Economy

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Cumulative Price Increases in the US over the Last 5 Years

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Performance Cycles Since the Tech Bubble (1999/2000):Small Cap Value VS Large Cap Growth

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Small Cap Valuations Near Historical Lows VS Large Caps

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Quality Factor

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US Outperformance Has Been Unprecedented In Our Investing Careers

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Top power producing countries (1985-2024)

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2009 tracking 1982-99 bull market

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Housing Prices

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S&P 500 CAPE Ratio Since 1881

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U.S. Equity Value as a Share of World GDP vs. Multiple

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