Weekly flow show part 1, Nov 1 2025 - Featuring extra report on bubble/no bubble argument - how similar are we to the late 90s ?

Hello all,

The latest Bank of America flow show report part 1 for all subscribers and visitors, enjoy.

With all the argument and comparison to the late 90’s, how similar are we to the late 90’s ?

from the record high household equity allocation, record high PE, record high concentration of Megacap (Mag 7 ) or the market cap to GDP ratio…etc. There’s no lack of Anecdotes and evidence to show that we’re in a bubble.. but are those the correct metric to look at ? I have attached an extra report to show things may have evolved and is different from our bubble-intuition / yardstick,

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