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A big shift in equity market relative performance in the decade ahead

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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A decade of extreme macro & policy forces have caused bond distortions

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Painful losses expected for government bonds

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Correlation between S&P 500 return and 10-year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Profit margins not yet defined by higher labor costs

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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LEI not looking back

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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MSCI China vs. MSCI India since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Median US home sales prices since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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MSR for 12.5x wealth and MWR since 1870

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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US large-cap domestic funds annual returns vs. the S&P 500, 1996-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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