S&P 500 Index and Technical Score At 39.13, the S&P 500 is mildly oversold. After sentiment hit the floor in March, the rebound could stretch further if confidence starts to rebuild. Image: Real Investment Advice

S&P 500 Annualized Return per Day The 2026 playbook feels familiar: U.S. stocks push higher through midweek before traders take profits and trim exposure ahead of the weekend. It has become pretty much the market’s…

S&P 500 Intra-Year Declines vs. Calendar Year Returns Every year, investors take on roughly 14% in average drawdowns, but the S&P 500 has managed to rise in 35 of the past 46. That kind of…

Estimated Share of S&P 500 EPS Growth AI infrastructure spending is expected to drive about 40% of S&P 500 earnings growth this year, and around 28% in 2027. It’s a strong tailwind for profits today,…

Valuation – Spread Between P/E of S&P 500 Information Technology Sector and S&P 500 After a sharp retreat from last year’s record highs, tech stocks are looking appealing again for investors ready to ride the…

AAII Asset Allocation Signs of caution are surfacing among U.S. retail investors, who cut their stock holdings for a fourth straight month in March while trimming bond positions and parking more money in cash. Many…

Bond Volatility – MOVE Index With the MOVE index trending lower, U.S. rate volatility has cooled, which brings a dose of relief to bond desks and, by extension, the economy. It’s definitely a welcome breather…

60/40 Portfolio Monthly Return Decomposition The classic 60/40 portfolio slid 3.7% in March as stocks and bonds dropped in tandem. Such lockstep declines aren’t unusual when markets brace for higher prices or sticky inflation ahead.…

Positioning Across Sector Groups Investors are keeping exposure light across most sectors, with only Energy and Utilities still drawing interest. That’s hardly surprising, as Energy remains the market’s only bright spot. Image: Deutsche Bank Asset…

Indexed Return of Cyclicals vs. Defensives and Consensus Forward 4-Quarter U.S. GDP Growth Markets are leaning toward a slower-growth view. Relative returns between cyclical and defensive stocks point to roughly 1.4% U.S. real GDP growth,…

Investor Sentiment – U.S. Market Greed/Fear Index The Greed and Fear Index sits at 53.23, in neutral territory. Last week’s reflexive rally was no surprise after March’s selloff rattled investors. Image: Real Investment Advice