U.S. Household Equity Ownership vs. S&P 500 Valuations Despite positive economic indicators and strong investor sentiment supporting the current market, the high levels of household equity allocation present risks that could trigger corrections and impact…

S&P 500 Performance When Higher in January and February When the S&P 500 finishes higher in both January and February, the rest of the year tends to be positive 93.1% of the time, with an…

S&P 500 Annualized Return per Day U.S. stocks have struggled on Mondays and Fridays this year, deviating from the typical pattern where robust Friday gains in the S&P 500 reflect investor optimism and confidence in…

S&P 500 Sectors Announced Buybacks (Last 3 Months) Over the past three months, stock buyback announcements in the U.S. market have been predominantly driven by the Financial, Healthcare, and Communication Services sectors. Image: Deutsche Bank…

Magnificent Seven Stocks – Change in Number of Hedge Fund Owners During the fourth quarter of 2024, hedge funds reduced their exposure to the “Magnificent Seven” stocks as the weight of these stocks in portfolios…

ISABELNET Cartoon of the Day Bears hate a strong February, as it is often viewed as a bullish indicator for U.S. stocks. Historically, when the S&P 500 rises in both January and February, it has…

Cumulative Effect of AI Adoption on Productivity Growth The global adoption of AI is expected to significantly boost labor productivity and drive economic growth, potentially leading to substantial increases in GDP. Image: Goldman Sachs Global…

% of Large-Cap Mutual Funds Outperforming their Benchmarks With 51% of large-cap mutual funds beating their benchmarks year-to-date, surpassing the long-term average, it’s a positive sign. However, historically, most active funds have struggled to consistently…

Volatility – U.S. Options Expiration The expiration of $2.7tn in options notional may lead to increased market volatility and price movements, driven by heightened trading activity, shifts in trader sentiment, and the mechanics in option…

NAAIM Exposure Index – Investor Sentiment The NAAIM Exposure Index of 91.48 indicates high optimism among active investment managers about the U.S. stock market’s outlook. The National Association of Active Investment Managers Exposure Index represents the two-week…

U.S. GDP Consensus Forecast The U.S. exceptionalism narrative appears fragile. With expectations already high, there’s little room for positive surprises, and weaker economic data could hurt the dollar due to investors’ skewed positioning. Image: TS…