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	<title>Search Results for &#8220;rating&#8221; &#8211; ISABELNET</title>
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	<link>https://www.isabelnet.com</link>
	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;rating&#8221; &#8211; ISABELNET</title>
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		<title>Seasonality &#8211; S&#038;P 500 Index Returns in June</title>
		<link>https://www.isabelnet.com/seasonality-sp-500-index-returns-in-june/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 24 Jun 2026 08:32:36 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=52860</guid>

					<description><![CDATA[Seasonality &#8211; S&#38;P 500 Index Returns in June The second half of June has a track record of frustrating equity bulls, with U.S. stocks often drifting lower. The bright spot is that we are now halfway through this typical June swoon. Image: Carson Investment Research]]></description>
		
		
		
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		<title>Capex as % of Cash Flow from Operations</title>
		<link>https://www.isabelnet.com/gwim-cash-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 11 Jun 2026 08:31:54 +0000</pubDate>
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					<description><![CDATA[Capex as % of Cash Flow from Operations All signs point to hyperscalers reinvesting nearly all operating cash flow into capex, a tailwind for infrastructure suppliers but a potential headwind for equity returns if free cash flow fails to recover. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Earnings Growth &#8211; Consensus vs. Historical Norms</title>
		<link>https://www.isabelnet.com/earnings-sp-500-yoy-operating-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 08 May 2026 08:33:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 Earnings Growth &#8211; Consensus vs. Historical Norms Historically, S&#38;P 500 earnings have risen 6.5% annually. The 18.6% call for 2026 is more than twice that rate, and forecasts for 2027 still around 16%. That kind of optimism tends to look compelling right up until it doesn&#8217;t. Image: Real Investment Advice]]></description>
		
		
		
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		<title>S&#038;P 500 Quarterly Net Profit Margin (ex. Financials &#038; Utilities)</title>
		<link>https://www.isabelnet.com/sp-500-profit-margin-operating-earnings-sales/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 07 May 2026 08:31:37 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66232</guid>

					<description><![CDATA[S&#38;P 500 Quarterly Net Profit Margin (ex. Financials &#38; Utilities) Corporate America is delivering solid profits, and with margins set to climb in the coming quarters, the bullish case keeps gaining traction. It&#8217;s getting harder to argue against that trend. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Hyperscaler Quarterly Capex Growth</title>
		<link>https://www.isabelnet.com/sp-500-operating-eps-vs-capex/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 30 Apr 2026 08:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=62492</guid>

					<description><![CDATA[Hyperscaler Quarterly Capex Growth Over the next few quarters, hyperscalers are set to slow capex growth, which could drag on valuations while leaving them more vulnerable in the supply-strained battle for AI leadership. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Fund Flows</title>
		<link>https://www.isabelnet.com/u-s-fund-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 09 Apr 2026 08:30:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Fund Flows Since 2019, both cash and bonds have drawn substantial inflows, as investors have shifted toward perceived safety and income‑generating assets amid heightened macro uncertainty and evolving central‑bank policy. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Gold Futures</title>
		<link>https://www.isabelnet.com/growth-in-gold-price-and-central-bank-balance-sheets/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 23 Mar 2026 09:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=31530</guid>

					<description><![CDATA[Gold Futures Gold&#8217;s 2026 gains have evaporated as sentiment flipped from rate cuts to higher-for-longer expectations. A stronger U.S. dollar is adding pressure, while forced selling to cover losses elsewhere is accelerating the selloff. Image: The Daily Shot]]></description>
		
		
		
			</item>
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		<title>Software Stocks (IGV) and Forward P/E</title>
		<link>https://www.isabelnet.com/median-stock-ev-sales-valuation-russell-3000-software-vs-total-russell-3000/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 24 Feb 2026 09:30:29 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Software Stocks (IGV) and Forward P/E The recent weakness in software stocks reflects a valuation de-rating rather than deteriorating fundamentals. Retail investors have been adding exposure on dips, even as institutional money stays cautious. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Bond Fund Flows (Last 4 Weeks)</title>
		<link>https://www.isabelnet.com/weekly-bond-fund-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 21 Jan 2026 09:30:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=25973</guid>

					<description><![CDATA[Bond Fund Flows (Last 4 Weeks) Bond funds keep drawing strong inflows as investors look for yield and stability in a world of moderating inflation and lingering uncertainty. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>S&#038;P 500 Valuations Based On Forward Operating EPS</title>
		<link>https://www.isabelnet.com/sp-500-earnings-estimates-and-forward-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 06 Nov 2025 09:33:49 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#038;P 500 Valuations Based On Forward Operating EPS Easy money and low rates could keep pushing S&#38;P 500 multiples higher, but the risk is that earnings won&#8217;t rise fast enough to support them. For the moment, liquidity is driving markets far more than fundamentals. Image: Real Investment Advice]]></description>
		
		
		
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		<title>S&#038;P 500 Quarterly Margin</title>
		<link>https://www.isabelnet.com/sp-500-quarterly-operating-margin/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 02 Aug 2025 08:30:57 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=69600</guid>

