5.0%, would be today’s Austria 0.03% + Czech Republic 0.02% + Hungary 0.02% = 0.07%. More than double the nominal value! (But pathetic anyway). Netherlands 1900 (2.5%) would be today’s Netherlands 1.19% (thanks ASML) + Indonesia 0,19% = 1.38%. Not so bad, actually. I also don’t know how to factor in the semicolonization of China by foreign powers in 1900. Anyway, a large part of 1900 valuation is due to depend territories and outright colonies (see Belgium). Edit: checking DMS database for 1900 classification. ---
**Author:** ![anon17469660](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/a/13edae/32.png) [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)\ **Post date:** [August 26, 2024, 4:07pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/11 "2024-08-26T16:07:39Z")
Topic title says _[COFFEE] Historical charts_ so nobody will blame me for posting this, right? ![image](https://forum.mustachianpost.com/uploads/default/original/2X/7/782172d2f5ca6f62b0f0b2bdecc25deace3e1ac6.png) I’ll see myself out. ---
**Author:** ![Wolverine](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/wolverine/32/3315_2.png) [@Wolverine](https://forum.mustachianpost.com/u/Wolverine)\ **Post date:** [August 26, 2024, 7:47pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/12 "2024-08-26T19:47:17Z")
Well, Starbucks and coffee seem to have almost no correlation, maybe that’s telling us something? ![kc1_com](https://forum.mustachianpost.com/uploads/default/original/2X/7/757aac9583ee318282a8618eb279b5e81dc9730a.png) —\>[.] ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [August 26, 2024, 8:06pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/13 "2024-08-26T20:06:17Z")
> [@Wolverine](#): > > maybe that’s telling us something? Nothing that we don’t know already. ---
**Author:** ![Tony1337](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/tony1337/32/12327_2.png) [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)\ **Post date:** [August 27, 2024, 8:55am UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/14 "2024-08-27T08:55:57Z")
Make a 50/50 portfolio and rebalance quarterly → profit 😂 ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [September 22, 2024, 12:37pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/16 "2024-09-22T12:37:33Z")
I would like to broaden the topic of this thread: focus not only on charts, but also other data and **long-term** trends etc. The goal is to get distracted and detached from the daily buzz and try to look broader, as well as hopefully learn something for ourselves. I suspect that a significant amount of content that I will provide are going to be reposts from “Weekend Reading” by [Bankeronwheels.com](http://Bankeronwheels.com). This is what I personally find interesting and worth sharing. Feel free to ignore, comment or add. Some more histories: > **[Investment Lessons from 400 Years of “Confusion of Confusions"](https://periscopeglobal.substack.com/p/investment-lessons-from-400-years)** > > Three Hundred and Thirty-Five years ago, in 1688, Joseph de la Vega wrote, “Confusion de Confusiones”, considered to be worlds first book on stock trading. > **[“The Great Mirror of Folly” – 300 Years of Stock Market Manias](https://periscopeglobal.substack.com/p/the-great-mirror-of-folly-300-years)** > > In 1720, Europe experienced two financial crises: the South Sea Bubble in Great Britain and the Mississippi Bubble in France, and together they contributed to the first international stock market crash. ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [September 22, 2024, 1:22pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/17 "2024-09-22T13:22:13Z")
> **[Amerikas Baseballkarten-Manie](https://www.fuw.ch/article/amerikas-obsession-mit-baseballkarten)** > > Die Spekulation auf eine phänomenale Wertsteigerung macht das Sammeln von Spielerkarten Ende der Achtzigerjahre zum Milliardengeschäft. > **[Die Aktien- und Immobilienblase in Japan](https://www.fuw.ch/article/die-aktien-und-immobilienblase-in-japan)** > > Nippons Wirtschaft strotzt in den Achtzigerjahren vor Kraft, es ist nur eine Frage der Zeit, bis die USA überholt werden. Doch die Exzesse fordern ihren Tribut. > **[Der Wahn am Souk al-Manakh in Kuwait](https://www.fuw.ch/article/der-wahn-am-souk-al-manakh-in-kuwait)** > > Scheinbar unermesslicher Ölreichtum und der Handel mit ungedeckten Schecks machen Kuwaits inoffizielle Börse 1982 zum drittgrössten Aktienmarkt der Welt. ---
**Author:** ![anon17469660](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/a/13edae/32.png) [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)\ **Post date:** [September 22, 2024, 2:20pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/18 "2024-09-22T14:20:48Z")
> [@Dr.PI](#): > > I would like to broaden the topic of this thread: focus not only on charts, but also other data and **long-term** trends etc. Will you also allow cute historic anecdotes? Actually, seeing your subsequent post to the one I am quoting you seem to be doing exactly that. Allow me thus to link an audio clip on the [Guiness IPO in 1886](https://youtu.be/a96jqBQT1S0?si=hsOsS7kXlYEjq2SD&t=3926): give it a a few minutes, it’s worth it and includes throwing stones for bids … (if somehow the clip does not take you directly to 1:05:26 – skip until that time of the video) > [@Dr.PI](#): > > [Investment Lessons from 400 Years of “Confusion of Confusions"](https://periscopeglobal.substack.com/p/investment-lessons-from-400-years) I own this little book … ![image](https://forum.mustachianpost.com/uploads/default/original/2X/8/8197d3d9c77298cd4a049683edfec566e4e50484.jpeg) … it’s very hard to read ---
**Author:** ![anon17469660](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/a/13edae/32.png) [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)\ **Post date:** [September 25, 2024, 3:17pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/20 "2024-09-25T15:17:15Z")
Came across this just now … US market against the rest of the world: ![image](https://forum.mustachianpost.com/uploads/default/original/2X/7/782ed95daf44e9b271f734932f5de38d20bf7216.png) ([Source](https://x.com/VincentDeluard/status/1838957863408115932)) Striking. Kind of incredible, actually. The author/Tweeter of said graph thinks it’s time for a reversal. We’ll see, I guess? ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [September 25, 2024, 3:20pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/21 "2024-09-25T15:20:43Z")
You can prove almost any thesis… by choosing the right time interval. ---
**Author:** ![Tony1337](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/tony1337/32/12327_2.png) [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)\ **Post date:** [September 25, 2024, 3:21pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/22 "2024-09-25T15:21:26Z")
It literally can‘t go on forever, or else the US would become close to 100% of the market. Valuations also would suggest some kind of reversal in the future. ---
**Author:** ![Abs\_max](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/abs_max/32/12379_2.png) [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)\ **Post date:** [September 25, 2024, 3:25pm UTC](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693/23 "2024-09-25T15:25:33Z")
Actually it might be best if such a chart is plotted for earnings as well. That might help understand how much of this is valuation driven vs. earnings driven [Next page](https://forum.mustachianpost.com/t/coffee-history-and-histories-historical-data-charts-long-term-trends-in-investment/8693.md?page=2)