Economy

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S&P 500 median forward P/E September 30, 1995 - March 31, 2022

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Fed funds rate minus expected inflation (5-year) often referred to as the "real" fed funds rate

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Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since since 1989

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Asset correlation matrix

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Aggregate price-to-book ratio since 1926

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What would market returns look like if you missed a few of the best days each year?

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EMBI GD spreads since 2001

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Predicting the top asset class from year to year is difficult since 1989

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EUR vs. 10-year EUR vs. USD interest rates differentials

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