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Cory’s Chart Corner
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Investor dollars and ignorance of history are a toxic combination. Have a plan and enjoy the ride!
BofA Global Research charted every market concentration peak of the last sixty years on a single line. They listed the Four largest bubbles. All in roughly the same 40-44% concentration band.
We just printed the fourth one.
Source: Bank of America
Daily Archives: May 8, 2026
Consumers are dead, long live AI!
Happy Friday! The S&P 500 has soared over 12% since the start of April, and 7% since the start of the Iran war, thanks to a +40% rebound in chip stocks. Half the rally has been accounted for by five … Continue reading
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