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- This is a chart from JPM 2020 Outlook of post-war economic expansions.
- The thing not to forget about the current (Q4 07) expansion, which is running into a record 126 months, is how shallow it is vs. others.
- Interesting chart showing the performance of three buckets of S&P 500 based on their use of capital since December 2017.
- Suggests the stock market hasn’t rewarded reinvestment.
- Table showing weight of top two holdings of sector ETFs.
- Amazingly 3 ETFs have two holdings account for ca. 40% of the assets.
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