Nasdaq 100 Index: Today vs. 1997-2001
Nasdaq 100 Index: Today vs. 1997-2001 Are investors facing another tech bubble? Image: Alpine Macro
Nasdaq 100 Index: Today vs. 1997-2001 Are investors facing another tech bubble? Image: Alpine Macro
Drawdowns and Nasdaq Net Future Positions of Asset Managers Nasdaq net future positions of asset managers are close to historical highs. Should investors be concerned? Image: Goldman Sachs Global Investment Research
Nasdaq 100 Deviation from 200-Day Moving Average The risk of a reversion grows, as the Nasdaq 100 trades 2-standard deviations above the 200 DMA. Image: Scotiabank GBM Portfolio Strategy
Valuation – Nasdaq 100 vs. S&P 500 Ratio The ratio of the Nasdaq 100 to the S&P 500 has only been higher in 2000, during the dotcom bubble. Image: U.S. Global Investors
Valuation – S&P 500 and Nasdaq Composite Forward P/E vs. U.S. 10-Year TIPS Yield This chart suggests the good correlation between stock multiple and U.S. real yields (inverted). Image: BCA Research
Nasdaq Composite Relative to CSI 300 Will U.S. growth stocks continue to outperform Chinese equities? Image: Gavekal, Macrobond
EU27 Nominal GDP vs. Nasdaq Market Capitalization Is tech in a bubble? The Nasdaq market capitalization is now bigger than the nominal GDP (in U.S. dollars) of the European Union’s 27 member countries. Image: Deutsche Bank
Performance – S&P 500 vs. Nasdaq Will the Nasdaq continue to outperform the S&P 500? Image: The Daily Shot
Nasdaq 100 Optimism Index Pullback on the horizon? The Nasdaq 100 Optimism Index’s Average is the highest for the last 20 years. Image: Axios Visuals
Valuation – Nasdaq Internet Forward P/E vs. Total Fed Assets Chart suggesting the close relationship between the Nasdaq Internet forward P/E and total Fed assets. Image: Lohman Econometrics