Today, I’m sharing 7 of my favorite investing & economic charts from the past month. If you want the big-picture takeaway before diving, here’s the summary: Earnings growth (not rising valuations) is driving most of this year’s market returns. The 1999 comparison is likely overblown because today’s leaders are highly profitable. Market concentration is high, but the largest companies also generate a large share of earnings. Consumers remain resilient, but inflation is rising faster than wages...