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Performance of various asset classes when inflation is rising (1973-12/31/2021)

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Performance of various asset classes in treasury bear markets (1973-12/31/2021)

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Performance of various asset classes in US dollar bear markets (1973-12/31/2021)

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Performance of various asset classes in equity bear markets (1973-12/31/2021)

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Performance of various asset classes when real rates are negative (1973-12/31/2021)

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S&P 500 drawdown and model implied drawdown based on initial CAPE valuation and duration or recession

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S&P 500 drawdown and duration of recession

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S&P 500 drawdown and duration of recession

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S&P 500 CAPE ratio and recession since 1945

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S&P 500 drawdown and peak CAPE ratio heading into recession

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