S&P 500 Performance When >2% YTD Return in January Bulls have reason to smile: historically, when the S&P 500 index rises more than 2% in January, it’s a good omen. Since 1951, such starts have…

S&P 500 Top 5 Stocks’ Weight vs. 1-Year Forward Returns While the current high market concentration is a significant feature of today’s market landscape, it doesn’t necessarily predict poor performance in the near term. Image:…

ISABELNET Cartoon of the Day Bears hate a strong January, which is widely seen as a bullish sign for stocks. Historically, when the S&P 500 rises in January, it tends to be a reliable predictor…

S&P 500 vs. Forward Earnings Estimates While the outlook for corporate earnings in 2025 remains positive, the elevated market valuations mean that companies will need to deliver on these high expectations to sustain the bull…

Cyclicals vs. Defensives Performance Cyclical sectors’ strong performance suggests economic optimism, but investors must be cautious about potential overvaluation and risks, especially when buying cyclical stocks late in the economic cycle. Image: Goldman Sachs Global…

Nominal S&P 500 Earnings Growth – Nominal GDP Growth The rapid acceleration of U.S. corporate earnings growth over the past three decades, which has outpaced the broader U.S. economy, is a key factor behind today’s…

S&P 500 Index Returns Based on if January is Higher or Lower Bulls have reason to smile, as a strong January is often seen as a bullish sign for the stock market. Historically, a higher…

Global Equities Around Fed Cut With And Without Recession Strong performance in global equities is common after the Fed’s initial rate cut, particularly when the economy remains recession-free for the subsequent 12 months. Image: Goldman…

2 Year Calendarized S&P 500 Performance Starting in January The remarkable rise in the S&P 500 over the past two years is one of the strongest since 1928, bringing joy to market bulls. Image: Goldman…

ISABELNET Cartoon of the Day The Panama Canal is not for sale. Trying to buy it? That’s a canal-tastrophic idea! Have a Great Day, Everyone! 😎

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