U.S. Stock Market Bull and Bear Indicator – S&P 500 Two Wednesdays ago, our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 500 followed through, closing up…

S&P 500 Price Targets If valuations stay where they are, the S&P 500 index could finish 2026 around 7,330, assuming a 26 times multiple on $282 in forward earnings. Image: Real Investment Advice

S&P 500 Index Returns and Santa Claus Rally The Santa Claus Rally for the S&P 500 kicks off today. When Santa skips Wall Street, it’s usually a bad omen for January and for the year…

Gold Price Forecast Gold could glitter brighter in the years ahead, with Yardeni Research projecting a run to $6,000 by 2026 and $10,000 by 2030 on the back of deep fiscal deficits, money-printing excess, and…

Russell 2000 Annual EPS Growth Analysts are betting big on 2026, forecasting a 60% surge in U.S. small-cap earnings, fueled by Fed easing, deregulation, and fiscal tailwinds. Image: Goldman Sachs Global Investment Research

Contribution to Annual S&P 500 Price Return In 2025, the S&P 500’s gains have come from earnings growth, not rising valuations. That’s a shift from 2023 and 2024, when richer multiples did most of the…

Performance – Equities, Bonds and Commodities Equities have held up with surprising strength in 2025, buoyed by solid earnings, rapid AI growth, and easy monetary policy, leaving bonds and commodities trailing behind. Image: Goldman Sachs…

New York Fed GDP Nowcast The New York Fed nudged its Q1 2026 U.S. GDP Nowcast slightly lower to 2.11% from 2.24% a week earlier, a small move that keeps the soft-but-steady growth story on…

Decomposition of YTD Return in USD Global diversification paid off in 2025 as most major non‑U.S. markets outperformed U.S. equities. Image: Goldman Sachs Global Investment Research

S&P 500 Sector P/E Valuations Relative to History Investors’ hunger for stocks hasn’t faded, with several S&P 500 sectors still trading well above their historical P/E range. Image: Goldman Sachs Global Investment Research

ISABELNET Cartoon of the Day Bears are wishing for gold this Christmas, chasing safety and inflation hedges, but bulls want just one thing under the tree: more stocks. Happy Holidays and Merry Christmas! 🎅🎄