Truck Tonnage vs. S&P 500 Index

Truck Tonnage vs. S&P 500 Index The Truck Tonnage Index decreased 1.5% in March. Trucks represent 72.7% of U.S. freight and serve as a barometer of the U.S. economy. This chart shows that the U.S.…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Wall Street bears are convinced the bull market is crazy, but bulls are too busy wearing noise-canceling headphones to hear any warnings. Happy “Hump” Day, Everyone! 🐫🐪😎

U.S. Bitcoin ETF Flows

U.S. Bitcoin ETF Flows U.S. Bitcoin ETFs have experienced strong inflows. Bitcoin has rebounded over 20% from its early April low, surpassing $90,000. During this period, Bitcoin has significantly outperformed U.S. equities. Image: Bloomberg

Global Economy – GDP Growth Projections

Global Economy – GDP Growth Projections The International Monetary Fund projects global economic growth of 2.8% in 2025 and 3.0% in 2026, reflecting a subdued outlook shaped by persistent trade tensions and high policy uncertainty.…

Bloomberg Dollar Spot Index

Bloomberg Dollar Spot Index The U.S. dollar’s recent weakness has pushed its RSI into oversold territory, suggesting a potential technical rebound. When the RSI reached similar levels in July 2023, the dollar rallied about 7%…

Future Capex Expectations Tracker

Future Capex Expectations Tracker After a brief surge following the election and inauguration, businesses’ future capex expectations have moderated and now sit slightly below the average levels seen from 2022 to 2024, reflecting heightened uncertainty.…

Dow Jones Industrial Average vs. Smart Money Flow Index

Dow Jones Industrial Average vs. Smart Money Flow Index The Smart Money Flow Index currently suggests that the most probable short-term direction for the U.S. stock market is upward. Image: Paulsen Perspectives

S&P 500 Valuations

S&P 500 Valuations The composite S&P 500 valuation indicator—which integrates PE ratios, equity risk premia, and price-based mean reversion factors—has recently reset to a level close to neutral, which is an encouraging sign. Image: Topdown…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day When bulls sense a market boom, bears are quick to dismiss it, claiming there’s “nothing to see here.” Have a Great Day, Everyone! 😎