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What Does Life Look Like at the End of the Supercycle?

What Does Life Look Like at the End of the Supercycle?.png

U.S. consumer in good shape

U.S. consumer in good shape.png

Timing the market is risky

Timing the market is risky.png

Net flows of mutual funds(MFs) and exchange-traded funds(ETFs)

Net flows of mutual funds(MFs) and exchange-traded funds(ETFs).png

FORWARD VALUATIONS ARE NEAR LONGER-TERM AVERAGES

FORWARD VALUATIONS ARE NEAR LONGER-TERM AVERAGES.png

Equity sector compositions have changed over time

Equity sector compositions have changed over time.png

Emerging Markets Are More Than a Commodity Play

Emerging Markets Are More Than a Commodity Play.png

Commodity Cycles Have Been Shortening From 1803

  • COMMODITY CYCLES HAVE BEEN SHORTENING.png
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