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Is Mag 7 a Mania?

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Largest Bond Discount in Decades

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Historically, Odds of Gains Increase with Holding Period

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The Yield on Fixed Income Has Surpassed Stocks' Earnings Yield

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Inflation in needs vs wants

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Appetite for Destruction (1982-2025)

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How a 60/40 Portfolio Becomes an 82/18 Portfolio Over Time

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Growth/Value ratio hit levels last seen in 2000

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Total Housing Inventory

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There are nearly 500,000 more Sellers than Buyers

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