Returns – S&P 500 Price Index and Implied Trend Growth Rate For over two years, the S&P 500 has maintained a consistent trend channel, indicating a strong market despite concerns of potential overvaluation. Image: Deutsche…
S&P 500 Valuation vs. History Compared to historical standards, most S&P 500 sector P/E valuations are elevated, raising concerns about potential market overvaluation. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day Why are bears reluctant to invest in U.S. stocks? They view the bull market as nothing more than fake news—and they can’t bear the idea of losing their cherished money…
Valuation – Nasdaq 100 Fwd P/E Tech stocks are priced at a premium, with forward valuations significantly above their 10-year average. This rich valuation assumes technology companies will maintain their earnings leadership. Image: Bloomberg
Correlation Between Top 10 and S&P 500 While the concentration of large-cap stocks in the U.S. equity market is a topic of discussion, the evidence suggests that its impact on market behavior is not as…
S&P 500 Around Close Presidential Elections The cyclical nature of equity markets around U.S. elections often leads to rallies after the election as policy uncertainties fade. Image: Deutsche Bank Asset Allocation
One-Day Move in U.S. Stocks that Beat on 4Q EPS in Excess of S&P 500 The market’s positive response to earnings beats, despite uncertainties surrounding Trump’s policies and the Fed’s direction, suggests that strong corporate…
S&P 500 Annual Performance Based On What The First Five Days Do A bullish start to the year for the S&P 500 is often seen as a good omen. When the index rises in the…
S&P 500 Performance per Year of a 4-Year Presidential Cycle The U.S. stock market typically outperforms in the first two years of a President’s second term compared to a new President’s term, suggesting a potentially…
S&P 500 Valuation – Shiller’s Cyclically-Adjusted Price-To-Earnings (CAPE) Ratio With the Shiller P/E ratio indicating an unusually high valuation for the U.S. stock market compared to the start of previous presidential terms, investors may need…
ISABELNET Cartoon of the Day The S&P 500 rose 1.74% this week, maintaining its positive trajectory for January and giving bulls a reason to throw a party, while bears are contemplating a career change to…