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- DC Lite #262
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1. Annual performance quilt. Bitcoin has been the top-performing asset in 8 of the last 10 years, including this one.
2. ETF flows vs. SPX returns. "ETF investors go from comfortably bullish to extremely bullish as the gap between 6M rolling equity ETF flows vs SPX return is about as wide as it's ever been."
3. Market concentration. "If you allocate $1 into the S&P 500 ETF into your 401K retirement account, 33 cents get allocated into the top 7 stocks - a record high."
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4. SPX bottom-up price target. Analysts' bottom-up target price estimate for the S&P 500 typically overshoots the actual year-end price by 6.9%. Applying this average overestimation to the current price target of 6,678.18 implies S&P 500 at 6,215.94 by the end of 2025 (~2.7% above today's close).
5. Corporate profits vs. GDP. "How strong are corporates? If we were only given space for one chart to answer this question, it would be Exhibit 23. American businesses are in the midst of an historic profit boom."
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