25-Year Cumulative Return of S&P 500 over Gold Warren Buffett has a skeptical view of gold as an investment, but apparently, gold didn’t get the memo and has been outperforming the S&P 500 over the…

Valuation – S&P 500 Price-to-Book Ratio Fueled by AI optimism, the S&P 500’s price-to-book ratio hit 5.3 in 2024, proving that Wall Street can party like it’s 1999… again. Image: Bloomberg

Performance of U.S. vs. Rest of World Equities Investing in U.S. corporations is like betting on a horse that always finishes the race—sure, it might stumble, but it usually crosses the finish line ahead of…

S&P 500 Index Around Election Day – 2016 vs. 2024 Trump’s 2024 win sparks investor optimism, reminiscent of 2016, with promises of tax cuts and deregulation. Wall Street’s post-election party is so wild, even the…

Fed Funds vs. 2-Year U.S. Treasury Yield (Leading Indicator) The current 2-year U.S. Treasury yield, sitting below the fed funds rate, indicates that the Fed’s monetary policy is restrictive. Historically, the 2-year yield tends to…

ISABELNET Cartoon of the Day Bulls are gearing up for a bear hunt in 2025, armed with bullish forecasts that suggest the S&P 500 could well surpass 6,500. Have a Great Day, Everyone! 😎

S&P 500 Returns Final Six Months When Up >10% at Midpoint of Year Bulls are smiling again, as December has been the cheerleader of the U.S. stock market since WWII—always positive in election years when…

ISABELNET Cartoon of the Day With the S&P 500 hitting a new all-time high, bears are looking for a pardon! It’s already Wednesday, Happy “Hump” Day, Everyone! 🐫🐪😎

Inflation – U.S. Core PCE Deflator The recent stalling of disinflationary progress in U.S. core PCE deflator could complicate the Federal Reserve’s monetary policy decisions. Image: Deutsche Bank

U.S. Tech Stocks vs. China Tech Stocks As the U.S. market experiences an AI frenzy, China’s major technology stocks struggle, reflecting investor pessimism towards China’s economic revival efforts and concerns about AI monetization and trade…

S&P 500 Return – Year 3 of Bull Market Like a kid who loses interest in his favorite toy after two years, the S&P 500 tends to slow down in the third year of a…