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Interest rates in the developed world

Interest rates in the developed world.png

Crisis correlation problem: rising correlations

Crisis correlation problem rising correlations.png

Next 10 years investment returns, starting dates 1993 - 2018

Next 10 years investment returns 1993 - 2018.png

How frequently have stocks outperformed bonds, 1926-2016?

How frequently have stocks outperformed bonds 1926-2016.png

When a 60/40 portfolio drifted closer to 80/20: the difference in risk and loss

When a 6040 portfolio drifted closer to 8020 the difference in risk and loss.png

How a 60/40 portfolio became 78/22 in the last 10 years

How a 6040 portfolio became 7822 in the last 10 years.png

Extreme valuation gaps between MSCI Growth and MSCI Value

Extreme valuation gaps between MSCI Growth and MSCI Value.png

Focus on Low Costs + High Insider Ownership when evaluating funds

Focus on Low Costs + High Insider Ownership when evaluating funds.png

International vs US Equity Returns has been cyclical

International vs US Equity Returns has been cyclical.png

Active / Passive Performance has been cyclical

Active and Passive Performance has been cyclical.png

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