S&P 500 Performance per Year of a 4-Year Presidential Cycle Midterm years usually test investors’ nerves, but history leans in favor of the bulls: U.S. stocks typically outperform in a President’s second term, averaging an 8.8% gain since 1950. Image: Carson Investment Research
Seasonality – Monthly Return Stats for the S&P 500 For many investors, January’s performance in the U.S. market feels as unpredictable as a coin toss, but since 1964 it has still delivered an average gain of 1.1%. Image: Topdown Charts
Sector ETF Flows ETF flows held strong as 2025 progressed, with another solid week for equity funds, while investors kept rotating from Financials to Healthcare. Image: Strategas Asset Management
S&P 500 – 1997-2001 vs. Mid 2023-2025 Analog The S&P 500’s mid-2023 to 2025 bull market echoes the late-1990s dot-com meltup in both momentum and mood. For now, the trend remains intact, even as pockets of skepticism linger. Image: Real Investment Advice
S&P 500 Index Returns in November U.S. stocks bottomed on November 20, snapping back over the next three sessions. Late‑month trading in November tends to brighten sentiment and put fresh wind behind the market’s sails. Image: Carson Investment Research
Bear Market – Number of S&P 500 Stocks Down 20% or More More than a third of S&P 500 stocks are down 20% or more, even as the index holds up. It’s a reminder that market breadth is thinning, often a sign of late-cycle fatigue. Image: Societe Generale Cross Asset Research
U.S. Corporate Profits as Percent of GDP Corporate America’s profit share remains elevated in 2025, a sign that the pandemic-era surge in profitability has proven surprisingly durable. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day This Thanksgiving, markets have one more reason to give thanks. The S&P 500 edges near all-time highs, turning the holiday into a feast of bullish fervor that even the turkey is getting a taste of investor euphoria. Happy Thanksgiving! 🦃😎
S&P 500 Annualized Return per Day The 2025 playbook feels familiar: U.S. stocks climb through midweek, then traders lock in gains and pare risk before the weekend. With Thanksgiving halting trading on Thursday, the early break may be just enough to keep the bears quiet. Image: Carson Investment Research
Fed Funds Rate and Fed Funds Futures Deutsche Bank is sticking to its call for a 25-basis-point Fed rate cut in December 2025 and sees the fed funds rate ending 2026 in the 3.25% to 3.5% range. Image: Deutsche Bank
Ratio of Bitcoin to Production Cost Bitcoin slipped below JPMorgan’s estimated production cost of $94,000 for the first time since mid-2020, a level that has often marked the price floor in earlier cycles. Even so, the bank remains optimistic on Bitcoin’s potential. Image: J.P. Morgan