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Observations Lab
Macro Thoughts
Capital Markets Lab
Asset Management
Markets in History
Beyond Finance
Quotes on the Fly
Chart Gallery
Academia
The Coffee Chronicles
Asset Management
Pension Funds
Wealth Managers
The Library
S&P vs USTs (Risk Adjusted)
Imbalances: US equities have lost c. 75% of their value vs bonds from 1971 until 2016
Hugh Hendry
Eclectica Asset Management, 2016
Imbalances: US equities have lost c. 75% of their value vs bonds from 1971 until 2016