Global GDP Share vs. Equity Opportunity Set

The following chart shows the world GDP share between the US, other developed and emerging markets and the global equity investment opportunity set. The US accounts for just 15% of the global GDP but over 31% of firms over $5 billion in market capitalization in the world are US-based. This is because many of the …

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S&P Secular Bull vs Bear Markets From 1871: Chart

The following inflation-adjusted chart shows the S&P 500 bull and bear markets from 1871 thru July, 2019. The US market as represented by the S&P 500 is in a secular bull market about 60% vs. about 40% in the bear market. Currently we are in a secular bull market which started in Mar-Apr 2009 at …

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The Five Worst U.S. Bear Markets Since 1973: Chart

Markets have become more volatile in recent weeks as fears of a recession grows. Trade war and other factors continue to add more fuel to the fire. In this scenario, it is important to be better prepared for the future. The following chart shows the five worst bear markets in the past 45 years: Click …

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