YTD Returns of Select Equity Indices Wall Street has lost some spark. The KOSPI, fired up by semiconductor leaders, has surged 15% this year, dwarfing the S&P 500’s and Nasdaq 100’s modest 1% gains. Image:…

Net Weekly Global Flows: Equity vs. Money Markets Strong equity inflows and shrinking money market assets show investors are pulling cash out of safe havens and putting it back to work in stocks, giving new…

Gold vs. Bitcoin The gap between gold and bitcoin has widened in recent weeks. Safe‑haven flows have lifted gold, while bitcoin has been trading more like a high‑beta risk asset, closely tracking tech and growth…

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 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 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

Markets – Average Daily Change: SPY, TLT, LQD, HYG, IBIT Is “Sell America” becoming the new market mantra? Europe could rattle investors if it strikes back with tariffs and its own trade bazooka. Image: Bloomberg

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

Annual Real S&P 500 Index and 3-Year Average Annual Return The S&P 500 sits about 18% above its three‑year average, a strong run by any measure, but past rallies this sharp rarely come without some turbulence…

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 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…