Real Price of Gold Per Ounce

Real Price of Gold Per Ounce Gold’s nominal price has climbed past its 1980 peak, but once you factor in inflation, it’s far less frothy than it looks. The market hasn’t lost its head, at…

S&P 500 and Equity ETF Flows

S&P 500 and Equity ETF Flows Equity ETFs remain money magnets, pulling in about $5.6 billion a day since the start of the year, up from $3.5 billion in 2025. Flows don’t lie: risk appetite is alive…

U.S. M2 Money Supply

U.S. M2 Money Supply With M2 up 4.27% year on year, the money supply is lagging behind economic growth, pointing to cooling inflation rather than trouble. Image: Real Investment Advice

Bond Fund Flows (Last 4 Weeks)

Bond Fund Flows (Last 4 Weeks) Bond funds keep drawing strong inflows as investors look for yield and stability in a world of moderating inflation and lingering uncertainty. Image: Deutsche Bank Asset Allocation

January Barometer and S&P 500 Index Return Rest of Year

January Barometer and S&P 500 Index Return Rest of Year When U.S. stocks end January in the green, momentum usually keeps rolling. Historically, a positive January has been followed by above-average returns 87% of the…

S&P 500 Buybacks

S&P 500 Buybacks S&P 500 buybacks have lost some steam lately, but most analysts view it as a short breather following record highs, not a sign that corporate cash is drying up. Image: Deutsche Bank…

S&P 500 Market Cap vs. Equal Weighted Returns

S&P 500 Market Cap vs. Equal Weighted Returns A wave of sector rotation has lifted the S&P 500 equal-weighted index to record highs, tightening its gap with the market-cap gauge as investors pull back from…