Blog

When do Europeans retire?

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Economy

Foreign stock valuations are attractive and at a significant discount to US stocks since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Valuation

2022 was the first calendar year ever both stocks and bonds fell more than 10%

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Economy

Year-to-date total returns (% US) and MSCI country returns (%)

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Returns

The S&P 500 has significantly more technology exposure compared to Europe

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Economy

The best and worst performing sectors since 2008

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Economy

Average annual consumer price index (CPI) vs. average annual CRSP 6-10 index performance since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Returns

Small-cap value, small-cap growth, and small-cap are the only indexes cheaper than their historical average

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Returns

Calendar year returns for subsequent years to negative return years for the CRSP 6-10 since 1946

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Returns

Russell 2000 vs. Russell 1000 median LTM EV/EBIT excluding negative EBIT companies since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

Returns

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