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Asset Class Returns

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Real Income Takes Years to Return after Recessions (FRED 1984-2018)

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Consumer Expectations

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US Value vs. Growth: Relative Cumulative Wealth and Duration

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S&P 500: 1965-2019 (Reuters Data)

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Estimated Monthly Change in Total Payrolls (Bureau of Labor Statistics 1939-2019)

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Conference Board Consumer Confidence

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20-Year Annualized Returns by Asset Class (1999-2018)

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Politics Don't Matter: Historically Neither Political Party Has an Edge (Bloomberg 1937-2019)

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Health Expenditure per Capita (OECD 2018)

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