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60/40 Max Drawdowns

Submitted by Your Personal CFO - Bourbon Financial Management on April 8th, 2020

60 40 Max Drawdowns.png

Equity correlations unrelated to recessions occur more frequently, but recessionary ones tend to be more severe

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2020

Equity correlations unrelated to recessions occur more frequently, but recessionary ones tend to be more severe.png

Lower unemployment should lead to increased wage inflation

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2020

Lower unemployment should lead to increased wage inflation.png

Meaning that the wealth economy has decoupled from the income economy (again)

Submitted by Your Personal CFO - Bourbon Financial Management on April 5th, 2020

Meaning that the wealth economy has decoupled from the income economy (again).png

During the periods of rising rates, Value generally has outperformed

Submitted by Your Personal CFO - Bourbon Financial Management on April 4th, 2020

During the periods of rising rates, Value generally has outperformed.png

EM middle class consumption to exceed 50% of world consumption by 2050

Submitted by Your Personal CFO - Bourbon Financial Management on April 3rd, 2020

EM middle class consumption to exceed 50% of world consumption by 2050.png

Mortgage rates over five decades

Submitted by Your Personal CFO - Bourbon Financial Management on April 2nd, 2020

Mortgage rates over five decades.png

Major economies are entering a "window of weakness"

Submitted by Your Personal CFO - Bourbon Financial Management on April 1st, 2020

Major economies are entering a window of weakness.png

US Real Consumption vs Manufacturing Production and Business Sentiment vs Real Investment Growth

Submitted by Your Personal CFO - Bourbon Financial Management on March 31st, 2020

US Real Consumption vs Manufacturing Production.png

Trade policy uncertainty index

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2020

Trade policy uncertainty index.png

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