S&P 500 Market Capitalization vs. U.S. GDP

S&P 500 Market Capitalization vs. U.S. GDP The wealth creation in the U.S. stock market has significantly outpaced the broader economy, leading to increased sensitivity of consumer spending to equity moves. Image: Bloomberg

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day With the S&P 500 down year-to-date, it’s clear bulls need a little encouragement—let’s bring back their mojo and “Make Bulls Great Again!” Have a Great Day, Everyone! 😎

Aggregated U.S. Equity Futures Positions

Aggregated U.S. Equity Futures Positions Last week, leveraged funds and asset managers continued to hold significant net long positions in U.S. equity futures. Image: Deutsche Bank Asset Allocation

S&P 500 Valuations

S&P 500 Valuations Despite recent declines, U.S. stocks are still expensive when compared to historical standards, raising concerns about future returns amid economic uncertainty. Image: BCA Research

S&P 500 Yearly Returns

S&P 500 Yearly Returns The “rule of 10 best days” illustrates the dangers of market timing. Since 1990, missing just the 10 best trading days each year would have turned the S&P 500’s positive returns…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day March is like a bull’s worst nightmare—after the S&P 500 took a nosedive of 3.10% last week, bears threw a party that even bulls couldn’t crash, tossing confetti and gleefully…

Seasonality – S&P 500 Returns in March

Seasonality – S&P 500 Returns in March Since 1950, the second half of March has tended to be favorable for U.S. stocks. This historical pattern, combined with the fact that March marks the end of…

S&P 500 vs. High-Grade U.S. Bonds vs. Junk U.S. Bonds

S&P 500 vs. High-Grade U.S. Bonds vs. Junk U.S. Bonds While U.S. stocks generally have higher long-term returns, the current economic climate may favor junk U.S. bonds as a more stable investment option amidst fears…