Sunday, June 21, 2026

Private markets are becoming a larger and more actively managed sleeve for major PIs over the last decade

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https://web-assets.bcg.com/6b/c9/2772d5304195af2677b1d05ba978/global-principal-investors-report-2026-slideshows-long-may-2026.pdf
Saturday, May 30, 2026

How big are public and private markets?

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https://www.msci-institute.com/wp-content/uploads/2026/05/MSCI-Institute-Global-Investment-Tracker.pdf
Saturday, May 9, 2026

Top 10 Companies Account for 34% of Profits in the S&P 500

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https://www.apollo.com/content/dam/apolloaem/pdf/daily-spark/2026/may/9/dailyspark-2026-05-09.pdf
Friday, May 8, 2026

TSR performance across value chain slowed down to 4%, Fabless AI focused players were down -9%

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https://pages.mckinsey.com/rs/473-ZYE-522/images/2026-Q1_Semicon%20CaaS.pdf
Sunday, March 1, 2026

Average tenure of companies in the S&P 500 index keeps declining

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https://www.apolloacademy.com/wp-content/uploads/2026/02/030126_Chart.pdf  
Monday, February 16, 2026

The opportunity to increase allocations is sizable given low portfolio allocation and advisor use

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https://5228948.fs1.hubspotusercontent-na1.net/hubfs/5228948/alternatives-decoded/q4-2025/iCapital-Alternatives-Decoded-Q4-2025_F.pdf?hsCtaT...
Sunday, February 15, 2026

US P/E ratio is 40% higher than the P/E ratio for world ex US

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https://www.apolloacademy.com/wp-content/uploads/2026/02/021526-Chart_V3.pdf
Sunday, February 8, 2026

Three interest rate insensitive engines of growth in 2026

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https://www.apolloacademy.com/wp-content/uploads/2026/02/020826-Chart.pdf
Sunday, January 25, 2026

S&P 500 profit margin expansion coming from tech companies

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https://www.apolloacademy.com/wp-content/uploads/2026/01/012526_Chart_V2.pdf
Friday, January 23, 2026

J.P. Morgan US Technology Leaders Strategy SMA

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https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/presentation-us-tl-strategy-sma.pdf
Tuesday, January 20, 2026

Companies with negative earnings continue to outperform companies with positive earnings

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https://www.apolloacademy.com/wp-content/uploads/2026/01/012026_Chart_v2.pdf
Friday, January 16, 2026

Stocks are extremely overvalued: Shiller Cyclically Adjusted PE ratio near all-time highs

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https://www.apolloacademy.com/wp-content/uploads/2026/01/011626-Chart_v3.pdf
Tuesday, January 13, 2026

The extreme weight of AI in the S&P 500

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https://www.apolloacademy.com/wp-content/uploads/2026/01/011326-MarketConcentration.pdf
Monday, January 12, 2026

An AI bubble"checklist": what should investors look out for?

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https://www.newyorklifeinvestments.com/assets/documents/perspectives/2026-wellington-us-outlook.pdf
Friday, January 2, 2026

The median age of companies going public: Currently 14 years

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https://www.apolloacademy.com/wp-content/uploads/2025/12/010226_Chart_v4.pdf
Sunday, December 28, 2025

Higher foreign demand for US assets in 2025 than in 2024

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https://www.apolloacademy.com/wp-content/uploads/2025/12/122825_new_v3.pdf
Thursday, December 11, 2025

S&P 500 forward P/E ratio vs subsequent 10-year annualized returns

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https://www.apolloacademy.com/wp-content/uploads/2025/12/121125_Chart.pdf
Tuesday, December 9, 2025

The number of $1 billion+ deals that are IPOs vs. private deals

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https://www.apolloacademy.com/wp-content/uploads/2025/12/120925_Chart_V5.pdf
Friday, December 5, 2025

More S&P 500 firms are raising earnings guidance

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https://www.apolloacademy.com/wp-content/uploads/2025/12/120525-Charts_v3.pdf
Sunday, November 30, 2025

Wealthier households mainly own financial and business assets

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https://www.apolloacademy.com/wp-content/uploads/2025/11/113025_Chart.pdf
Friday, November 28, 2025

Visualizing the Magnificent 7's market cap evolution since 2020

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https://www.newyorklifeinvestments.com/assets/documents/weekly/gmsnote-110225.pdf
Thursday, November 27, 2025

Very strong foreign demand for US assets after Liberation Day

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https://www.apolloacademy.com/wp-content/uploads/2025/11/112725-Chart_v2.pdf
Wednesday, November 26, 2025

Nasdaq and Bitcoin decoupling

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https://www.apolloacademy.com/wp-content/uploads/2025/11/112625-Chart_v2.pdf
Thursday, November 6, 2025

Extreme valuations for the S&P 500

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https://www.apolloacademy.com/wp-content/uploads/2025/11/110625-Chart_v2.pdf
Wednesday, November 5, 2025

