Instances S&P 500 Annual Return >=+20% for Two Consecutives Years The S&P 500 rarely experiences back-to-back annual returns of 20% or more, but when it does, the following year tends to see a strong first…
Spread of Nasdaq-100 Earnings Yield Over 10-Year U.S. Treasury Yield Investing in the Nasdaq 100 presents both opportunities and risks, particularly in the current economic climate characterized by high bond yields and stock market exuberance.…
One Year S&P 500 Returns Post the Election Date Since 1960, the S&P 500 has shown a tendency for positive returns in the year following U.S. elections—proving that while politicians may change, the stock market…
U.S. Consumers – Stock Prices and Income Expectations U.S. consumers are experiencing a notable rise in optimism regarding stock market returns for the next 12 months, but this may lead to disappointment as their outlook…
Median Real Net Worth by U.S. Income Quantiles Recovering 2007 levels of median real net worth across all U.S. income quantiles took 15 years—a remarkably long time. Image: Deutsche Bank
ISABELNET Cartoon of the Day If bears are feeling sick about the S&P 500’s record highs, they should try some bullish medicine! Have a Great Day, Everyone! 😎
Valuation Metrics S&P 500 valuation metrics remain elevated by historical standards, raising concerns about potential market overvaluation. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day Bulls are celebrating like it’s 1999 again, but this time with stronger earnings and fewer illusions! It’s already Wednesday, Happy “Hump” Day, Everyone! 🐫🐪😎
Sentiment – NFIB Small Business Optimism Index In November, the NFIB Small Business Optimism Index increased by 8 points to 101.7, driven by the recent election results, potentially boosting employment, investment, and economic activity. Image:…
Total Cryptocurrency Market Capitalization The cryptocurrency market has witnessed significant growth recently, with its total market capitalization approaching US$4 trillion. Image: Gavekal, Macrobond
VIX – Volatility Index While the current low VIX suggests investors are feeling as calm as a cat in a sunbeam, it also serves as a warning about potential future volatility if market conditions shift…