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 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

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…

Valuation – Russell 2000 vs. S&P 500 The current undervaluation of U.S. small-caps relative to the S&P 500 presents an attractive investment opportunity for those looking to diversify their portfolios and potentially capture higher returns…

Long History of U.S. 10-Year Treasury Yields Despite expectations of rate cuts, U.S. interest rates could move in either direction, depending on inflation and Fed decisions. Image: Goldman Sachs Global Investment Research Click the Image…

ISABELNET Cartoon of the Day In a surprising turn of events, Greenland, Canada, and Panama announce joint bid to purchase Florida, claiming “vital access to Mar-a-Lago” as key motivation! Happy Friday, Everyone! 😎

GS CapEx & R&D Index – S&P 500 Index Quarterly Performance The underperformance of stocks with high CapEx and R&D expenditures highlights the tension between long-term corporate investment strategies and investors’ desire for near-term profitability.…

Inequality – Inflation Adjusted Household Equity Ownership by Brackets Wealth inequality in the U.S. may be further exacerbated by the current stock market ownership structure, where 88% of household equity is controlled by just the…

Household Asset Allocation The wealth gap between the rich and the middle/lower classes is significantly influenced by their asset ownership patterns. The wealthy predominantly own equities, while the middle and lower classes tend to invest…