After a strong run for stocks, the mood has become a little more cautious lately. Inflation, interest rates, and geopolitical risks are back in the headlines, while familiar concerns about valuations and another tech bubble haven’t gone away. So this feels like a good time to zoom out. A few charts from the past month offer useful context on longer-term trends and what’s happening beneath the headlines. In today's email: Why today’s market looks different from the dot-com bubble How earnings...