S&P 500 Performance After >35% in Six Months History stands with the bulls: up over 35% in six months, the S&P 500 has rarely moved this fast—only five times since 1950. Each time, the rally…

Valuation – 12-Month Forward P/E Ranges (MSCI Regions) Wall Street’s sky-high valuations ride on tech and AI fever, with earnings optimism fanned by booming sales, fat margins, and breakneck adoption—leaving little room for disappointment. Image:…

Buybacks – Announced Share Repurchases for S&P 500 Companies In 2025, Corporate America is going all‑in on buybacks, unleashing more than $1 trillion to lift stock prices and keep the Wall Street mood buoyant. Image:…

U.S. ETF and Mutual Fund Flows Rates remain perched at lofty levels, and the air is thick with uncertainty. Investors, wary of sudden turns, are parking cash in bonds and money markets, steering clear of…

Returns – Gold vs. S&P 500 vs. MSCI World $4,000 gold isn’t just a headline—it’s the latest move in a powerhouse rally that has left equities in the dust since the millennium. Image: Bloomberg

Market-Implied Probability of a Recession Starting Within 1 Year and Market-Implied Probability of Being in a Recession Markets put recession odds at 19%—a notch above average, yet far from panic levels. Image: Goldman Sachs Global…

S&P 500 Index Up 35% since April 8, the S&P 500 keeps defying gravity. Fueled by AI euphoria and faith in Fed cuts, the index is in one of the most explosive rallies ever seen…

Year/Year EPS Growth – Magnificent 7 vs. S&P 493 EPS growth for the Magnificent 7 is expected to cool to 14% in Q3, down from 28%. Mega-cap tech names should continue posting robust earnings growth,…

Economy-Wide Firm AI Adoption Rate While AI adoption among firms continues to expand, its growth is slowing as the market shifts from early rapid uptake to a more mature phase. Image: Goldman Sachs Global Investment…

Cumulative Bull vs. Bear Markets Why do bear markets matter? Because most of the gains of an inflation-adjusted bull run can be erased when the next downturn hits. Image: Real Investment Advice

S&P 500 Bull Markets Eight years and 288% gains—that’s on average the bull market playbook over the past 50 years. As today’s bull market enters its third year, there’s reason to believe the party is…