5-Chart Friday (12/4/20)

By Charlie Bilello

04 Dec 2020

This week’s 5-Chart Friday is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service.

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5 charts from the past week that tell an interesting story in markets and investing…

1) Top 30 Stocks Over the Last 30 Years

Here are the top 30 stocks in the S&P 500 over the past 30 years…

Data via YCharts

#1: Amazon

2) Inflation Up, Corporate Bond Yields and Mortgage Rates Down

Inflation expectations are rising, hitting their highest levels since May 2019.

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At the same time, we’re seeing record lows in both high yield (4.70%) and investment grade (1.85%) corporate bond yields…

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…and new all-time lows in US Mortgage Rates (30-year down to 2.71%).

3) Dollar Down, Bitcoin Up

The US Dollar Index hit a 31-month low this week as the prospects for additional stimulus and higher national debt continue to increase.

In related news, Bitcoin has hit a new all-time high, surpassing the previous record from December 2017.

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4) Employment Comeback Continues

The US Unemployment Rate moved down to 6.7% in November, declining for the 7th consecutive month from a peak of 14.7% in April. Prior to the covid-related shutdowns it stood at 3.5%, a 50-year low.

5) The $100 Billion Club

In 2020, we’ve seen two companies hit the $100 market cap faster than almost any company in history: Zoom and Snowflake. Both reported earnings this week.

-Zoom was founded in 2011 and hit the $100 billion mark in September.

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Zoom’s revenue jumped to $777 million in the 3rd quarter, a new high and 367% increase over last year. Net Income also hit a high of $198 million.

-Snowflake was founded in 2012 and hit the $100 billion milestone today.

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This is an exponential increase from where it stood just a few years ago in the private markets…

Snowflake reported record quarterly revenues this week of $160 million, up 119% over the past year. With the stock currently trading at 219x sales, investors seem to be betting this growth will continue for a while.


And that’s it for this week. Thanks for reading.

Have a great weekend everyone!


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