					<description><![CDATA[S&#038;P 500 Quarterly Margin Growth in the high-margin tech sector, economies of scale, network effects, and supportive financial and regulatory environments—key structural shifts—have pushed the S&#38;P 500&#8217;s profit margins to nearly a four-year high. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Returns After a Golden Cross (50-Day MA Above the 200-Day MA)</title>
		<link>https://www.isabelnet.com/sp-500-returns-after-a-golden-cross-50-day-ma-above-the-200-day-ma/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 03 Jul 2025 08:33:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=121238</guid>

					<description><![CDATA[S&#038;P 500 Returns After a Golden Cross (50-Day MA Above the 200-Day MA) Since 1950, the S&#38;P 500&#8217;s golden cross has been a reliable bullish signal, generating median returns of 13% over the following year, with positive returns about 80% of the time—giving bulls plenty of reason to rejoice. Image: Carson Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Cumulative Flows in All Bitcoin Funds and Gold ETF Holdings</title>
		<link>https://www.isabelnet.com/cumulative-flows-in-bitcoin-trust-and-gold-etf-holdings/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 06 Jun 2025 08:30:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=44753</guid>

					<description><![CDATA[Cumulative Flows in All Bitcoin Funds and Gold ETF Holdings The past month has seen a clear preference for Bitcoin over gold among investors, driven by a shift toward riskier assets, robust technical performance, and accelerating ETF inflows into Bitcoin. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Presidential Approval Rating vs. Consumer Confidence</title>
		<link>https://www.isabelnet.com/u-s-presidential-approval-rating-vs-unemployment-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 30 Apr 2025 08:29:39 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=82295</guid>

					<description><![CDATA[U.S. Presidential Approval Rating vs. Consumer Confidence Trump&#8217;s approval exceeds Biden&#8217;s late-term lows, but deteriorating consumer confidence&#8217;s predictive power signals substantial downside risk as economic anxieties translate into political consequences. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
		<item>
		<title>ISABELNET Cartoon of the Day</title>
		<link>https://www.isabelnet.com/isabelnet-cartoon-of-the-day-64/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 28 Apr 2025 08:30:06 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=115173</guid>

					<description><![CDATA[ISABELNET Cartoon of the Day With the S&#38;P 500 jumping 4.59% last week, bulls are celebrating like they just hit the jackpot, while bears are trying to find their lost optimism! Have a Great Week, Everyone! 😎]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Returns a Year After Spike in Policy Uncertainty Index</title>
		<link>https://www.isabelnet.com/economic-policy-uncertainty-vs-central-bank-uncertainty/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 21 Apr 2025 08:31:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=10804</guid>

					<description><![CDATA[S&#38;P 500 Returns a Year After Spike in Policy Uncertainty Index The S&#38;P 500 has a history of generating solid 12-month returns after periods of heightened policy uncertainty. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>ISABELNET Cartoon of the Day</title>
		<link>https://www.isabelnet.com/isabelnet-cartoon-of-the-day-41/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 18 Feb 2025 09:30:14 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=113156</guid>

					<description><![CDATA[ISABELNET Cartoon of the Day The S&#38;P 500&#8217;s 1.47% increase last week hasn&#8217;t dampened bears&#8217; endless pessimism. Meanwhile, bulls are too busy celebrating a 4.11% year-to-date gain, including dividends! Have a Great Day, Everyone! 😎]]></description>
		
		
		
			</item>
		<item>
		<title>ISABELNET Cartoon of the Day</title>
		<link>https://www.isabelnet.com/isabelnet-cartoon-of-the-day-36/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 10 Feb 2025 09:30:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=112720</guid>

					<description><![CDATA[ISABELNET Cartoon of the Day The S&#38;P 500 took a minor tumble of 0.24% last week, confirming the bears&#8217; eternal pessimism. However, bulls are too busy celebrating a 2.55% year-to-date gain, including dividends! Have a Great Week, Everyone! 😎]]></description>
		
		
		
			</item>
		<item>
		<title>The S&#038;P 500 Index Returns Based on the Year of the Snake</title>
		<link>https://www.isabelnet.com/sp-500-sectors-returns/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 29 Jan 2025 09:33:02 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=64700</guid>

					<description><![CDATA[The S&#038;P 500 Index Returns Based on the Year of the Snake 🐍 Happy New Year of the Snake! While it is not advisable to invest solely based on zodiac signs, investors celebrating the Year of the Snake are advised to remember: sometimes the market strikes when you least expect it! Image: Carson Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>ISABELNET Cartoon of the Day</title>
		<link>https://www.isabelnet.com/isabelnet-cartoon-of-the-day-10/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 26 Dec 2024 09:30:10 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=110155</guid>

					<description><![CDATA[ISABELNET Cartoon of the Day The bulls are celebrating like kids with their favorite new gadget, thrilled by the S&#38;P 500&#8217;s 1.10% jump to kick off the Santa Claus Rally! Have a Great Day, Everyone! 😎]]></description>
		
		
		
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