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MSCI USA index minus MSCI world ex-USA index (3-year rolling returns) since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Yield peaks have historically been followed by periods of strong performance

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Equities, bonds, and gold, 1975-2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Rolling three-year correlations vs. Morningstar US market index: Cryptocurrency

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Real gold price in US dollars - % change since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Over the long-term, moderate levels of inflation are normal

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Relative valuation of MSCI ACWIXUS small cap growth and value indices

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Annual style rotation in ACWI ex US small cap

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Small caps have beaten inflation in every decade since the 1930's

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Russell 2000 calendar-returns and intra-calendar-year largest declines since 1996

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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