Category: Blog

SPACs and IPOs SPACs and IPOs are down year-to-date, but are they out? Image: Morgan Stanley Wealth Management

Relative Price of Real Assets vs. Financial Assets and U.S. CPI Inflation Real assets tend to move in line with inflation and generally performs well in inflationary environments. Image: BofA Global Investment Strategy

Economic Cycle – U.S. Economic Expansion Economic cycles of growth can last many years, with an average of more than five years. Image: LPL Research

U.S. Dollar Index Overlay With Early 2003 Will the U.S. dollar depreciate further over the next few years? Image: Nautilus Research Click the Image to Enlarge

Bitcoin – Annual Electricity Consumption Bitcoin now consumes more electricity per year than Argentina. Image: Deutsche Bank

Bitcoin Energy Consumption Compared to Select Countries Is Bitcoin really bad for the environment? Image: BofA Global Research

Real Effective U.S. Dollar and Fair Value Is the recent weakness of the U.S. dollar the beginning of a large move? Image: Alpine Macro

S&P 100 Stocks – ETF Ownership and Return Large-cap U.S. stocks with high ETF ownership tend to underperform since 2018. Image: Financial Times

U.S. Dollar Weighted CPI Differential Historically, when U.S. CPI is higher than rest of the world, the U.S. dollar’s performance tends to be softer. Image: Morgan Stanley Research

The S&P 500 from the 1950, 1980 and 2013 Secular Bull Market Breakout Points Should investors expect the S&P 500 to hit 4600-4900 into late 2021 to early 2022? Image: BofA Global Research Click the Image to Enlarge  

Gold – Real Total Returns Based on U.S. CPI Regimes Historically, gold tends to do well when inflation is above 3% and rising. Image: Goldman Sachs Global Investment Research