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S&P 500 Rolling 2-Day Returns

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2025

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Ownership of U.S. equities by investor type (1945-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2025

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Cost of Home Ownership Compared to Renting

Submitted by Your Personal CFO - Bourbon Financial Management on November 24th, 2025

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Consumer Sentiment Index and subsequent 12-month S&P 500 returns

Submitted by Your Personal CFO - Bourbon Financial Management on November 24th, 2025

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Yield-to-worst and subsequent 5-year annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on November 21st, 2025

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U.S. federal debt as a share of G.D.P.

Submitted by Your Personal CFO - Bourbon Financial Management on November 21st, 2025

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Odds of Experiencing a Bear Market Increase by Holding Period

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2025

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Rolling 5-year Returns Value versus Growth (1932-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2025

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Is Mag 7 a Mania?

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2025

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Largest Bond Discount in Decades

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2025

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