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Growth of $10K invested January 1, 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Top-half domestic funds were unlikely to repeat their accomplishments over the next 5 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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US dollar overvaluation vs. foreign currencies based on purchasing power parity (%) since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Sharp year-on-year rises in the dollar index have been associated with financial/economic stress since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Historical top, bottom, recovery time, and decline from top to bottom (%) or different eras since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Non-recessionary bear markets: 1928-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Ownership of US equity market since 1945

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Money has been pouring out of active funds and into passive since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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2014 study claims high duration + high active share has resulted in abnormal annual excess net returns from 1995-2013

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Price/earnings ratios by market cap since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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