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Economy

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6M bond/equity correlation and 10 year bond yield

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Average returns following negative Russell 2000 3-Year return periods vs. long-term averages (1978-2020)

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U.S. debt burden likely to keep accelerating

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Number of the top 50 stocks each year by company location

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Ageing partly explains manufacturing decline (but not in the US)

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Recoveries have birthed some of the world's leading companies

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Recoveries have birthed some of the world's leading companies

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Three sectors now account for more than half of S&P500 market cap

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Historical Returns vs Historical Occurrence of Severe Loss (Jan. 1960 - Dec. 2019)

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Relative Growth of High Yield Cash Pay Index to U.S. Treasury Index

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