Magnificent 7 Annual Capex Spend The Magnificent 7’s capital expenditure is projected to grow by 31% to $331 billion in 2025, followed by a 10% increase to $363 billion in 2026, underscoring the Magnificent 7’s focus on long-term growth and innovation. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day Ignoring climate risks in your financial strategy is like leaving your umbrella at home on a cloudy day—you might be fine for a while, but you’ll regret it when the storm hits! Have a Great Day, Everyone! 😎
Equity Flows U.S. equity flows have strengthened in early 2025, with investors pouring significant amounts of money into U.S. equity markets, aligning with analysts’ expectations of continued outperformance. Image: Goldman Sachs Global Investment Research
S&P 500 Returns Based on 21 Points or More Super Bowl Blowouts While investment decisions shouldn’t be based solely on the Super Bowl, it’s fascinating to note that Super Bowl blowouts have often preceded periods of strong U.S. stock market performance. Image: Carson Investment Research
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 Great Week, Everyone! 😎
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 Bowl victories have been associated with positive stock market returns in 12 out of 13 years. Image: Carson Investment Research
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 just around the corner. Have a Great Weekend, Everyone! 😎
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 overall economic conditions. Image: Bloomberg
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 in the coming years. Image: Fundstrat Global Advisors, LLC
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 to Enlarge
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! 😎