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The Great Empires (600-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2025

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US Outperformance vs. Europe: Unprecedented in our Investing Careers (1970-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2025

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International Market Offer a Premium Relative to Bonds (2003-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 4th, 2025

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U.S. Dollar Historically Rises and Falls in Multi-Year Cycles (1973-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 4th, 2025

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US Stock Valuation Premium Remains Elevated Relative to International (1970-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 3rd, 2025

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The Great Empires (1500-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 3rd, 2025

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Real House Prices (1976-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2025

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U.S.% of Global Indices vs. % of GDP (2001-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2025

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Europe vs. U.S. FCF Yield (2006-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 1st, 2025

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P/E Discount: Europe vs. U.S. (2004-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 1st, 2025

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