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No Overheating Here_ EM Real Earnings Per Share Remains Well Below the Long-Term Trend (1995-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

No Overheating Here_ EM Real Earnings Per Share Remains Well Below the Long-Term Trend (1995-2015).PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

Emerging Economies CPI 1996-2017 Annual YoY % Since 2000.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

3 Year Rolling Correlation of Fed Funds Rate and EM and DM Relative Performance Since 1995.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

3 Year Rolling Correlation of Fed Funds Rate and the US Trade-Weighted Dollar Since 1998.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

USD Overvaluation vs Foreign Currencies Based on Purchasing Power Parity Since 1980.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

When Emerging Markets Are Down 20%.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

Long Term Capital Market Assumptions.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

Equity Markets are Typically Fine Until Inflation Reaches 4%.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 30th, 2018

Housing Prices in Australia and Canada Have Rapidly Appreciated Since 2000.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on November 16th, 2018

Bull Markets Since 1935.PNG