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Economy

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Some notable asset bubbles over the last 40 years

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More duration does not always mean more risk

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S&P 500: cheap or expensive?

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Cash and bond Performance (%) one year after the end of the past six hiking cycles

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Average annualized outperformance of companies before and after the first year they became one of the 10 largest in US

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Years with inflation above the returns of both stocks and bonds

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Tech relative price performance vs. S&P 500 since 1926

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US equity vs. International equity 5-year monthly rolling returns since 1975

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Mortgage payments as a % of median household income since 1989

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Inflation-adjusted monthly mortgage payment: 1989-2023

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