Equities – MSCI U.S./RoW Distance from 200-DMA

Equities – MSCI U.S./RoW Distance from 200-DMA The MSCI U.S./RoW distance from the 200-DMA highlights a major interruption to the narrative of U.S. exceptionalism and reinforces the need for global diversification in equity portfolios. Image:…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Wall Street bears are convinced the bull market is crazy, but bulls are too busy wearing noise-canceling headphones to hear any warnings. Happy “Hump” Day, Everyone! 🐫🐪😎

U.S. Bitcoin ETF Flows

U.S. Bitcoin ETF Flows U.S. Bitcoin ETFs have experienced strong inflows. Bitcoin has rebounded over 20% from its early April low, surpassing $90,000. During this period, Bitcoin has significantly outperformed U.S. equities. Image: Bloomberg

Dow Jones Industrial Average vs. Smart Money Flow Index

Dow Jones Industrial Average vs. Smart Money Flow Index The Smart Money Flow Index currently suggests that the most probable short-term direction for the U.S. stock market is upward. Image: Paulsen Perspectives

S&P 500 Valuations

S&P 500 Valuations The composite S&P 500 valuation indicator—which integrates PE ratios, equity risk premia, and price-based mean reversion factors—has recently reset to a level close to neutral, which is an encouraging sign. Image: Topdown…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day When bulls sense a market boom, bears are quick to dismiss it, claiming there’s “nothing to see here.” Have a Great Day, Everyone! 😎

S&P 500 Forward P/E Ratio and Subsequent 5-Year Returns

Forward P/E Ratio and Subsequent 5-Year Annualized Returns Given current U.S. stock market valuations, investors may need to lower their expectations for equity returns over the next five years. Image: J.P. Morgan Asset Management

Consensus Earnings Estimates

Consensus Earnings Estimates Despite economic uncertainties and potential tariff impacts, downward revisions to 2025 EPS estimates have remained modest, underscoring their resilience. Image: J.P. Morgan Asset Management