Economy

Rankings of equity excess returns by decade

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Rankings of equity excess returns by decade.png

Equity market cumulative excess returns since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Equity market cumulative excess returns since 1900.png

Risk averse sentiment exists across all regions

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Risk averse sentiment exists across all regions.png

The strong labor market tells us we are late cycle

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

The strong labor market tells us we are late cycle.png

Downward revision to profit margins is negative for hiring and capex outlook since 1960

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Downward revision to profit margins is negative for hiring and capex outlook.png

Guggenheim S&P 500 bull/bear market indicator since 1968

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Guggenheim S&P 500 bull bear market indicator since 1968.png

Prepare for a large drawdown in stocks during the next recession

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Prepare for a large drawdown in stocks during the next recession.png

China's deleveraging will further pressure the global economy

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

China's deleveraging will further pressure the global economy.png

Even with the budget deal, fiscal stimulus is set to fade

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Even with the budget deal, fiscal stimulus is set to fade.png

Our U.S. recession dashboard points to recession starting by mid-2020

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2019

Economy

Our U.S. recession dashboard points to recession starting by mid-2020.png

Rankings of equity excess returns by decade

Equity market cumulative excess returns since 1900

Risk averse sentiment exists across all regions

The strong labor market tells us we are late cycle

Downward revision to profit margins is negative for hiring and capex outlook since 1960

Guggenheim S&P 500 bull/bear market indicator since 1968

Prepare for a large drawdown in stocks during the next recession

China's deleveraging will further pressure the global economy

Even with the budget deal, fiscal stimulus is set to fade

Our U.S. recession dashboard points to recession starting by mid-2020

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