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The Worst Years Ever For a 60/40 Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on May 23rd, 2026

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PE10 Valuations Across Countries

Submitted by Your Personal CFO - Bourbon Financial Management on May 21st, 2026

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US Equity Leadership Cycles & Peaks

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2026

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Aggregate US Equities Market Cap as a Percent of Gross Domestic Income

Submitted by Your Personal CFO - Bourbon Financial Management on May 17th, 2026

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S&P 500 Valuations and Weights

Submitted by Your Personal CFO - Bourbon Financial Management on May 13th, 2026

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Perfect Storm: Inflation, Liquidity, Tech & Credit

Submitted by Your Personal CFO - Bourbon Financial Management on May 11th, 2026

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Emerging Market Equities

Submitted by Your Personal CFO - Bourbon Financial Management on May 9th, 2026

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Times When Gold Outperforms the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2026

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U.S. vs. Global ex-U.S. Equities

Submitted by Your Personal CFO - Bourbon Financial Management on May 3rd, 2026

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S&P 500 / MSCI EM vs. DXY

Submitted by Your Personal CFO - Bourbon Financial Management on May 1st, 2026

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