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Megatrend consumer impact accelerating

mega_trend_consumer_impact.jpg

Gold found and discovery-oriented budget

gold found and discovery-oriented budget.jpg

Stock Market Since 1926

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Global vs US stock portfolio returns

Global vs US stock portfolio returns.png

DJIA vs Presidential and Congressional Combinations

DJIA vs Presidential and Congressional Combinations.png

60/40 Calendar year returns

60 40 Calendar year returns.png

60/40 Max Drawdowns

60 40 Max Drawdowns.png

Equity correlations unrelated to recessions occur more frequently, but recessionary ones tend to be more severe

Equity correlations unrelated to recessions occur more frequently, but recessionary ones tend to be more severe.png

Lower unemployment should lead to increased wage inflation

Lower unemployment should lead to increased wage inflation.png

Meaning that the wealth economy has decoupled from the income economy (again)

Meaning that the wealth economy has decoupled from the income economy (again).png

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