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Economy

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Bond performance after FED pauses since 1984

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US inflation rate since 1930

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Market-timing versus a market benchmark: A spotty record

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Tech vs. S&P 500 price relative since 1926

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US dollar movements since 1975

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Some interesting inflation comparisons

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15 year bull market of US over RoW likely reverses in '23

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Bloomberg commodity index since 2001

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International: Price-to-earnings discount and difference in dividend yields vs. US since 2002

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Weights in MSCI all country world index and representation of key sectors in international markets

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