U.S. GDP vs. S&P 500 EPS

U.S. GDP vs. S&P 500 EPS The strong correlation between GDP growth and S&P 500 EPS underscores the importance of cautious investment strategies, particularly given current high market valuations and optimistic earnings forecasts. Image: Real…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day It’s tariff day, and traders are as excited as shoppers on Black Friday—except everything is now on sale for double the price! Happy “Hump” Day, Everyone! 🐫🐪😎

U.S. Household Ownership of Stocks, % of Total Assets

U.S. Household Ownership of Stocks, % of Total Assets The elevated equity exposure of U.S. households, while not an absolute sign of impending market downturns, highlights the necessity for cautious investment decisions and strategic portfolio…

S&P 500 Index Declines Around Recessions

S&P 500 Index Declines Around Recessions Historically, the S&P 500 has fallen by a median 24% from peak-to-trough around economic recessions. Image: Goldman Sachs Global Investment Research

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Greenland is not on the market; it’s a country with its own people and culture, not a frozen real estate deal! Happy April Fool’s Day, Everyone! 😎

U.S. Economic Policy Uncertainty Index

U.S. Economic Policy Uncertainty Index Uncertainty in economic policy has often led to positive future returns for the S&P 500, as markets anticipate the worst during unclear periods. When the situation becomes clearer, stocks tend…

Monthly Fund Flows of Gold ETFs

Monthly Fund Flows of Gold ETFs Gold funds have gained $12 billion in inflows over the past two months as record-high gold prices boost their appeal as a safe-haven asset in uncertain economic times. Image:…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day As the S&P 500 nosedives, bears see disaster looming, while bulls see an opportunity so bright they might need sunglasses. Who knew optimism and pessimism could be so hilarious? Have…