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The unemployment rate vs recessions

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Betas and t-stats of global asset-class returns relative to US dollar return since 1926

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US dollar long cycles (DXY) since 1967

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Stocks, bonds and cash since 1928

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Annual mortgage cost as a percentage of household income

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S&P 500: earnings growth, price returns, TTM P/E ratios since 1989

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Fund fees keep getting squeezed

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Mortality and distribution of 10-year annualized excess returns for surviving active large-blend funds

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Bloomberg US corporate high yield BB excluding energy since 1994

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Bloomberg US aggregate 1-3 year bond index since 1993

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