Evan Frazier, CAIA
Research Analyst, U.S. Equities
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have caused many to draw parallels between present-day conditions and those of the late 1990s. Some feel as though investor exuberance surrounding innovative companies is irrational, and that 2021 could bring with it a paradigm shift in terms of sentiment and market leadership.
This newsletter seeks to assess the extent to which the current equity landscape mirrors the Dot-com Bubble with an analysis of performance, sector concentration, profitability fundamentals, and valuations.
Read > Tech Bubble Revisited? Contrasting the Current Landscape with the Dot-Com Boom and Bust
01.14.2021
As we are beginning to see a possible finish line on the COVID-19 front, there is an expectation in the…
01.07.2021
— COMING JANUARY 21st — This video will coincide with our annual Market Preview newsletters (also coming…
01.05.2021
Inflation has remained well below 3% in the United States for nearly a decade despite a record economic expansion and…
12.22.2020
While the recent approval and rollout of the Pfizer and Moderna vaccines would be expected to assist in the gradual…
12.21.2020
With the COVID vaccine’s worldwide distribution and adoption starting last week, many investors are aiming to project an inflation outlook…
12.17.2020
Despite the enormous challenges of 2020, financial markets have rebounded. While baffling at face value, the contrast between market performance…
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