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DJIA vs Presidential and Congressional Combinations

DJIA vs Presidential and Congressional Combinations.png

60/40 Calendar year returns

60 40 Calendar year returns.png

60/40 Max Drawdowns

60 40 Max Drawdowns.png

Equity correlations unrelated to recessions occur more frequently, but recessionary ones tend to be more severe

Equity correlations unrelated to recessions occur more frequently, but recessionary ones tend to be more severe.png

Lower unemployment should lead to increased wage inflation

Lower unemployment should lead to increased wage inflation.png

Meaning that the wealth economy has decoupled from the income economy (again)

Meaning that the wealth economy has decoupled from the income economy (again).png

During the periods of rising rates, Value generally has outperformed

During the periods of rising rates, Value generally has outperformed.png

EM middle class consumption to exceed 50% of world consumption by 2050

EM middle class consumption to exceed 50% of world consumption by 2050.png

Mortgage rates over five decades

Mortgage rates over five decades.png

Major economies are entering a "window of weakness"

Major economies are entering a window of weakness.png

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