S&P 500 Returns After Eight Month Win Streaks An eighth straight winning month in sight? Since 1950, the S&P 500 has done that only ten times, and almost never lost steam afterward. Nine out of…

World Technology Earnings Since 2010, the technology sector has consistently outpaced the broader market, driven by booming profits, the dominance of U.S. tech giants, and steady productivity gains. Image: Goldman Sachs Global Investment Research

Valuations – S&P 500 12-Month Fwd P/E Multiple – Top 5 Largest Stocks vs. Other 495 Stocks Valuations aren’t as stretched as in past bubbles. The U.S. market looks more balanced, with the top five…

Global Quarterly Tech Capex Growth Tech investment has surged in recent years, but the underlying rhythm hasn’t changed: global tech capex has grown 14.6% annually since 2013, right in line with its decade‑long trend. Image:…

U.S. High-Yield Spreads vs. Corporate Cash Flow as % of Debt (Leading Indicator) Rising AI infrastructure spending and swelling debt are draining liquidity, setting the stage for weaker cash-flow-to-debt ratios in 2026 and wider credit…

U.S. Real GDP Growth Goldman Sachs sees the U.S. extending its growth lead in 2026, forecasting GDP to rise 2.6%, comfortably ahead of consensus thanks to contained inflation and a resilient jobs market. Image: Goldman…

S&P 500 Index vs. S&P 500 Equal-Weighted Index In 2025, the traditional, market‑cap‑weighted S&P 500 has strongly outperformed its equal‑weighted counterpart because a small group of very large, tech‑centric stocks has driven most of the…

Performance – S&P 500 Total Return Index vs. Spot Gold vs. Spot Silver U.S. stocks are rising, but metals are shining brighter. Gold, and even more so silver, have surged since the precious-metals move accelerated,…

Valuation – PEG Ratio between U.S. and Europe As equity returns broaden in 2025, the PEG ratio gap between the U.S. and the rest of the world is narrowing. This convergence in growth-adjusted valuations is…

Arithmetic Average Annual Real Return of S&P 500 over Different Periods Since 2009, S&P 500 investors enjoyed annualized real returns about 50% above the 1900+ historic average, fueled by low rates, QE, and post-crisis recovery.…

S&P 500 Index Single Day Average Returns December 26 tends to put Wall Street in a good mood. Since 1950, it has been the S&P 500’s second-best day of the year, averaging a 0.49% gain,…