Author: isabelnet

Small-Cap Stocks – Russell 2000 vs. S&P 500 The rally in small-caps is under pressure. Is it time to buy the dip? Image: The Daily Shot

S&P 500 Dividend Yield and U.S. 10-Year Treasury Yield The relative advantage that the S&P 500 dividend yield has held over the U.S. 10-year Treasury yield has completely disappeared. Image: Piper Sandler

U.S. Consumer Spending – Households Who Received Stimulus Payments and Households Who Did Not U.S. households who received stiumulus payments are feeling more confident about spending. Image: Quill Intelligence, LLC

Bitcoin Correlations with Asset Classes Bitcoin is positively correlated with equities and commodities. Should more investors add Bitcoin to their portfolio? Image: BofA Global Research

Oil – The Five-Year Brent Forecast Should investors expect oil prices to rise over the next few years? Image: BCA Research

Median CPI Inflation Around Pandemics/Wars Historically, inflation has not risen sharply following pandemics, because pandemics tend to lower aggregate demand. Image: Goldman Sachs Global Investment Research

U.S. Real GDP and Stock-to-Bond Ratio (Leading Indicator) The stock-to-bond ratio tends to lead U.S. real GDP by 5 months. Image: Alpine Macro

Inflation – UN Food and Agriculture World Food Price Index Will global food prices continue to soar? Image: BofA Global Investment Strategy

Inflation vs. S&P 500 YoY Price Returns Historically, the S&P 500 has generated the highest returns in periods of low single-digit inflation. Image: BofA US Equity & Quant Strategy

AAII Investor Sentiment Survey and S&P 500 Index Return The AAII investor sentiment is a useful contrarian indicator. Image: Jeroen Blokland

Valuation – Price to Earnings and Average Annual Return Valuations do matter as they have an impact on return expectations. Image: Richardson Wealth