The Conference Board's Consumer Confidence Index® plunged to its lowest level in nearly five years in April. The index fell to 86.0 this month from March's upwardly revised 93.9, marking the fifth consecutive monthly decline, the longest streak since 2008.
The S&P 500 posted four straight days of gains this week, its longest winning streak since January.
FINRA has released new data for margin debt, now available through March. The latest debt level is at $880.316 billion, down 4.3% from February. This is the second straight month the debt level has declined and is the largest monthly drop since October 2023.
US equities extended a rebound into a third session Tuesday as traders weighed the ongoing global trade war against a slew of positive earnings reports from Wall Street banks.
President Donald Trump’s trade war has US stocks on track to enter their first bear market since the Covid pandemic.
President Donald Trump’s new reciprocal tariff policy is straightforwardly bad for the US economy and markets. The only conceivable reason that the S&P 500 Index was down just 4% on Thursday is that investors still don’t believe it will stick. Unfortunately, there’s no quick way out of this quagmire.
The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024 but has retreated from it over the past few months. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $19,313 for an annualized real return of 13.24%.
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the March 2025 close.
With the Q4 GDP third estimate and the March close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 209.6%, up slightly from the previous quarter.
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.
This video provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Here is a summary of the four market valuation indicators we update on a monthly basis.
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.1 and the latest P/E10 ratio is 34.7.
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.85, down from 1.97 in February. This is the lowest level in eight months.
At the end of March, the inflation-adjusted S&P Composite Index was 160% above its long-term trend, down from 178% in February. This is the lowest variance in seven months.
Valid until the market close on April 30, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
In 2024, the S&P 500 delivered a total return of 25%, while gold finished the year up 27%. This marks the first time in recent financial history in which gold and stocks achieved gains exceeding 25% within the same calendar year.
The US stock market is on edge. The S&P 500’s recent 10% correction has investors worried, though a highly uncertain policy environment and an unusually top-heavy market obscure just what is spooking stocks.
A chorus of Wall Street strategists is warning about rising volatility in the stock market, with Morgan Stanley’s Michael Wilson the latest to sound the alarm on slumping economic growth amid President Donald Trump’s trade wars.
US stocks have been on a wild ride this week, and options traders expect more of that to come as traders assess the latest tariff developments and brace for Friday’s monthly jobs report.
In the second half of 2024 the risk premia associated with inflation releases declined relative to labor market data as the Fed shifted focus toward labor market and away from inflation risk. With elevated S&P 500 Index concentration and the market leadership of the artificial intelligence (AI) theme, some single company earnings (NVIDIA) have been rising risk events for the entire index.
If you’re looking to a popular stock market tracker like the S&P 500 Index to gauge the effect of President Donald Trump’s proposed tariffs, don’t. It’s likely to be insulated from much of the fallout and therefore fail to reflect the true impact on US businesses.
The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale. It is an equally weighted portfolio constructed with 5 ETFs that feature a mix of different asset classes. By allocating across different asset classes, diversification is achieved, and risk is reduced.
Last week, DeepSeek’s emergence as an AI threat wiped half a trillion dollars of value off Nvidia Corp. Last night, Alphabet Inc.’s disappointing earnings sparked questions about its capital expenditures and put its stock on pace for the worst drop in more than a year.
In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.
The world’s biggest stock market is heading for its best start for a new US president since Ronald Reagan was sworn in to power in 1985.
A seemingly unstoppable flood of money has Vanguard Group Inc. on the brink of claiming a crown that State Street Corp. has held for decades.
This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.
2024 was characterized by megacap dominance, with the S&P 500 reaching new all-time highs and gaining roughly 25%. Megacap leadership resulted in the largest companies growing their share of the index. As of this writing, the top seven stocks in the S&P 500 make up 34% of the S&P 500.
Energy is the star sector of the S&P 500 Index in the early days of 2025, shaking off two consecutive years when it was a market laggard, and gaining despite Wall Street’s dim outlook for oil and gas stocks.
Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation, falling interest rates and the prospect of lower corporate taxes under a second Trump administration.
December's market activity highlights the need for caution in the near term.
By this time last year, the stock market’s rally had blown past even the most optimistic targets and Wall Street forecasters were convinced it couldn’t keep up the dizzying pace.
To Michael Saylor’s online fanbase, it’s the next step in the great normalization of crypto: Bitcoin proxy MicroStrategy Inc. enters the S&P 500 next year, forcing the likes of index-tracking funds to buy his controversial company en masse. Whether they like it or not.
