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Economy

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Major asset class performance 1999-2019

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Incumbent US Presidents to Lose Re-Election Since the Great Depression (Bloomberg Data 1929-2020)

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The pound is at the weakest since 1985 (Bloomberg Data 1971-2020)

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Every Dow Drawdown Greater Than 30%

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Not All Bear Markets Lead to a Recession (FACTSET 1946-2020)

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Shiller P/E ratio is still far away from lows in the past

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U.S. Equity valuations appear high relative to rest of the world

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Politics Don't Matter: Stay Fully Invested (Bloomberg Data 1937-2019)

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The Notional Amount of Global Negative Yielding Debt is Declining Quite Fast (Bloomberg 2016-2020)

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Total Market Cap/GDP

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