Dow Jones Industrial Average vs. S&P 500 The Dow Jone Industrial Average is lagging the S&P 500, as it is underweight in technology and overweight in financials and industrials. Image: CNBC

Mega-Cap Growth Stocks – Awesome 8 “Awesome 8” stocks are up around 60% YTD, while median US stocks are down 14% YTD. Image: BCA Research

Apple Stocks – Market Capitalization Apple hit a market capitalization of $2 trillion. But is the stock a buying opportunity? Image: Financial Times

U.S. Retail Sales – Store Retailers vs. Nonstore Retailers Can U.S. store retailers come back to life as the lockdown eases? Image: BCA Research

S&P 500 and % of S&P 500 Members with New 52-Week Highs The S&P 500 hit all-time high, but with fewer stocks participating. Image: Bloomberg

Correlation – U.S. Dollar and U.S. Equities The correlation between the U.S. dollar and the S&P 500 (inverted) rises sharply. Image: BofA Global Research

Bear Market – S&P 500 Recovery After >30% Declines It was the fastest bear market and the fastest recovery in history. Image: Hondo Tomasz

NAAIM – Equity Exposure of U.S. Active Managers U.S. active managers are optimistic, as they have the highest level of exposure to equities in over two years, betting on a rebound in global growth. Image:…

Banks and U.S. Real Yields Banks suffer from low real yields, as it is more difficult for them to make a profit from lending. Image: Bloomberg

Bank Business Lending Standards U.S. banks are tightening lending standards amid uncertain economic outlook. Image: Goldman Sachs Global Investment Research

Apple – 10-Year Percentage Change in Market Capitalization What’s a better buy? Apple or the S&P 500? Image: CNBC