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Timberland & agriculture performance (10 year rolling) since 2001

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MSCI world index long-term P/E ratio since 2003

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2000 - present day: Market dislocations

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S&P 500 reported EPS growth & DXY Y/Y % change since 1973

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US stocks minus international, rolling five-year return since 1974

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Annual total return for balanced portfolio of US taxable bonds since 1980

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US bull and bear markets since 1966

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Case-Shiller home price index during recessions since 2002

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Consumer price index for all urban consumers since 1915

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Things you can vs. cannot control

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