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U.S. 10Y Yields

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2020

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S&P 500 vs. Financials (Bloomberg Data 2007-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2020

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Likelihood of Value's Recent Drawdown Is Low but Not Implausible ( Research Affiliates 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2020

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S&P500 buybacks since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2020

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Government Deficit as Percentage of GDP

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2020

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Stocks have trended higher regardless of which party has been in office (Morningstar Data 1933-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2020

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Value Is Not Unique... All Factors Have Long Dry Spells ( Research Affiliates 1962-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2020

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S&P500 vs. Financials

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2020

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European equities' absolute and relative performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2020

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Value Has Underperformed Since 2006 ( Research Affiliates 1963-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2020

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