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Average of the Four Valuation Indicators

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S&P 500 Bear Market Bottoms Since WWII

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Drawdowns of 50/50 Portfolio

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S&P 500 | Most intense phase of drawdown, %

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MSCI Europe Small Cap Long-Term P/E (Discount)/Premium to S&P 500

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Sequence of Returns Comparison

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Market Cap Weight: U.S. vs Europe (% of Developed World)

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S&P 500 vs Europe Returns: Strong vs Weak Dollar (1980–2024)

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U.S. Dollar Index Annual Patterns (1975–2024)

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Stocks, Bonds & Inflation: Monthly Returns (1926–2024)

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