CEO Confidence vs. S&P 500 Annual % Change

CEO Confidence vs. S&P 500 Annual % Change Strong CEO confidence typically bodes well for U.S. stocks, as there’s a correlation between executive optimism and annual market performance. Image: Real Investment Advice

DXY U.S. Dollar Index vs. Nasdaq Composite / MSCI World Value

DXY U.S. Dollar Index vs. Nasdaq Composite / MSCI World Value Over the past two years, U.S. growth stocks—known for their sensitivity to currency fluctuations—have exhibited a strong correlation with the U.S. dollar. Image: Gavekal,…

S&P 500 Performance by January Return

S&P 500 Performance by January Return Bulls have reason to smile: Since 1950, when January has shown positive returns, the S&P 500 has ended the year positively 89% of the time, with an average annual…

S&P 500 Valuation vs. History

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

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

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

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

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