S&P 500 Percentage of Up Days by Year This year, the S&P 500 recorded gains 59.3% of the time. This has been rare since 1928. Image: Bespoke Investment Group

Asset Class and Sharpe Ratio Since 1990 The sharpe ratio is a measure of risk-adjusted return. This year, major asset classes have a positive and high sharpe ratio. Image: Arbor Research & Trading LLC Click…

Fed Funds vs. Private Sector Wage Growth The last three U.S. economic expansions ended with the Federal Reserve hiking to curb wage growth, but not this time. That’s quite bullish. Image: BofA Global Research

60/40 Portfolio Yearly Total Return The 60/40 portfolio gains more than 22% this year and is on pace for its best year since 1997. Image: Bianco Research Click the Image to Enlarge  

S&P 500 Drawdowns Since 2009 Low This chart puts drawdowns into perspective. Since 2009 low, the S&P 500 hasn’t had a technical 20% drawdown. Image: Advisor Perspectives, Inc.

Cumulative Flows into Growth ETF vs. Value ETF Performance has been in favor of growth this year, despite flow into value. Image: BofA Securities

U.S. Wage Growth and Business Cycles Despite the U.S. economic expansion is now the longest in history, wage growth has been much slower during this business cycle than in previous cycles. Image: CNBC

Correlation of VIX with U.S. 10-Year TIPS Yields The correlation of the VIX with U.S. 10-year TIPS yields has turned negative, as it was during the dot-com bubble burst, the Great Financial Crisis, the European…

U.S. Job Openings and Unemployment The U.S. labor market is very tight. There are still more open jobs than unemployed workers. Image: FactSet

Federal Reserve’s Balance Sheet and “Not QE” Welcome to “Not-QE”. The Fed’s balance sheet is expanding at fastest rate since the Great Financial Crisis. Image: US Global Investors

Volatility and Equity Bull Markets Since 1928, when equities are still rising, volatility tends to increase in the last stage of bull markets. Image: BofA Merrill Lynch Global Research