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Small vs. Large New Low for Rolling 10YR Annual Excess Return Back to 1935

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2026

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Quality Factor

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2026

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US Outperformance Has Been Unprecedented In Our Investing Careers

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2026

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Top power producing countries (1985-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2026

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Patience in investing is paramount

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2026

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Valuation Matters Over the Long Term

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2026

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US Inflation & US College Tuition and Fees (June 1985-June 2025)

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2026

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Annualized Rolling 10 Year Relative Total Return of Growth vs. Value

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2026

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2009 tracking 1982-99 bull market

Submitted by Your Personal CFO - Bourbon Financial Management on March 23rd, 2026

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Bonds relative value vs. equities presents a potentially compelling forward-looking opportunity

Submitted by Your Personal CFO - Bourbon Financial Management on March 23rd, 2026

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