Economy

us.jpg   fr.jpg

Assets needed to support $1,000 of income from 50/50 portfolio of 10-year treasuries and S&P 500 dividends since 1870

Picture267.png

Rates and income tax brackets scheduled to go into effect on January 1, 2026

Picture266.png

Why own managed futures?

Picture264.png

Largest 12-month bond losses (real total return % for intermediate term US government bonds)

Picture263.png

MSCI EAFE and MSCI USA relative performance since 1971

Picture262.png

Total inflation by decade since 1990

Picture261.png

Top-half domestic funds were unlikely to repeat their accomplishments over the next 5 years

Picture259.png

US dollar overvaluation vs. foreign currencies based on purchasing power parity (%) since 1980

Picture258.png

Sharp year-on-year rises in the dollar index have been associated with financial/economic stress since 1990

Picture257.png

Historical top, bottom, recovery time, and decline from top to bottom (%) or different eras since 1926

Picture256.png

Syndicate content