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Economy

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Stock market performance after peaks in inflation, 1/1/1946-11/1/2022

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Rolling 12-month change in CPI, 1/1/1946-11/1/2022

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Gap in two and 10-year treasury yields (percentage points) since 1980

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Active equity opportunity, Dec. 1997 to Feb. 2020

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Rolling monthly three-year periods, 1986 to 2019

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US owners' equity in household real estate since 1960

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Case-Shiller home price index: National (I:CSHPIN) since 1990

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Case-Shiller home price index: National (I:CSHPIN) % off high since 1990

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10 largest Russell 1000 companies as of 3/31/2000

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Hedge fund strategies: Correlations to stocks and bonds since 2003

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