Topley’s Top 10 – January 4, 2021

1. ESG Fund Flows Doubled Year Over Year….65% of Domestic Large Cap ESG Outperformed.

According to Morningstar data, about 65% of the domestic large-cap stock ESG funds beat the S&P 500 in 2020, including all 10 of the largest ones.   In 2020, ESG funds more than doubled the $21.4 billion in inflows received in the previous year. Index-tracking ESG funds have grown particularly fast; many look more like broad-market index funds than their active counterparts, making them an easier transition for investors.

Active, ESG, and Thematic ETFs Were 2020’s Big Winners. Expect More-Barrons

Evie Liu

https://www.barrons.com/articles/active-esg-and-thematic-etfs-were-2020s-big-winners-expect-more-51609414200?mod=past_editions

What the Growth of ESG Investing Means for Advisors - Articles - Advisor  Perspectives

https://www.advisorperspectives.com/articles/2020/10/12/what-the-growth-of-esg-investing-means-for-advisors

2. Largest ESG ETF—Assets Increased 8x.

The largest ESG ETF, the iShares ESG Aware MSCI USA (ESGU), saw assets increase eightfold last year, to more than $13 billion from $1.5 billion at the end of 2019.

sc%3fs=ESGU&p=W&b=5&g=0&id=t8664834022c&r=1609711027510

©1999-2021 StockCharts.com All Rights Reserved

www.stockcharts.com

3. The Nasdaq 100 peaked 60% above its 200-day moving average in 2000

Today Nasdaq trades 23% higher on daily chart

sc%3fs=QQQ&p=D&b=5&g=0&id=t4079622209c&r=1609711500288

©1999-2021 StockCharts.com All Rights Reserved

However on the longer-term weekly chart …I have Naz 100 67% over 200 day

sc%3fs=QQQ&p=W&b=5&g=0&id=t7865562668c&r=1609711614962

©1999-2021 StockCharts.com All Rights Reserved

www.stockcharts.com

4. Convertibles ETF +51% 2020

CWB-SPDR Convertible ETF 2020 chart

sc%3fs=CWB&p=W&b=5&g=0&id=t7764857807c&r=1609711915074

©1999-2021 StockCharts.com All Rights Reserved

www.stockcharts.com

5. Tech’s top seven companies added $3.4 trillion in value in 2020

Ari Levy@LEVYNEWS

KEY POINTS

·         Apple’s market cap jumped by almost $1 trillion this year, followed by Amazon, which increased by over $700 billion.

·         Tesla catapulted into the ranks of the mega-cap companies after its stock surged almost ninefold. 

·         Nvidia more than doubled in value as demand picked up for its gaming and data center processors.

Tech’s biggest companies just wrapped up a huge year.

The seven most valuable U.S. technology companies  AppleMicrosoftAmazonAlphabetFacebookTesla and Nvidia  picked up a combined $3.4 trillion in market cap in 2020, powering through a global pandemic and broader economic crisis.

Between continued optimism over iPhone sales, Microsoft’s growing Teams collaboration product, Amazon’s ongoing control of e-commerce and the strength of Google and Facebook’s online ad duopoly, Big Tech was neither slowed by Covid-19 nor the rising number of investigations into its dominance.

Tesla’s wild rally served as the biggest surprise. 

The stock climbed almost ninefold this year, lifting the electric car maker’s market cap from $76 billion at the beginning of the year to $669 billion at Thursday’s close. Despite initial factory closures due to the pandemic, Tesla bounced back to deliver a record number of vehicles in the third quarter.

Tesla led tech stocks in 2020

Tesla led tech stocks in 2020

CNBC

https://www.cnbc.com/2020/12/31/techs-top-seven-companies-added-3point4-trillion-in-value-in-2020.html

6. Market Timers Most Bullish Since 2000

Rarely have market timers been as bullish as they are now, which is a warning sign for stocks

By Mark Hulbert

This average stands at 67.8%, which is higher than 96.6% of all other daily readings since 2000. As I have pointed out in many columns over the past year, the stock market typically struggles in the wake of any HSNSI reading in the top 10% of the historical distribution.

https://www.marketwatch.com/story/rarely-have-market-timers-been-as-bullish-as-they-are-now-which-is-a-warning-sign-for-stocks-11609359596

Found at Abnormal Returns Blog. www.abnormalreturns.com

7. U.S. Population Growth is the Lowest in 100 Years

U.S. population growth percent yearly 1919 2019

U.S. Population Growth Lowest In 100 Years: Business & Economic Implications

Bill ConerlySenior Contributor\https://www.forbes.com/sites/billconerly/2020/01/09/us-population-growth-lowest-in-100-years-business–economic-implications/?sh=701664566fc6

8. 20 striking findings from 2020

Around eight-in-ten registered voters in the U.S. (83%) said in the summer that it “really mattered” who won this year’s presidential election, the highest share in any presidential election year since at least 2000. Two decades ago, by comparison, just half of registered voters said it “really mattered” who won the contest between George W. Bush and Al Gore.

The election itself underscored voters’ engagement this year: President-elect Joe Biden received more than 81 million votes, while Donald Trump got more than 74 million – the highest and second-highest totals in American history.

Share of young adults living with parents rises to levels not seen since the Great Depression era

For the first time since at least the Great Depression, a majority of young adults in the U.S. were living with their parents this year. Millions of Americans, especially young adults, moved in with family members as the coronavirus spread. In July, 52% of adults ages 18 to 29 were living with one or both parents, up from 47% in February, before the pandemic. The share of young adults living with their parents rose among men and women, in all major racial and ethnic groups and among metropolitan as well as rural residents. Growth was sharpest among the youngest adults – those ages 18 to 24 – as well as among White young adults.

Read All 20 Below

Found at The Big Picture Blog https://ritholtz.com

9. Top New Year’s Resolutions 2021

Happy New Year! New Year’s resolutions:

Source: Statista

From the Daily Shot https://dailyshotbrief.com/the-daily-shot-brief-december-30th-2020/

10. 21 Simple Ways to Take a Mindfulness Pause Right Now

Even if you have never tried this kind of awareness before, there are many simple ways to take a quick mindfulness pause. To begin to develop this habit, just pause briefly and focus your attention on where you are right now. Here are 21 ideas to help you practice this powerful way to transform your life.

1.   Pause between bites of food and savor the taste.

2.   Really pay attention to your experience as you wash your face or brush your teeth.

3.   Turn off your personal electronic devices for an hour.

4.   Stretch and notice the sensations in your body.

5.   Listen carefully with no agenda to the person speaking to you.

6.   For just a few breaths, observe that you are breathing—the feeling of the in-breath and out-breath.

7.   Focus your attention on what you’re doing right here, right now.

8.   Look around and really notice your surroundings.

9.   Offer someone a few positive words from your heart.

10.           Read an inspiring poem.

11.           Sing a song in the shower—just for fun, no judgment.

12.           Observe the sunrise or sunset.

13.           Notice a bird singing.

14.           Stop for a moment and just sit or stand quietly.

15.           Appreciate someone in your life.

16.           Write a personal note of gratitude.

17.           Play with a child or a pet.

18.           Meditate.

19.           Notice the sounds in your environment without judgment.

20.           Clasp your hands together and notice the sensations.

21.           Listen to music.

https://www.psychologytoday.com/us/blog/flourish-and-thrive/202010/21-ways-help-yourself-get-unstuck-today?collection=1137425

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