Post-Bubble Performance Comps of U.S. Financials and Techs [CHART]

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Post-Bubble Performance Comps of U.S. Financials and Techs [CHART]

The guys over at Bespoke put out a great piece yesterday comparing the post-bubble performance of U.S. financials after the February 2007 top and the technology sector after the dot.com peak in March 2000. They are tracking within one percent, down 67 and 68 percent, respectively, 58 months after their peaks.

Bespoke provides interesting and unique insight into the data and markets.

H/T: Credit Write Downs

Carlson Capital Thinks The SPAC Boom May Be Over [Q1 Letter]

Black DiamondCarlson Capital's Black Diamond Arbitrage Partners fund added 1.3% net fees in the first quarter of 2021, according to a copy of the firm's March 2021 investor update, which ValueWalk has been able to review. Q1 2021 hedge fund letters, conferences and more At the end of the quarter, merger arbitrage investments represented 89% of Read More


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