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Economy

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EPS growth vs P/E

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Core CPI and unemployment rate when fed starts rate cuts since 1955

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Blended U.S. money supply (year-on-year % change) since 1831

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Blended U.S. money supply (year-on-year % change) since 1831

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S&P bear markets vs bull markets since 1929

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Ownership of US equity market since 1945

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DJIA 10/01/1928 thru 12/31/1954

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Cumulative net domestic migration

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Case-Shiller US home price indices (as of April 2023)

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A default cycle has started

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