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Patrick Bourbon | Dec 9, 2025

US now comprises c.75% of the MSCI world index, exceeding the early 70s Nifty-50 era

Asset Allocation

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Patrick Bourbon | Dec 8, 2025

Small-cap Secular bear longest on record

Returns

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Patrick Bourbon | Dec 8, 2025

Rent vs. Own Cost Continues to Widen

Wealth Management

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Patrick Bourbon | Dec 5, 2025

10 YR rolling total return (annualized)

Returns

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Patrick Bourbon | Dec 5, 2025

Housing Starts Signal Limited Future Supply

Economy

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Patrick Bourbon | Dec 4, 2025

Mortgage rates are high, weighing on housing demand

Economy

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Patrick Bourbon | Dec 4, 2025

Growth in total millionaires over the last decade

Wealth Management

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Patrick Bourbon | Dec 3, 2025

Real Investment Returns During Tariff Regimes

Returns

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Patrick Bourbon | Dec 3, 2025

10 countries with the most millionaires, centimillionaires, and billionaires

Wealth Management

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Patrick Bourbon | Dec 2, 2025

MSCI EAFE Index vs. MSCI US Index 3-year Rolling Returns (US$, %)

Returns

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Patrick Bourbon | Dec 2, 2025

What happens after a 10% drawdown?

Returns

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Patrick Bourbon | Dec 1, 2025

A history of stock market selloffs

Economy

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