Large-cap stocks are much more expensive than small-cap stocks

https://www.apolloacademy.com/wp-content/uploads/2024/06/061324-Chart.pdf

Global private markets AUM totaled $13.1 trillion in 2023

https://inbest.cl/chileday_ny_toronto_2024/en/ppt/ChileDay%20-%20Private%20Market_Trends.pdf

The concentration in the S&P 500 is more and more extreme

https://www.apolloacademy.com/wp-content/uploads/2024/06/060924-Chart.pdf

Key Trends in Private Capital Markets

https://cdn.hl.com/pdf/2024/key-trends-in-private-capital-markets-spring-2024.pdf

There is a record-high $6 trillion on the sidelines in money market funds

https://www.apolloacademy.com/wp-content/uploads/2024/05/053124-Chart.pdf

Comparison of Venture Capital, Growth Equity, and Buyouts

https://meketa.com/wp-content/uploads/2024/05/MEKETA_Growth-Equity-Primer.pdf

AWM is a consistent growth franchise

https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/events/2024/jpmc-2024-investor-day/asset-wealth-management.pdf

FinTech Sub-Segments

https://www.pnc.com/content/dam/pnc-com/pdf/corporateandinstitutional/topics/fintech-market/cib-fin-tech-4q23-market-update.pdf

U.S. momentum stocks are well short of late 1990s danger levels

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/global-equity-views.pdf

Facts about public markets and private markets

https://www.apolloacademy.com/wp-content/uploads/2024/05/PublicMarketsAreASmallPartOfTheEconomy-051924_v2.pdf

Best and worst S&P 500 index return contributors and performing stocks in 2024

https://www.gspublishing.com/content/research/en/reports/2024/04/03/e4f43580-a239-4bdc-836e-be5271f12092.html

US Household Liquid Assets

https://www.sifma.org/wp-content/uploads/2023/12/SIFMA-2024-Capital-Markets-Outlook.pdf

S&P 500 is almost 40% of the global equity market cap

https://www.apolloacademy.com/wp-content/uploads/2024/05/051424-Chart_v2.pdf

75% of corporate lending comes from IG and bank lending

https://www.apolloacademy.com/wp-content/uploads/2024/05/051124-Chart.pdf

Unusual divergence between earnings for small-cap companies and large-cap companies

https://www.apolloacademy.com/wp-content/uploads/2024/05/051024-Charts_v2.pdf

Asset Class Valuation Summary

https://nshe.nevada.edu/wp-content/uploads/file/BoardOfRegents/Agendas/2024/03-mar-mtgs/supp-mat/INV4sm.pdf

Market forecasts are almost always wrong about the future path of the Fed funds rate

https://www.apolloacademy.com/wp-content/uploads/2024/05/050724-Charts.pdf

November Fed pivot boosted the stock market, which raised growth expectations

https://www.apolloacademy.com/wp-content/uploads/2024/05/050224-Chart.pdf

Cyber Liability Q1 2024 Market Dynamics

https://www.actuary.org/sites/default/files/2024-04/casualty-presentation-maf-cyber.pdf

In the US, 87% of firms with revenue greater than $100 million are private

https://www.apolloacademy.com/wp-content/uploads/2024/04/042024-Chart_v2.pdf

PE hold periods lengthen and exits decline

https://cibcclearygull.com/wp-content/uploads/2024/04/US-Middle-Market-Monitor_Q1-2024-Final.pdf

S&P 500 Price Appreciation and Dividends

https://www.dawsonwealth.com/files/1732/Capital%20Markets%20Review%20-%20April%202024%20%28Raymond%20James%20PowerPoint%29.pdf

Growth is Scarce

https://www.clearbridge.com/dam/content/x0oa8wjzcj/pdf/Opportunities-Growth-Market_4Q23-Webinar-16x9.pdf?download=true

From Magnificent 7 to Fabulous 4 to it's complicated

https://www.apolloacademy.com/wp-content/uploads/2024/04/040724-Charts-2.pdf

VC Net IRR Boundary

https://www.calpers.ca.gov/docs/board-agendas/202403/invest/item07a-03_a.pdf

Capital Market Assumptions

https://www.strsoh.org/_pdfs/board/meeting_materials/2024/March/annual-investment-seminar.pdf

