Keyword: tech

Tech Fund Flows Are tech fund inflows indicating a potential bubble? Image: BofA Merrill Lynch Global Investment Strategy

Tech Bubble Chart suggesting that a second tech bubble could be about to burst. A strange feeling of déjà vu, even if the chart doesn’t take into account inflation-adjusted dollars. Image: Financial Times

Valuation: Utilities vs. Tech vs. S&P 500 Nice chart showing the valuation of utilities vs. Tech and the S&P 500. Currently, utilities are valued at 19.9x forward EPS, tech at 18.7x, and the S&P 500 at 16.4x Image: Fidelity Investments

S&P 500 Adjusted Net Profit Margin and Info Tech Margins Info Tech margins are twice as high as S&P 500 margins. Image: Goldman Sachs Global Investment Research

World Technology Earnings vs. Global Market World technology earnings have surpassed those of the global market. Image: Goldman Sachs Global Investment Research

U.S. Equities and Global Equities ex-U.S. This chart suggests that higher yields could cause great rotation from bonds to stocks, US equities to non-US equities, growth to value, large caps to small caps, tech stocks to bank stocks, credit to commodities,… Image: BofA Global Investment Strategy

U.S. Jobs of the 2010s Jobs in tech, construction, home health and fitness center were among the fastest growing of the decade. Image: Reuters

S&P 500 Drawdowns Since 2009 Low This chart puts drawdowns into perspective. Since 2009 low, the S&P 500 hasn’t had a technical 20% drawdown. Image: Advisor Perspectives, Inc.

The Largest Industry Weighting of the Top Six Stocks in the S&P 500 The six FAANMG stocks account for 17.51% of the S&P 500. Are we seeing another tech bubble? Image: Bianco Research

High Yield CCC-Rated Bonds Consumer-related and technology industries now represent more than one-third of CCC issues. Image: Arbor Research & Trading LLC