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Unemployment Rates by Education Level Since 1996

Unemployment Rates by Education Level Since 1996.PNG

Janet Yellen Was Right_ Post-2008 Structural Headwinds Are Waning

Janet Yellen Was Right_ Post-2008 Structural Headwinds Are Waning.PNG

Average Annual Earnings

Average Annual Earnings.PNG

Global Stocks Excluding the Leading Asset_ US Growth Since 2000

Global Stocks Excluding the Leading Asset_ US Growth Since 2000.PNG

2019 Limits for Retirement Accounts

2019 Limits for Retirement Accounts.PNG

Interest Rates and Equities Rise Together 1950 to 1973

Interest Rates and Equities Rise Together 1950 to 1973.PNG

US Stocks_ Less Sensitivity to Higher Rates Because Free Cash Flow Yields Remain Attractive Since 1980

US Stocks_ Less Sensitivity to Higher Rates Because Free Cash Flow Yields Remain Attractive Since 1980.PNG

Rebalancing Labor vs Capital_ More Reflationary Growth Will be Disruptive

Rebalancing Labor vs Capital_ More Reflationary Growth Will be Disruptive.PNG

The US Political Cycle Turns Favorable_Q4 2018 through Q2 2019

The US Political Cycle Turns Favorable_Q4 2018 through Q2 2019.PNG

Economic Gravity_ Shifting to the US Once Again Since 1980

Economic Gravity_ Shifting to the US Once Again Since 1980.PNG

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