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Economy

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Relative Strength - Growth/Value

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20-Year Asset Class Returns: Stocks vs. Bonds

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US High Yield Spreads

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US IG Corporate Spreads Are Significantly Above Long Run Average

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Asset Class Performance: 1999 to 2019 (%)

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The Eighth Global Recession Since 1900

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S&P500 Value vs. Growth: Price Performance

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Monthly change in U.S. investment grade corporate spreads

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Valuation of MSCI EM Currencies

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S&P500 1900 to 2018, Log scale and Dollar scale

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