Returns

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This Time is Different (Since 1950)

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S&P 500 Market Drops and Recoveries One Year Later (1940-2025)

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5-Year Rolling Excess Returns: International vs. U.S. Equities (1974–2023)

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US Dollar Return Cycles Rolling 5-year Return (%) (1981-2025)

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Cross-Asset Market Returns: Stocks, Bonds, Commodities & Dollar (1977–2024)

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S&P 500 Valuation vs. Future Returns (1987–2024)

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US vs. Global Equities

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55% of 20Y Periods See >10% Annual Returns

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S&P 500 Performance (1953-2024)

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S&P 500 Forecast vs. Reality: Analyst Misses from 2000–2024

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