Deviation of Earnings Above/Below Long Term Growth Trend

Deviation of Earnings Above/Below Long Term Growth Trend The current earnings estimates deviate significantly from the long-term growth trend, causing unease among bullish investors who are concerned about the sustainability and justification of these elevated projections. Image: Real Investment Advice

S&P 500 EPS vs. Trend

S&P 500 EPS vs. Trend Do consensus EPS estimates for 2024 and 2025 accurately reflect an optimistic outlook, or are they overly optimistic? Image: J.P. Morgan

CAPE Valuations and Deviation from Exponential Growth Trend

CAPE Valuations and Deviation from Exponential Growth Trend While the CAPE ratio is not a reliable timing signal for market turning points, historical data indicates a correlation between high CAPE ratios and lower future returns. Image: Real Investment Advice

S&P 500 – Margin Debt vs. Long-Term Trend

S&P 500 – Margin Debt vs. Long-Term Trend A rise in the ratio of margin debt to the S&P 500 market cap could indicate a bullish outlook for the U.S. stock market, potentially signaling confidence in the market’s upward trajectory. Image: Topdown Charts