1. Looks like U.S. Housing is running into another headwind... affordability

Source: WSJ Daily Shot, As of 9/21/17
2. Is the volatility level becoming surreal?

Source: WSJ Daily Shot, As of 9/20/17
3. A canary?
Source: WSJ Daily Shot, As of 9/21/17
4. ...And interest rates are likely to rise... but how far and how fast?

Source: WSJ Daily Shot; As of 9/21/17
5. Given the Fed and ECB's actions this is even more surreal!!

Source: WSJ Daily Shot; As of 9/20/17
6. Despite claims of this being the most expensive market ever....

Source: JP Morgan Asset Management; Data as of 6/30/17
7. Some metrics on the health of large U.S. Corporations.

Source: JP Morgan Asset Management; Data as of 6/30/17
8. Here is the Fed's plan. We'll see if the markets cooperate…

Source: JP Morgan Asset Management; Data as of 6/30/17
9. Encouraging signs of global economic health (or is this confirmation bias?)

Source: JP Morgan Asset Management; Data as of 6/30/17
10. Why it is so hard to meet a financial plan with a 4-5% withdrawal rate

Source: JP Morgan Asset Management; Data as of 6/30/17
11. SMID continues to move up...

Source: Thechartstore.com; As of 9/24/17
12. Utilities and high dividend payers took it on the chin with rising rates.

Source: Thechartstore.com; As of 9/24/17
13. Is it possible a correction could be caused by all the short positions on the VIX (when they cover)?

Source: WSJ Daily Shot; As of 9/19/17


