Evan Frazier, CFA, CAIA
Senior Research Analyst
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
01.25.2023
As winter takes hold in the northern hemisphere, there are those that choose to escape to warmer climates and those…
01.05.2023
This video is a recording of a live webinar held January 19 by Marquette’s research team, featuring in-depth analysis of…
01.17.2023
If recent data points collected by the Federal Reserve are any indication, major financial institutions are bracing for a period…
01.04.2023
Last summer, gasoline prices retreating was one of the first bright spots at the macroeconomic level. Since then, CPI has…
12.15.2022
After an incredibly strong run in venture capital, public market weakness is beginning to show through in the VC space,…
12.14.2022
In classical philosophy we are taught that there are four virtues of mind and character. Given the uncertainty that lies…
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