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International vs US Equity Returns has been cyclical

International vs US Equity Returns has been cyclical.png

Active / Passive Performance has been cyclical

Active and Passive Performance has been cyclical.png

Value performance versus Growth performance

Value performance versus Growth performance.png

Primary and secondary recession indicators are mixed

Primary and secondary recession indicators are mixed.png

Consumer income and spending continue to grow, as debt burden remains low

Consumer income and spending continue to grow, as debt burden remains low.png

US rates are highest in the world - markets are saying they are too high

US rates are highest in the world - markets are saying they are too high.png

For the past 100 years, no President has lost reelection if economy expanding

For the past 100 years, no President has lost reelection if economy expanding.png

S&P 500 return when 3m10y inverts

S&P 500 return when 3m10y inverts.png

MSCI EAFE Value vs EAFE Growth rolling 10 year annualized excess returns

MSCI EAFE Value vs EAFE Growth rolling 10 year annualized excess returns.png

MSCI World Value vs World Growth rolling 10 year annualized excess returns

MSCI World Value vs Growth rolling 10 year annualized excess returns.png

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