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Patrick Bourbon | Jun 22, 2026

The G7's Declining Share of World GDP and Population (World Bank 1975-2024)

Economy


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Patrick Bourbon | Jun 22, 2026

The nominal returns of a 60/40 had struggled to keep up with inflation in recent years

Returns

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Patrick Bourbon | Jun 22, 2026

High inflation has historically stoked commodity performance

Economy

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Patrick Bourbon | Jun 21, 2026

S&P500 Value vs Growth: Relative Total Return

Returns

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Patrick Bourbon | Jun 21, 2026

US Becoming a Single Theme Index

Economy

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Patrick Bourbon | Jun 21, 2026

Portfolio diversification benefit, rolling 36m, six asset portfolio (U.S., EAFE, EM equity/Treasuries/credit/real estate)

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Patrick Bourbon | Jun 20, 2026

2024-2025: NO.1 In Overvaluation Across The Board

Economy

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Patrick Bourbon | Jun 20, 2026

S&P Composite Cyclically Adjusted Price-Earnings Ratio (CAPE)

Economy

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Patrick Bourbon | Jun 20, 2026

Periods of Extreme Market Concentration during the Past Century

Economy

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Patrick Bourbon | Jun 19, 2026

Proportion of Funds That Outperform (2015-2024)

Economy

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Patrick Bourbon | Jun 19, 2026

Cumulative Median Alpha by Market Cap Segment

Economy

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Patrick Bourbon | Jun 19, 2026

Active vs. Passive: Performance

Economy

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