Wealth has increased $13.5 trillion since the November FOMC meeting

https://www.apolloacademy.com/wp-content/uploads/2024/03/032924-Charts_v3.pdf

Stocks are more overvalued today than during the 1990s tech bubble

https://www.apolloacademy.com/wp-content/uploads/2024/03/031224-Charts_v2.pdf

Cost competition is intensifying in the rail industry

https://web-assets.bcg.com/01/09/03719774466abd0b4b3ee61d87d0/maximizing-value-in-the-rail-industry-slideshow-feb-2024.pdf

Private Equity Market Trends

https://www.nhrs.org/docs/default-source/iic-public-materials/iic-public-materials---january-2024.pdf?sfvrsn=81730ab4_2

More than 50% of all ETFs and mutual funds are passive

https://apolloacademy.com/wp-content/uploads/2024/02/020424-Charts.pdf

Challenges in raising a fund

https://media.privatefundscfo.com/uploads/2023/11/CFO-Europe-Forum-presentation-The-PFCFO-Insights-Survey-2024-1.pdf

Why aren't there any trillion dollar companies in biopharma?

https://s28.q4cdn.com/823357996/files/doc_presentations/2024/01/JPM-2024-Ginkgo-Bioworks-Final-3.pdf

U.S. Tech Sector Market Cap Relative to the Overall Market

https://www.visualcapitalist.com/wp-content/uploads/2024/01/GF24_Final-Export-01.pdf

S&P 500 is very expensive compared to international stocks

https://apolloacademy.com/wp-content/uploads/2024/01/011524-Chart.pdf

There is a record-high $6 trillion on the sidelines in money market funds

https://apolloacademy.com/wp-content/uploads/2024/01/011424-Chart.pdf

Magnificent 7 market cap vs size of equity market of Canada, UK and Japan

https://apolloacademy.com/wp-content/uploads/2024/01/010324-Chart.pdf

72% of stocks in S&P 500 have underperformed the index this year

https://apolloacademy.com/wp-content/uploads/2023/12/December262023-Chartv2.pdf

Geopolitical Risk Dashboard

https://www.stifel.com/Newsletters/AdGraphics/InSight/Research_Brief/2023/November-2023.pdf

S&P7 stocks are as overvalued as the Nifty Fifty and tech in 2000

https://apolloacademy.com/wp-content/uploads/2023/11/112723-Charts.pdf

Size of public and private markets

https://apolloacademy.com/wp-content/uploads/2023/11/PrivateMarkets110123_v2.pdf

Higher costs of capital putting downward pressure on buybacks

https://apolloacademy.com/wp-content/uploads/2023/10/102923_Chart.v2.pdf

The stock market is more overvalued than it has been in the past 20 years

https://apolloacademy.com/wp-content/uploads/2023/10/102823-Charts.pdf

Resilience, refinancing, and recession risk

https://s3-eu-west-1.amazonaws.com/euissmultisiteprod-live-8dd1b69cadf7409099ee6471b87c49a-7653963/international/PDF/Q4%202023%20Outlook%20deck.pdf

Impact of "Sensational Seven"

https://www.brownadvisory.com/sites/default/files/2023-10/20230930_TheBigPicture.pdf

Q3 2023 IPO activity

https://assets.ey.com/content/dam/ey-sites/ey-com/en_gl/topics/ipo/ey-global-ipo-trends-2023-q3-v1.pdf

post-Great Financial Crisis (GFC)

https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/Research_Brief_Ext.pdf

Public CSS valuations have stabilised over the last year

https://media.licdn.com/dms/document/media/D561FAQF46q7CAKGWNw/feedshare-document-pdf-analyzed/0/1695140702972?e=1696464000&v=beta&t=AWjXSklMECSOkidWo0xc-iYhBuuyetmSel2k_sFeI0o

Comparing public and private markets

https://apolloacademy.com/wp-content/uploads/2023/09/ApolloOutlookForPrivateMarkets092923.pdf

The wealthiest generation

https://www.financialplanningassociation.org/sites/default/files/2023-09/2.%20Federated%20Hermes-%20Revenge%20of%20the%20Baby%20Boomers-August%202023-Linda%20Duessel.pdf