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newplot - 2024-03-30T122819.523

Average S&P Peformance after 100-Day Rally

US_EQ_ELECTION_PERF

Average US Equity Performance – Election vs Non-Election Years

US_SP500_INFLATION

Binance – YTD Dollar Volume by Crypto

EU_FI_GOV_SPREADS (2)

European 10-year government bond spreads over Germany

GLOB_POLICY_RATES (1)

Global Policy Rates

GLOB_INFLATION_HEATMAP (1)

Global YoY Inflation

GLOB_ECO_HOUSE_DEBT

Household Debt / Disposable Income

US_EQ_S&P_JAN_EFFECT

January effect on annual S&P return

GLOB_FI_LT_GOV_BONDS

Long-term interest rate on government bonds

US_EQ_MAG7_MARKETSHARE

Market Share of Magnificent 7

GLOB_ECO_HOUSE_PRICES

Nominal House Prices

US_EQ_PEGRATIO_SECTOR

PEG ratio by sector S&P stocks

US_EQ_6040_PTF

Performance of 60/40 US portfolio

US_EQ_SP500_GOLD

Relationship S&P500 vs Gold

US_EQ_S&P_AROUND_ELECTION

S&P Performance Around US Elections