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…
ISABELNET Cartoon of the Day Bulls can’t stop laughing as gold trades at all-time high, with Goldman Sachs forecasting a glittering path to $3,000 per ounce by December 2025, fueled by central banks’ insatiable gold-buying…
ISABELNET Cartoon of the Day Wall Street bears, with their trademark grumpy demeanor, are convinced the bull market is a joke – meanwhile, bulls are gleefully high-fiving their portfolios and keep laughing all the way!…
Tariffs and U.S. Government Revenues Tariffs played a crucial role in the early industrialization of the United States, but their effectiveness in today’s global economy are potentially detrimental as they act as an economic drag,…
Tech Equity Flows The DeepSeek selloff was followed by significant tech inflows, highlighting the resilience of investor confidence in the technology sector, despite short-term market fluctuations. Image: Deutsche Bank Asset Allocation
Market Capitalization of the S&P 493 as Share of Index Total The 493 smallest stocks in the S&P 500 now account for just 67% of the index’s market capitalization, a record low. This reflects a…
S&P 500 and 10-Month Moving Average The S&P 500’s 2.78% gain in January, including dividends, underscores the strength of the cyclical bull market that began in late 2022. Current conditions suggest continued growth potential. Image:…
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…