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EM index drawdowns and next 12-month returns since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Forward P/E discount: DM ex-US and EM relative to US since 2005

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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MSCI China vs MSCI ACWI index since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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The dollar remains significantly above fair value since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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JP Morgan market recap 1/30/23

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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2010-2022 default rates across US and European HY bonds and loans

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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US HY bond and leveraged loan recovery rates % since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Euro HY and US HY since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Equities have typically troughed 6-9 months before earnings reach their low in past bear markets

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Expected real return on a 60/40 portfolio over the next 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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