U.S. Tech and Global Markets – Nasdaq Composite vs. MSCI World ex. U.S. This chart shows the dominance of U.S. tech companies in global markets, as the Nasdaq has grown bigger than the rest of the world’s stock market. Image: Goldman Sachs Global Investment Research
Nasdaq vs. S&P 500 and Dow Jones The Nasdaq Composite is back into positive territory for 2020, after the sharp sell off in March. Image: CNBC
Stocks – GRANOLAS vs. NASDAQ Europe does not have the FAAMG, but it has the GRANOLAS (Glaxosmithkline, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, Astrazeneca, SAP and Sanofi). Image: Goldman Sachs Global Investment Research
Relative Valuation: Small Caps vs. Nasdaq 100 Index The relative valuation today suggests that small caps should lead the Nasdaq 100 over the next decade. Image: Morgan Stanley
Trend for Nasdaq vs. S&P 500 The trend for Nasdaq vs. S&P 500 hit the highest level since the dotcom bubble, as investors have favored growth stocks. Image: BofA Global Research
Bubbles – Bitcoin, Nasdaq, Gold, U.S. Housing, Commodities, Nikkei Detecting and measuring asset bubbles is not an easy task. This chart puts things into perspective. Image: J.P. Morgan
U.S. Stock Market: Nasdaq Rally Chart suggesting that the current Nasdaq rally isn’t a replay of the dotcom bubble Images: CNBC
Bitcoin vs. Nasdaq This chart highlights the similarities between Bitcoin price movements and Nasdaq during the dotcom bubble. Image: Morgan Stanley Research
Nasdaq 100 and S&P 500 Seasonality The Nasdaq 100 and S&P 500 seasonality chart from 1985 to 2018 (excluding 2008). This is not a forecast. Image: Goldman Sachs
2020 Returns by Market and Factors Despite the recent pullback, the Nasdaq is up nearly 19% YTD. Image: J.P. Morgan