1. Dividend contributions to large-cap total returns

Regardless of investment style, dividends have made a significant contribution to the long-term total return of U.S. large-cap equities.

BMO Global Asset  Dividend contributions to large-cap total returns | BMO Global Asset Management (bmogam.com)

1. IPOs enter a bear market in major divergence with “the market”—

Jason Goepfert–From Dean…With the air coming out of some of the more speculative pockets of the market, now is an excellent time to remember the following thought…with great reward comes significant risk.

With IPO, SPAC, Solar, and other speculative stocks down on a peak to trough basis of greater than 20%, let’s see how that compares to the technology bubble in the mid to late 1990s.

The Renaissance IPO index closed down more than 20% from its most recent high last week even as the S&P 500 was less than five days from a new all-time high. As the chart above shows, this is the second instance in history. With n=2, this isn’t to make any dire predictions; it’s merely an observation.

1. Forward P/E Ratios for FAANG Vs. S&P

Netflx and Amazon only FAANG stocks exponentially above S&P index P/E

Capital Group Blog https://www.capitalgroup.com/advisor/insights/articles/big-tech-big-trouble.html

1. Stimulus Fatigue Call Options?