Long-Term U.S. Government Bond Quarterly Total Returns
Long-Term U.S. Government Bond Quarterly Total Returns With low interest rates and inflation on the horizon, is Warren Buffett right to be bearish on bonds? Image: Financial Times
Long-Term U.S. Government Bond Quarterly Total Returns With low interest rates and inflation on the horizon, is Warren Buffett right to be bearish on bonds? Image: Financial Times
Growth vs. Value Rotation The latest rotation has been the most significant since 2010. But will Value still falter in the long run? Image: Goldman Sachs Global Investment Research
U.S. Small Business Sales U.S. small business sales have accelerated sharply, but how long will this last without more stimulus? Image: Morgan Stanley Research
Growth vs. Value Return Value is beating Growth year-to-date. But is Value the long-term winner? Image: Goldman Sachs Global Investment Research
Annual Global Equity Flows Global equity inflows are very strong. Image: BofA Global Investment Strategy
WTI Crude Oil Price and Fitted Oil Price Should investors expect higher oil prices in 2021 and 2022? Image: Deutsche Bank Asset Allocation
U.S. Trade-Weighted Dollar and Twin Deficits as % of GDP (Leading Indicator) Historically, the twin deficits tend to lead the U.S. dollar by two years. Image: Deutsche Bank
Real S&P 500 Gain and 1942-1946 Analog Will U.S. equities continue to follow the 1942-1946 analog? Image: Fidelity Investments
Distribution of Bitcoin Value by Fraction of Addresses (Accounts) Is everyone getting rich with Bitcoin? The top 2.4% of addresses with the largest balances own 95% of total Bitcoin. Image: BofA Global Research
Stocks – Sector Correlations vs. Intrasector Stock Correlations The fact that stocks are more differentiated than sectors bodes well for stock pickers. Image: BofA US Equity & Quant Strategy
S&P 500 Index Bull Markets (Since WWII) The First Year and the Second Year Historically, the S&P 500 Index tends to add gains in year two of bull markets. Image: LPL Research