The app for independent voices
How do Stocks & Bonds behave versus inflation and various economic growth regimes? 125 years of data for the win!
👉 Stocks have positive real returns in all but stag-flationary environments
👉 Bonds do decent also, but they really get hit by inflation
P.S. way more via my future two distinct S&P 500 reports and MSCI World report — materially improved in all areas: structure, flow, insights and special metrics you rarely see:
✍️ S&P 500 Report: Valuation, Fundamentals, Special Metrics & Leading Indicators
✍️ S&P 500 Report: Performance, Sentiment, Seasonality, Technical Analysis
✍️ MSCI World Report: The Ins and Outs!
P.S. also way more on the U.S. Economy via my improved deep dive — for both Top-Down & Bottom-Up approaches, connecting the mighty Macro-Finance bridge:
✍️ The State of the U.S. Economy in 75 Charts
Free to subscribe = free to enjoy!
With respect,
Mav
