ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Holding a long position in the S&P 500 throughout 2024 has been remarkably profitable so far, generating a total return of 26% including dividends. Have a Great Day, Everyone! 😎

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day Being a bear on Earth in 2024 is hard enough, with the S&P 500 gaining 26% YTD including dividends. How about a one-way trip to Mars? It’s so cold there that a bear could hibernate for the entire journey! Happy Friday, Everyone! 😎

GWIM 4-Week ETF Flows as % of AUM

GWIM 4-Week ETF Flows as % of AUM BofA’s private clients have been buying municipals, dividend, utilities ETFs, and selling energy, EM debt, low-vol ETFs over the past four weeks. Image: BofA Global Investment Strategy

Decomposition of S&P 500 Total Returns

Decomposition of S&P 500 Total Returns According to BofA, dividends are expected to play a larger role in S&P 500’s total returns in the future than they have over the past decade. Image: BofA US Equity & Quant Strategy

U.S. Large Company Stock Total Returns

U.S. Large Company Stock Total Returns A $1 investment in U.S. large company stocks in 1824 would now be worth $16 million, including reinvested dividends. This growth showcases the wealth-building potential of long-term investing in the U.S. stock market. Image: BofA Global Investment Strategy

Performance vs. S&P 500 by Uses of Cash

Performance vs. S&P 500 by Uses of Cash U.S. companies that spend the most cash on dividends and buybacks have outperformed the S&P 500 since 1992. Image: Goldman Sachs Global Investment Research

S&P 500 Earnings and U.S. Capital Spending

S&P 500 Earnings and U.S. Capital Spending This chart shows that U.S. core capital spending is near a 20-year high. Are fears that U.S. companies may be curtailing spending plans overblown? The absence of dividend cuts also suggests that U.S. companies are confident in their future earnings potential. Image: The Leuthold Group