The Best 20 Months for the S&P 500 and What Happened Next The impressive performance of the S&P 500 in November could have bulls smiling for the next 12 months. Image: Carson Investment Research

S&P 500 Performance After a New All-Time High After More a Full Year Without One Historically, when the S&P 500 index has reached new highs following a period of more than a year without achieving…

S&P 500 Performance After a Monthly Gain of >8% Historically, when the S&P 500 gains more than 8% in a month, it tends to perform well in the following 12 months. On average, it has…

Cumulative Fund Flows When “risk-free” rates are high, investors prefer low-risk assets as the higher returns from “risk-free” investments make them more appealing, reducing the attractiveness of riskier assets. Image: BofA Global Research

S&P 500 Max Drawdown During Recessions Recessions can have a significant impact on stocks, causing pain for investors, with the majority of losses occurring within the actual recession period. Image: BofA Global Research

Flow – % Share of Rolling One-Month ETF Inflows Investors continue to put their money into large and mid-cap equity funds, as evidenced by their behavior reflected in ETF flows over the past month. Image:…

Time Series of the S&P 500, Highlighting Periods of Stress and Response from Central Banks Post the 2013 Taper Tantrum, the interventions by central banks during market dips provided buying opportunities for investors to generate…

S&P 500 Stocks and Non-S&P 500 Stocks as a % of U.S. Large Cap Funds AUM Despite the abundance of stocks, the lack of interest in investing beyond the “Magnificent Seven” creates bias, leading to…

S&P 500 – Monthly Seasonality for Year 3 of the Presidential Cycle Investors and traders can gain valuable insights from historical trends. In the third year of the presidential cycle, December has historically been a…

S&P 500 Performance After Four Week Win Streak >10% When the S&P 500 experiences four consecutive weeks of gains and achieves a cumulative increase of over 10% throughout this period, it can be interpreted as…

Valuation – Distribution of Sector FY2 P/E Ratios Relative to S&P 500 The energy sector’s discount to the S&P 500 suggests potential investment opportunities for those who believe in the energy sector’s long-term growth prospects.…