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Emerging markets are more than a commodity play

Emerging Markets Are More Than a Commodity Play.png

Easy monetary policy has pushed household wealth to record highs

Easy Monetary Policy Has Pushed Household Wealth to Record Highs.png

Commodity cycles have been shortening from 1803

  • COMMODITY CYCLES HAVE BEEN SHORTENING.png

By our measures this bull is the longest on record

BY OUR MEASURES THIS BULL IS THE LONGEST ON RECORD.png

A correction is no reason to exit the market

A CORRECTION IS NO REASON TO EXIT THE MARKET.png

US stocks Jan 1872 - Apr 2019 Shiller CAPE ratio

US Stocks Jan 1872 - Apr 2019 Shiller CAPE Ratio.png

The challenge - capturing cyclical differences in performance between securities

The Challenge - Capturing Cyclical Differences in Performance Between Securities.png

Return spread between the top 10 and bottom 490 stocks in the S&P 500 index since 1991

RETURN SPREAD BETWEEN THE TOP 10 AND BOTTOM 490 STOCKS IN THE S&P 500 INDEX.png

Life transitions that drive the need for financial planning advice: baby boomers vs. next generations

LIFE TRANSITIONS THAT DRIVE THE NEED FOR FINANCIAL PLANNING ADVICE.png

Global CAPE ratios

Global CAPE Ratios.png

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