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Economy

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Treasury inflation protected securities vs. inflation since 2001

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Municipal bond market drawdowns since 2006

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Real price of gold since 1980

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BCA purchasing power parity model based on adjusted CPI since 1980

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US unemployment rate since 1950

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US national home price index since 1987 and US national effective rent since 1997

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Rental vacancy rate and homeowner vacancy rate since 1961

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Annual change in number of US residents aged 30-39 since 1990 and share of young adults living with parents since 1985

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Surplus (shortfall) of US home completions, relative to historical average since 1981

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Required "value added" by private equity to deliver 3% alpha over public equity

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