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Economy

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Patrick Bourbon | Jan 27, 2025

Worst Returns over 20- and 50- year holding periods for equities

Economy

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Patrick Bourbon | Jan 27, 2025

Exhibit 11: S&P 500 Valuations

Economy

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Patrick Bourbon | Jan 27, 2025

Cyclical Bull Markets

Economy

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Patrick Bourbon | Jan 24, 2025

Exhibit 13: CDLI Total Return (2004-2024)

Economy

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Patrick Bourbon | Jan 24, 2025

Exhibit 15: Calendar Year Return Comparison (2005-2023)

Economy

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Patrick Bourbon | Jan 24, 2025

Average excess annualized returns (%) over the Bloomberg U.S. Aggregate bond index

Economy

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Patrick Bourbon | Jan 24, 2025

Average excess annualized returns (%) over the Bloomberg U.S. Aggregate bond index

Economy

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Patrick Bourbon | Jan 23, 2025

Predictability of Irrationality (Morningstar)

Economy

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Patrick Bourbon | Jan 22, 2025

The S&P 500 index has followed the path of earnings over time (Investment Strategy Group 1945 - Q3 2024)

Economy
Returns

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Patrick Bourbon | Jan 8, 2025

A history of rate cuts

Economy

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Patrick Bourbon | Jan 7, 2025

30Y mortgage vs 20Y yield

Economy

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Patrick Bourbon | Jan 6, 2025

Mortgage Rates

Economy

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