2026 earnings expectations revised up for Magnificent 7 and down for everyone else

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https://www.apolloacademy.com/wp-content/uploads/2025/11/110525-Charts.pdf
Friday, October 31, 2025

Profit margins rising for the S&P 7 and declining for the S&P 493

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https://www.apolloacademy.com/wp-content/uploads/2025/10/10312025-Chart_v2.pdf
Wednesday, October 29, 2025

A rising number of public companies are taken private

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https://www.apolloacademy.com/wp-content/uploads/2025/10/10292025-Chart_v2.pdf
Monday, October 27, 2025

The Future of Fintech October 2025

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https://www.svb.com/globalassets/trendsandinsights/reports/future-of-fintech-report-2025.pdf
Thursday, October 23, 2025

US stock market cap as a share global stock market cap

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https://www.apolloacademy.com/wp-content/uploads/2025/10/102325-Chart.pdf
Sunday, October 12, 2025

Many fintech companies are offering higher yields on deposits than the banking sector

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https://www.apolloacademy.com/wp-content/uploads/2025/10/New101225_Chart.pdf
Thursday, October 9, 2025

Every person with a 401(k) account puts on average $2,358 into the Magnificent 7 stocks every year

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https://www.apolloacademy.com/wp-content/uploads/2025/10/100925_Chart.pdf
Friday, October 3, 2025

Market Concentration At New Record High

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https://www.westendadvisors.com/wp-content/uploads/2025/10/WEA-Macroeconomic-Highlights-PRES-Q4-2025.pdf
Wednesday, October 1, 2025

Bitcoin's Volatile Journey to $1 Trillion Market Cap

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https://advisor.morganstanley.com/the-arc-vision-group/documents/field/a/ar/arc-vision-group/Primer_-_Investing_in_Cryptocurrency.pdf
Wednesday, September 17, 2025

It is all about the Mag 7: No upward revisions to 2026 EPS for the S&P 493

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https://www.apolloacademy.com/wp-content/uploads/2025/09/091725-Chart_v2.pdf
Monday, September 15, 2025

Active funds have lagged their respective benchmarks

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https://www.apolloacademy.com/wp-content/uploads/2025/09/091525-Charts_v2.pdf
Sunday, August 31, 2025

U.S. ECM Activity

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https://cdn.hl.com/pdf/2025/cs-ecm-q2-2025.pdf
Friday, August 8, 2025

The weight of the biggest stock in the S&P 500

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https://www.apolloacademy.com/wp-content/uploads/2025/08/080825_Chart.pdf
Saturday, July 26, 2025

S&P 500 returns are extremely concentrated

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https://www.apolloacademy.com/wp-content/uploads/2025/07/072525-Chart_v2.pdf
Sunday, July 20, 2025

The market has a short memory

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https://www.apolloacademy.com/wp-content/uploads/2025/07/072025-Chart_v2.pdf
Tuesday, July 15, 2025

US Equity Market Analysis

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https://www.aranca.com/assets/docs/US-Capital-Market-Newsletter-2Q25.pdf

S&P 500 Sector Performance

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https://www.sifma.org/wp-content/uploads/2025/06/SIFMA-Insights-Monthly-Metrics_June_Final.pdf
Thursday, July 10, 2025

Major Secular Dynamics Have Fueled A Regime Shift From Free-Market Globalization To Mercantilism

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https://crain-design-hub.s3.us-east-1.amazonaws.com/pi/CalSTRS+PDFs/TRB+2025-07+Item+11+Pres+01.pdf
Tuesday, July 8, 2025

Disconnect between Fed expectations and equity markets

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https://www.apolloacademy.com/wp-content/uploads/2025/07/New070825-Chart_v2.pdf
Sunday, July 6, 2025

Asset Class Signals

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https://srlglobal.com/wp-content/uploads/2025/07/Q32025-_Family_Office_Data_Driven_Insights_2.pdf
Thursday, July 3, 2025

Could this wave be bigger than SaaS?

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https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

We think a new class of AI winners may take center stage

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https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

Restaurant Industry Market Map

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https://cdn.hl.com/pdf/2025/us-restaurant-industry-update-spring-2025.pdf
Sunday, June 29, 2025

Major Booking Centers Will See Strong Growth Through 2029

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https://web-assets.bcg.com/56/26/ecb7a6634088816480a6c245cc6f/2025-globalwealthreport-june2025.pdf

CIO ASSET CLASS VIEWS AS OF JUNE 3, 2025

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https://grapevinesix.s3.amazonaws.com/pdf/d8800a31-c24b-4bf4-96ec-db80da0e9cb5.pdf
Wednesday, June 18, 2025

Record-High Foreign Ownership of the US Equity Market

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https://www.apolloacademy.com/wp-content/uploads/2025/06/061825_Chart.pdf