ISABELNET Cartoon of the Day Ignoring climate risks in your financial strategy is like leaving your umbrella at home on a cloudy day—you might be fine for a while, but you’ll regret it when the…

Equity Flows U.S. equity flows have strengthened in early 2025, with investors pouring significant amounts of money into U.S. equity markets, aligning with analysts’ expectations of continued outperformance. Image: Goldman Sachs Global Investment Research

S&P 500 Returns Based on 21 Points or More Super Bowl Blowouts While investment decisions shouldn’t be based solely on the Super Bowl, it’s fascinating to note that Super Bowl blowouts have often preceded periods…

Buybacks and S&P 500 Use of Cash S&P 500 companies are showing stronger growth in capital expenditure compared to share buybacks, signaling a shift in corporate spending priorities. Image: Goldman Sachs Global Investment Research

ISABELNET Cartoon of the Day The S&P 500 took a minor tumble of 0.24% last week, confirming the bears’ eternal pessimism. However, bulls are too busy celebrating a 2.55% year-to-date gain, including dividends! Have a…

S&P 500 and Trend Channel The S&P 500 has maintained a strong upward trajectory for over two years. Even if the growth rate moderates, the short-, medium-, and long-term trends are still intact, pointing to…

S&P 500 Index Returns When the AFC Wins the Big Game While it is not advisable to invest solely based on who wins the Super Bowl, it’s interesting to note that since 2004, AFC Super…

Valuation – Shiller CAPE P/E Ratio While a high CAPE ratio doesn’t necessarily lead to an immediate market correction, it often correlates with lower returns in the future. Image: Topdown Charts

Number of S&P 500 Constituents Mentioning Tariffs on Earnings Calls “Tariff Man’s” return has sparked a surge in tariff discussions during S&P 500 earnings calls, potentially exceeding Q2 2018 levels. Image: Fundstrat Global Advisors, LLC

ISABELNET Cartoon of the Day Unexpectedly, Wall Street’s fiercest rivals, Bull and Bear, declared a ceasefire—not to discuss finance, but to share nachos and watch the Super Bowl together! Who knows? World peace might be…

Oil Price vs. U.S. 10-Year Breakeven Inflation Rate Since the 2008 global financial crisis, U.S. breakeven inflation has closely tracked crude oil prices, reflecting the significant impact of oil price fluctuations on inflation expectations and…