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

Proportion of Unprofitable IPOs

Proportion of Unprofitable IPOs The proportion of unprofitable IPOs has reached 70%, the highest level since the tech bubble 20 years ago. Image: BofA Merrill Lynch

EPS Growth This Cycle

EPS Growth This Cycle This chart shows the exceptional earnings growth in the technology sector over this business cycle. Image: KKR Global Macro

Growth Has Outperformed Value Since 2015

Growth Has Outperformed Value Since 2015 Is is time for value stocks to shine? Actually, tech stocks contribute to widening the gap between growth and value. Image: Wells Fargo Investment Institute

Is Tesla Stock a Good Investment?

Is Tesla Stock a Good Investment? Ouch, Tesla stock is down from $377 to $196 in just 23 weeks. Tesla is not a tech company, but a car company. It isn’t making as much money as expected. The future of Tesla is far from certain, with billions in debt coming due soon. Image: Hedgeye Risk…