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    

Blog

us.jpg   fr.jpg

Average monthly US equity market returns 1971-2021

447.png

Inflation expectations and EAFE/US performance since 1992

446.png

Combined weight of the five largest S&P 500 stocks since 1990

444.png

Short term: Valuation doesn't drive markets and Long-term: Valuation is very important

443.png

S&P 500 median forward P/E September 30, 1995 - March 31, 2022

442.png

Fed funds rate minus expected inflation (5-year) often referred to as the "real" fed funds rate

441.png

Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since since 1989

440.png

Growth stock valuation premium vs. long-term average since 1996

439.png

Asset correlation matrix

438.png

Predicted 10-year annualized real stock returns since 1881

436.png

Syndicate content