26 Jun 2024
US equity markets have never been more expensive than the rest of the world on a price to book basis.
Source: Tavi Costa, Bloomberg
26 Jun 2024
A century of investing
Source: Mario Gabelli on X, BofA
26 Jun 2024
The market has gone ahead of historical average return
Source: Goldman Sachs
25 Jun 2024
Wow. The average S&P500 stock has been on average 4.5x as volatile as the broader index!
Chart: Goldman Sachs Source: Markets & Mayhem
25 Jun 2024
And so begins the S&P 500 buyback blackout period . . .
Source: Markets & Mayhem
24 Jun 2024
Here are the stocks driving the S&P500’s almost 15% return so far in 2024.
Source: Evan
24 Jun 2024
The market cap-weighted S&P 500 is outperforming the equal weight index by nearly 10% this year, following 12% outperformance in 2023.
Since 1971, the only back-to-back years with a higher combined outperformance: 1998-1999. Source: Charlie Bilello
24 Jun 2024
The Nasdaq 100 and Bitcoin have moved in tandem for the past 4+ years.
With the recent Tech rally, the Nasdaq is showing its largest divergence versus Bitcoin during this time frame. Will we see bitcoin catch up or Tech catch down? Source: David Marlin
