us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

2014 study claims high duration + high active share has resulted in abnormal annual excess net returns from 1995-2013

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

Picture252.png

Price/earnings ratios by market cap since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture250.png

3-12 month T-bills offer high yields and low risk

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture249.png

Yield-per-unit-of-duration for 1-3 year corporates soars

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture248.png

Relative valuation of cheapest 50% of US stock market vs. expensive less average since 1981

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture246.png

Best times to overweight allocations of equities vs. fixed income since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture245.png

Fed funds % since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture244.png

Impact of a 1% rise or fall in interest rates

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture243.png

S&P 500 rolling returns: 1926-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture242.png

Stock market performance after peaks in inflation, 1/1/1946-11/1/2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

Picture241.png

Syndicate content