5 charts from the past week that tell an interesting story in markets and investing… 1) The Amazon Economy It’s hard to imagine a scenario that would have benefited Amazon more than forcing brick-and-mortar stores to close and telling people to stay home. And benefit they did, with 40% revenue growth in the past year, […]
5 charts from the past week that tell an interesting story in markets and investing… 1) Great Expectations Tesla reported earnings this week with high expectations going in. A year ago, the stock was trading at less than 2x sales. Before earnings, it was trading at an incredible 12x sales, with its stock up over […]
5 charts from the past week that tell an interesting story in markets and investing… 1) Bonds for the Long Run? Total returns over the last 20 years… US Stocks: +227% Long-term US Corporate Bonds: 378% Corporate bonds yields were at 8% 20 years ago. Today they’re at 2.05%, an all-time low. The future is […]
5 charts from the past week that tell an interesting story in markets and investing… 1) The Big 4 On March 9, 2009, the combined market cap of Apple, Microsoft, Google (Alphabet), and Amazon was $326 billion. Their combined market cap today: $5.77 trillion, up more than 17x since 3/9/09. 2) Dividends … Down S&P […]
5 charts from the past week that tell an interesting story in markets and investing… 1) The King of Buybacks Apple has bought back $338 billion in stock over the past 7 years, which is greater than the market cap of 492 companies in the S&P 500. 2) Top S&P 500 Stocks … Last 20 […]
5 charts from the past week that tell an interesting story in markets and investing… 1. Dow Winners and Losers… It’s a tale of sectors in the Dow this year. Large tech names (Microsoft and Apple) are acting as if they are immune to recession while the shutdown has hit Industrials (Boeing, Raytheon), Energy (Exxon […]
5 charts from the past week that tell an interesting story in markets and investing… 1. The Worst Risk/Reward in History? Yields on investment grade US corporate bonds hit a new all-time low this week: 2.23%. 2. The Irrational Investor Would you pay someone $205 for an asset worth only $21.87? Investors in the Ethereum […]
5 charts from the past week that tell an interesting story in markets and investing… 1. From Nikola to … The mania is back, this time in a company called Nikola ($NKLA), named after famous inventor Nikola Tesla. Hyped as a potential competitor to Tesla, the hybrid truck design company’s stock has skyrocketed. On Tuesday, […]
5 charts from the past week that tell an interesting story in markets and investing… 1. Winners and Losers The best and worst performing stocks in the S&P 500 and Russell 1000 this year… 2. Jobs Coming Back … Slowly The US Unemployment Rate moved down to 13.3% in May from 14.7% in April. The […]
5 charts from the past week that tell an interesting story in markets and investing… 1. Mortgage Rates at Historic Lows The 30-Year Mortgage Rate in the US hit another all-time low this week: 3.15%. 2. 81 … As in 81 Central Banks around the world cutting interest rates thus far in 2020. We’ve never […]