What Bubble? – Mutual Funds and ETF Cumulative Flows into Equities and Bonds Since 2009 Are U.S. equities a long way away from being in bubble territory, as inflows since 2009 have gone into bonds, not equities? Image: Fidelity Investments
Bubble – U.S. Existing House Price Divided by Median Family Income Are Americans trapped in another housing bubble? Image: Evercore ISI
S&P 500 “Bubble” Levels The S&P 500 “bubble” level should be at 4,520 today and the 12-Month PE above 26x to match the levels of 1987, 2000 and 2008. Image: Pictet Asset Management
Bubbles – FMS Investors and the Most Crowded Trade Are tech stocks and Bitcoin in bubble territory? Image: BofA Global Fund Manager Survey
Market Bubble’s Life Cycle Is the equity market’s rise driven by mania? Image: TS Lombard
Trend Search for “Stock Market Bubble,” Interest Over Time Is a storm coming as searches for “Stock Market Bubble” reached an all-time high in January? Image: Morgan Stanley Wealth Management
45 Years of Asset Bubbles The parabolic move of Bitcoin in a short period of time has pushed it into bubble territory. Image: Deutsche Bank
Bubbles and Bitcoin – Trough to Peak Price Moves (%) Within 3 Years of the Highs for Selected Assets Through History Bitcoin is around half of the tulip bubble in 1637. Image: Deutsche Bank Click the Image to Enlarge
Asset Bubbles – Bitcoin, Equities and Bonds Are Bitcoin and U.S. tech stocks in bubble territory? Image: Deutsche Bank Research
Asset Bubbles and Tight Money Should the Fed raise rates to prick the tech bubble? Image: Alpine Macro
Bubble – Wilshire 5000 to Nominal GDP Ratio The ratio of market capitalization to GDP is now higher than it was before the Internet bubble burst. Is the U.S. stock market on a bubble? Image: Statista