Search Results for: tech

Performance – S&P 500 Tech Sector Relative to Financials Could financial stocks head higher and continue to outperform the S&P 500 tech sector? Image: Longview Economics

MSCI World and World Technology 12-Month Forward Earnings Yield Minus U.S. 10-Year Bond Yield Over the last 4 years, the MSCI World tended to decline when the yield gap was close to 2%. Image: Societe Generale Cross Asset Research

S&P 500 Index and Non-Profitable Tech Stocks Despite the lack of profit, non-profitable tech stocks continue to rise. Are they in a bubble? Image: The Daily Shot

Tech Fund Flows (6-Week Cumulative) Record inflows to tech past 6 weeks, as investors expect the tech sector to continue to outperform. Image: BofA Global Investment Strategy

Valuation – World Technology 12-Month Forward Earnings Yield and 10-Year Treasury Bond Yield Plus 2.5 Tech stocks are less attractive, as the world tech 12-month forward earnings yield is now below the 10-year Treasury bond yield plus 2.5. Image: BCA Research

The Rise of the Tech Giants – Market Value In terms of returns to shareholders, Jeff Bezos (Amazon) is behind Elon Musk (Tesla) and Bill Gates (Microsoft) since flotation or during the CEO’s tenure. Image: Financial Times

Weekly Tech Equity Fund Flows Tech inflows remain very strong, as investors expect the tech sector to continue to outperform. Image: BofA Global Investment Strategy

Monthly Tech Performance Around Peak Has tech performance reached its peak? Image: Deutsche Bank

Bull Market – IG + Tech Fund Flows and S&P 500 What will end the current bull market? Image: BofA Global Investment Strategy

Central Bank Liquidity and the Market Capitalization of Tech Stocks Central bank liquidity tends to push tech stocks higher. Image: BofA Global Investment Strategy