Tech Fund Flows

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

Tech Bubble

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

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

U.S. Equities and Global Equities ex-U.S.

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

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

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.

High Yield CCC-Rated Bonds

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