Daily Charts - Different this time?

Callum_Thomas
12-18

1.Different this time?

Here's a look back at the dot com bubble -- and yes it was and is very different now vs then... in many ways.

But are there similarities?

(tell me there isn't 😤 ) $.SPX(.SPX)$ $Cisco(CSCO)$ $Oracle(ORCL)$ $Qualcomm(QCOM)$

ImageImage

2."Cash is trash"

Fund Manager cash allocations at a record low...

(albeit to be fair, bonds and commodities are cheap, so if not stocks then those and not cash)

ImageImage

3.Fund managers think US stocks will be the best performing asset in 2025 (and almost none of them think bonds will be)

Fascinating...

ImageImage

4.Here's how valuations are tracking for 2 key cohorts within Global Equities

"ULG" is getting more and more expensive

"GSV" is starting to play catch-up

ImageImage

5.History of Bull Markets

ImageImage

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
7