Performance Small-Cap Stocks – Russell 2000 vs. S&P 500 Relative Total Returns Based on President/Congress Since 1979 Historically, small cap stocks have outperformed large cap stocks in periods of a Democratic President and Democratic Congress. Image: BofA US Equity & Quant Strategy
Social Immobility vs. Income Inequality Countries with higher levels of income inequality have higher rates of social immobility. Will income inequality in the United States continue to worsen? Image: BCA Research
S&P 500 Performance from Different ISM Starting Points When the ISM is between 55 and 60, the S&P 500 tends to underperform its long-term average over the next 3, 6 and 12 months. Image: J.P. Morgan Asset Management
U.S. Dollar Index (Inverted) and 52-Week Change in Bitcoin Why do Bitcoin prices follow the U.S. dollar? Is Bitcoin really money? Image: Alpine Macro
U.S. Inflation Expectation – 30-Year Breakeven Rate Is inflation coming back in the United States? Image: Crescat Capital LLC
VIX and S&P 500 1-Month Realized Volatility Implied volatility remains elevated despite the equities rally. Image: Goldman Sachs Global Investment Research
Performance – Dogs of the Dow vs. S&P 500 from the 2020 Low The Dogs of the Dow (10 highest yielding stocks in the Dow Jones) are lagging the S&P 500 from the March low. Bullish rotation into lagging names is needed for the Dow Dogs to outperform the S&P 500 this year. Image: BofA…
S&P 500 – Return vs. Volatility Despite above average volatility, the coronavirus pandemic drove strong market gains in 2020. Image: Fidelity Investments
Markets Total Return in 2020 The coronavirus pandemic drove strong market gains in 2020, thanks to unprecedented monetary and fiscal stimulus, as well as positive news on vaccine development. Image: J.P. Morgan Asset Management
Number of Nasdaq 100 Companies with 50% Returns Since 2010 Which companies in the Nasdaq 100 will be a good bet in 2021? Image: Bloomberg
Volatility – Daily S&P 500 Closing Change > 1% or < -1% The S&P 500 Total Return has gained 18.40% in 2020, despite above average volatility. Image: Ken Fisher, Fisher Investments