Earnings Season Playbook: Q3 2022 Reports To Watch

Earnings season rolls around four times a year and brings with it a frenzy of information. The first six months of 2022 resulted in one of the worst first-half performances for stocks in history. Persistent inflation, “jumbo” Fed rate hikes, and a mighty-strong US Dollar have impacted not only market returns but underlying corporate earnings … Continued

Trending Stocks, Funds, and Econ Data: August 2022

With every edition of What’s Trending on YCharts?, we reveal the stocks, funds, and economic data that generated the most search traffic each month on YCharts. Are any of these names or data points on your radar? YCharts pageview data from August 2022 showed that trending market topics include Mega Cap stocks dragging indexes lower, … Continued

$SHOP Price Cut, Record Low Oil Reserves, Short-Duration Funds | What’s Trending on YCharts?

With every edition of What’s Trending on YCharts?, we reveal the stocks, funds, and economic data that generated the most traffic each month on YCharts. Are any of these names or data points on your radar? YCharts pageview data from July 2022 showed that trending market topics include Shopify’s (SHOP) selloff amid a slowing e-commerce … Continued

Record Gas Prices, $BRK Valuation, Income Fund Yields | What’s Trending on YCharts?

With every edition of What’s Trending on YCharts?, we reveal the stocks, funds, and economic data that generated the most traffic each month on YCharts. Are any of these names or data points on your radar? YCharts pageview data from June 2022 showed that trending market topics include the price-to-book ratio for Berkshire Hathaway (BRK.A, … Continued

What’s the S&P 500 Without Its FAANGs?

Given the sheer size of “mega cap stocks”—being Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG & GOOGL), Meta Platforms (FB), Tesla (TSLA), NVIDIA (NVDA), and formerly Netflix (NFLX)—most portfolios carry noteworthy exposure to these companies.  And so it’s worth asking: how would the S&P 500, and most of our portfolios, have performed without these … Continued

The Risks & Rewards of Leaning into Mega Caps

There are over 29,000 individual stocks listed in the YCharts stock universe. But what if we told you that a typical investor portfolio has as much as one-eighth of its entire value riding on just eight companies? Given the sheer size of the Mega Cap Stocks—those companies being Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Netflix … Continued

Monthly Market Wrap: December 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

The 14 Charts that Defined 2021 with Josh Brown and Friends

YCharts hosted Josh Brown, founder of The Compound YouTube Channel and CEO of Ritholtz Wealth Management, to discuss The Charts that Defined 2021. Armed with perspectives and charts from top advisors, commentators, and #FinTwit leaders, we broke down 14 major investing themes that shaped 2021 and what they mean for the year to come. And … Continued

Turning a $10K Investment into $39M with Austin Lieberman

FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin ​​A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued

21 Stock Market Trends to Watch in 2021

Back in December, we teamed up with Josh Brown, CEO of Ritholtz Wealth Management, to bring you Hindsight on 2020: Charts of the Year. Together, along with insights and perspectives from top advisors, investors, and #FinTwit leaders, we recapped the most noteworthy market trends of 2020—and why they happened—all in one memorable webinar. With 2020 … Continued