Economy

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Active equity opportunity, Dec. 1997 to Feb. 2020

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Rolling monthly three-year periods, 1986 to 2019

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US owners' equity in household real estate since 1960

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Case-Shiller home price index: National (I:CSHPIN) since 1990

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Case-Shiller home price index: National (I:CSHPIN) % off high since 1990

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10 largest Russell 1000 companies as of 3/31/2000

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Hedge fund strategies: Correlations to stocks and bonds since 2003

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EM stocks price-to-earnings ratio during quarter-end periods since 2002

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Long-term trends in small-cap/large-cap relative performance since 1925

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The S&P 500 from one year to the next: 1928-2021

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