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Economy

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Corporate Profits Near All-Time Highs as a Share of GDP

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US Stocks & Profits Gaining Market Share in Global Equities

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US Relative to the Rest of the World vs. USD

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NFIB Small Business Uncertainty Index (1980-2024)

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Exhibit 13: CDLI Total Return (Sep 2004-Jun 2024)

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Likelihood of stocks outperforming bonds in the US

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Stocks vs bonds in the long run

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30- Year Starting Safe Withdrawal Rate %, by Asset Allocation, 90% Success Rate

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U.S Housing Price Returns Since 1950

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Earnings/coupon yield on a 60/40 portfolio + 60/40 earning yield and subsequent 10 year annualized returns

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