Valuation

CRE IRR Spreads vs. High Yield Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on February 28th, 2025

Valuation

Chart 29.png

Comparing CRE Valuations to Stocks and Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on February 28th, 2025

Valuation

Chart 28.png

U.S. Equities Overvaluation vs. Global Ex-U.S. Stocks

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2025

Valuation

Chart 27.png

U.S. REITs vs. Equities Earnings Multiple Spreads

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2025

Valuation

Chart 26.png

Emerging Markets Equities

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2025

Valuation

Chart 23.png

Global Equity Market Bubbles Since 1973 (ASR Ltd. / LSEG 1973-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on February 21st, 2025

Valuation

Global Equity Market Bubbles Sine 1973.png

Europe's Valuation Discount vs. U.S.

Submitted by Your Personal CFO - Bourbon Financial Management on February 21st, 2025

Valuation

Chart 13.png

10-Year Equity Free Cash Flow vs. Valuation Changes

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2025

Valuation

Chart 3.png

S&P 500 Free Cash Flow Yield vs. Treasury and BAA Yields

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2025

Valuation

Chart 2.png

Stocks vs bonds in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025