Search Results for: capital

S&P 500 – Buybacks, Dividends and Capital Expenditures 2018 corporate tax cut boosted dividends and buybacks, but not capex. Picture source: Deutsche Bank Global Research

S&P 500 Earnings and U.S. Capital Spending This chart shows that U.S. core capital spending is near a 20-year high. Are fears that U.S. companies may be curtailing spending plans overblown? Keep in mind that the absence of dividend cuts also suggests that U.S. companies are confident in their future earnings potential. Picture source: Leuthold Group

Sector Composition of the S&P 500 by Equity Capitalization This chart shows the evolution of S&P 500 sectors over time. Picture source: Goldman Sachs Global Investment Research

Allocation of U.S. Household Capital Investments This chart shows that American households are much more invested in equities than in the past. Picture source: TS Lombard

Market Capitalization of Listed Companies This nice visualization shows the U.S. stock market capitalization compared to the rest of the world. Picture source: howmuch.net

U.S. Corporate Profits, Capital Expenditures, Dividends and Buybacks What would happen if U.S. companies reinvested instead of buying their own shares and paying dividends? Picture source: Financial Times

Crypto Market Capitalization Percentages Bitcoin dominance is clearly on the rise and is now 69% of all cryptocurrency market capitalization. Picture source: CoinMarketCap

Valuation – U.S. Stock Market Capitalization-to-GDP The U.S. stock market capitalization-to-GDP is a general gauge of market valuation, but it’s not very useful for short-term market timing. Picture source: Bloomberg

Stock Plus Bond Market Capitalization as a Percentage of Nominal GDP The current reading is pretty high at 274.47%. You may also like the “Stock Market Valuation” and “S&P 500 Index – Earnings & Valuation.” Picture source: Bianco Research

Stock Market Capitalization as a Percentage of Nominal GDP This ratio is useful in determining whether the U.S. stock market is undervalued or overvalued relative to its historical average. The current reading is pretty high at 149.15%. You may also like the “Stock Market Valuation” and “S&P 500 Index – Earnings & Valuation.” Picture source: Bianco Research