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Cycles of international outperformance and the U.S. dollar

Submitted by Your Personal CFO - Bourbon Financial Management on February 25th, 2026

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Fixed income yields and forward returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 25th, 2026

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S&P 500 intra-year declines vs. calendar year returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 25th, 2026

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Length and severity of bear and subsequent bull markets

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2026

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Emerging Markets vs Developed Markets

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2026

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Growth sectors are outperforming in the US, while Value sectors are leading the rest of the world

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2026

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The dollar's headed for its worst first-half performance since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2026

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Time Horizon Matters : Equity volatility is similar to Bond volatility over long time periods

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2026

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Don't Fear All-time-Highs

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2026

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All Time Highs in the S&P 500 are Common

Submitted by Your Personal CFO - Bourbon Financial Management on February 20th, 2026

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