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Best Asset Classes

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S&P 500 CAPE ratio with subsequent 5yr annualized returns

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Four Countries Housing Price & Disposable Income Inflation-Adjusted Growth: 2000-2025

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Inflation vs. S&P 500 P/E Ratio (Jan 1965-Oct 2025)

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Historical relationship suggests higher starting equity valuations can lead to lower returns

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Four Countries Housing Price & Disposable Income Inflation-Adjusted Growth: 1975-2025

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History of US Bond Yields

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High Yield Municipal Valuations

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US Corporate Credit Option Adjusted Spreads

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Performance of Major Currencies Against the US Dollar

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