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Patrick Bourbon | Aug 7, 2025

Market Concentration Has Been Increasing (%) (1952-2024)

Returns

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Patrick Bourbon | Aug 7, 2025

The Magnificent 7 Effect ($) (Dec. 2022-Dec. 2024)

Returns

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Patrick Bourbon | Aug 6, 2025

Corporate Spreads Are Snug

Valuation

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Patrick Bourbon | Aug 6, 2025

Total Return (%YoY) Global Equities vs. G7 10-Year Government Bonds

Returns

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Patrick Bourbon | Aug 5, 2025

Aggregate Financial Asset Allocation Across Households, Mutual Funds, Pension Funds, and Foreign Investors (%) (1990-2030)

Returns

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Patrick Bourbon | Aug 5, 2025

CPI Rent of Primary Residence (%) (2001-2025)

REAL ESTATE

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Patrick Bourbon | Aug 4, 2025

The Stock and Earnings (S&P 500 Index price and trading earnings-per-share) (1990-2025)

Returns

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Patrick Bourbon | Aug 4, 2025

20-year Manager Return Dispersion and Growth of Capital

Returns

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Patrick Bourbon | Aug 3, 2025

After-Tax Index, Median Pre-Tax Index, and Median After-Tax Large-Cap Core Fund Annualized Performance vs. S&P 500

Returns

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Patrick Bourbon | Aug 3, 2025

Relative Valuation of U.S. Small Cap Stocks (1975-2020)

Economy

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Patrick Bourbon | Aug 2, 2025

Relative Valuation of U.S. Value Stocks (1981-2021)

Economy

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Patrick Bourbon | Aug 2, 2025

Performance of Various Styles Within Major Equity Regions (%)

Returns

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