Foreign Investor Ownership Share of U.S. Equity Market With foreign investors holding a record 18% of U.S. stocks, they are chasing the American dream, piling into U.S. equities on hopes that President Trump keeps the…
Largest Company in Terms of Market Value in the S&P 500 in Each Year Since 1955 The market’s biggest players usually cluster in the sector riding the economic zeitgeist—and right now, that’s tech. It’s where…
S&P 500 Index Additions by Year With an average turnover of about 4% a year, the S&P 500 is in constant motion—many of today’s constituents weren’t even in the index a decade ago. Image: Goldman…
U.S. Households’ Allocation to Equity, Bond and Cash Americans have never been so invested—literally—in the market, with household equity allocations at all-time highs, a boom shadowed by warnings of how sentiment can sour overnight. Image:…
S&P 500 – Duration Between 3%+ and 5%+ Selloffs The S&P 500 hasn’t stumbled more than 3% in half a year—a winning streak that’s beginning to smack of complacency, the kind that often sets the…
U.S. Recession Probability May’s tariff relief helped temper U.S. recession odds and buoy investor sentiment, but this new round of trade tensions could put that fragile calm to the test. Image: Deutsche Bank
Valuations and Peak of an Equities Rally Market participants are buzzing about an AI bubble with valuations sky-high. But ditching stocks now could mean missing the late-game rally—volatility shows we’re not in full-blown mania just…
Policy Uncertainty Index vs. S&P 500 Index Policy uncertainty often rattles markets—but those jitters tend to be short-lived, with volatility typically hitting peak levels near market lows. Image: Real Investment Advice
The 2009 S&P 500 Bull Market Compared With This One No market cycle is identical, but the S&P 500’s path since 2022 looks like a remix of the 2009–2020 bull market—same mid‑cycle pullback, same setup…
S&P 500, Russell 2000, Stoxx 600 and EM Equities – 12-Month Forward EPS Consensus Estimates Market leadership is widening. U.S. small-caps are catching up fast as EPS growth fires up in both the S&P 500…
S&P 500 Valuations The S&P 500’s current valuation places it alongside two standout episodes of market excess—the late-1990s dot-com mania and the 2021 stimulus-fueled rally—raising a yellow flag for investors who fear a stretch of…