S&P 500 Yearly Returns The lesson from the “10 best days” rule is blunt: market timing rarely shows mercy. Miss those standout days in the S&P 500 each year and, instead of gains, your portfolio…

Valuations – MSCI Index Market Capitalization Relative to M2 U.S. market capitalization has rocketed since late 2022, pushing valuations to levels that M2 growth can’t justify on its own. There’s more at play now than…

Dow Jones Industrial Average Monthly Win Streaks If February ends in the green, the Dow would notch 10 straight monthly gains, a streak seen only a handful of times since 1900. That strength says plenty…

DM Manufacturing PMI vs. Global Central Bank Decision Index This year’s key macro theme is a global growth rebound, fueled by two years of aggressive monetary easing that have set the stage for a fresh…

S&P 500 at the Start of a Presidential Term The S&P 500 experienced its worst start to a U.S. presidential term in decades after the president’s inauguration on January 20, 2025. Hopes tied to tax…

S&P 500 Based on the Chinese Zodiac Signs The Year of the Horse has begun. Playful as zodiac signs may be on market trends, the Year of the Horse usually trots rather than gallops, with…

Bitcoin vs. S&P 500 Software Total Return Bitcoin has been trading hand in hand with U.S. software names. Its current drawdown may stick around for a while if the pressure on tech doesn’t ease. But…

U.S. Inflation – Cleveland Median CPI vs. M2 Savings Deposits When fiscal policy drives money creation, inflation risk jumps. Spending and liquidity rise together, and before long, too much money chases too few goods. Recent…

Tax Refunds and U.S. Equity Fund Flows U.S. equity fund inflows tend to pick up sharply during tax refund season. History suggests the next few weeks could see another wave of cash hitting the market.…

LME Copper Copper surged on shrinking supply and a weaker dollar, with investors wagering that demand from factories, clean energy, and AI will stay strong despite limited mine output. Image: Bloomberg

S&P 500 Index Daily Returns For nearly a century, no day has given the S&P 500 more trouble than Monday, the market’s perennial weak spot. Even the markets get the Monday blues! Image: Carson Investment…