Search Results for: tech

Performance – Top 5 Stocks vs. S&P 500 and Remaining S&P 500 Stocks Will the top 5 mega-tech stocks continue to underperform the S&P 500? Image: J.P. Morgan Asset Management

Inflows as % of Assets Under Management (AUM) Cash, gold and tech are the largest inflows this year, amid the coronavirus pandemic. Image: BofA Global Investment Strategy

Coronavirus – COVID-19 Vaccine vs. Placebo The Pfizer/BioNTech COVID-19 vaccine starts working within about 10 days of the first dose. Image: Financial Times

Valuation – S&P 500 Value/Growth and “Expected” Real 10-Year Lower interest rates for longer could support higher valuations of tech stocks. Image: Nordea and Macrobond

Nasdaq 100 The Nasdaq 100 is rising, as a Democratic government won’t likely be able to regulate big tech companies. Image: The Daily Shot

Stocks – Basket of Biden Longs vs. Basket of Biden Shorts Is no Democratic sweep good news? Biden shorts, like tech and managed care, rose significantly. Image: BofA Global Research

Asset Bubbles and Tight Money Should the Fed raise rates to prick the tech bubble? Image: Alpine Macro

NYSE FANG+ Stocks vs. Four Horsemen 1997-2000 Another tech bubble in the making? Image: Alpine Macro

Average Relative Sector Performance During Republican vs. Democratic Presidents Tech has tended to outperform on average under a Democratic president. Image: BofA US Equity & Quant Strategy

Market Capitalization Weight – FAANG Stocks vs. IT Sector (1995-2000) Are investors facing another tech bubble? Image: Alpine Macro