While concern has grown in the past week that narrowing market breadth has tapped the brakes on the S&P 500 Index’s blistering rally, it turns out that stock bulls are still stepping in to snap up shares ahead of the Federal Reserve’s interest-rate decision.
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
If Wall Street learned one thing during Donald Trump’s first term as president, it’s that the stock market is a way he keeps score. At various points he took credit for equities rallies, urged Americans to buy the dip, and even considered firing Federal Reserve Chairman Jerome Powell, who he blamed for a selloff.
VettaFi’s Head of Research Todd Rosenbluth discussed the Calamos S&P 500® Structured Alt Protection ETF – November (CPSN) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Stocks rose at the end of their best week in 2024 after solid consumer sentiment data and bets that newly elected President Donald Trump’s pro-growth agenda will keep fueling Corporate America.
The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between performance of sectors.
Stocks struggled for direction, bonds rose and the dollar fell, with polls continuing to depict a tight race in the US presidential election ahead of the Federal Reserve decision.
US stocks are unlikely to sustain their above-average performance of the past decade as investors turn to other assets including bonds for better returns, Goldman Sachs Group Inc. strategists said.
The latest S&P 500 rebalance introduced Dell and Palantir to the index, and Apple’s weight grew with annual float changes, signaling technology’s ongoing influence.
The wait is over for earnings watchers, as the latest quarterly read on US corporations kicks off with reports from JPMorgan Chase and Wells Fargo on Friday. Earnings will provide a gut check on the state of the US economy, and investors will be looking for these results to confirm the mostly improving economic data that’s been released in the last month or so.
Our experts explore the implications of wider S&P 500 earnings growth, potential Fed rate cuts, and the outlook for global equities and bonds amidst ongoing economic shifts.
The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often dictates investor sentiment and decision-making. Between November 1, 2022, and September 6, 2024, the S&P 500 experienced a significant rally but not without volatility. Currently, investors have very mixed views about where markets are heading next as concerns of a recession linger or what changes to monetary policy will cause.
Tax policies touted in the US presidential election could have a big impact on S&P 500 earnings, according to Goldman Sachs Inc. strategists.
The almost $3 trillion rally in Nvidia Corp. shares over the roughly two years since ChatGPT’s unveiling has virtually rewired the US stock market, giving the artificial intelligence chipmaking giant an outsized influence on a bevy of equity indexes.
The S&P 500 posted a near-perfect week, with gains every day except Thursday.
Piper Sandler & Co. is eliminating its price target for the S&P 500 Index. Its Wall Street counterparts should follow suit.
Shares of the largest US companies are moving wildly out of sync, creating a sense of calm in the S&P 500 Index not seen in years. But it’s a different story when it comes to the rest of the market.
The S&P 500, Dow Jones Industrial Average (Dow), and Nasdaq Composite are all stock market indexes used to measure the performance of various aspects of the U.S. stock market. The indexes generally rise and fall together, however the extent of gains or losses produced by each can differ depending on market conditions and the state of the economy.
Risk of a recession is abating as the capital markets could see interest rate cuts this year with signs of cooling inflation.
VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS S&P 500 High Income ETF (SPYI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
You will find it very difficult to find good value in stocks in a bull market like we’ve had since 2008. As Warren Buffett says – “You cannot invest in what’s popular and expect to do well.”
Are the Next Top 10 best performing S&P 500 stocks in 2023 good investments now in 2024?
Are the top 10 best performing S&P 500 stocks in 2023 good investments now in 2024?
While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.
An update on Model Portfolio Number 3 to see how it’s performed against the S&P 500. The portfolio was to get maximum income out of the portfolio but still try to deal with risk at the maximum extent possible.
The S&P 500 has been touching new highs after a rocky start to the first quarter of 2024, and is doing the same thing again at the start of Q2. While market corrections will happen invariably, it’s a reminder that traders can always take advantage of any short-term weakness.
On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed.
In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to share a surefire method or strategy to beat the overvalued S&P 500 in both a total income basis as well as a total return basis.
My last blog was titled “A Start to Remember for the Markets”—and it’s a story that continues to play out as we move further into 2024. With March’s closing price, the S&P 500 is now up 10.16 percent on the year.
As the S&P 500 continues climbing, investors don't need to worry about a sudden drop, which bodes well for high-yielding dividend funds.
The markets these days have been especially sensitive to economic data, as any indication of weakness could mean rate cuts may finally be close. That, in effect, should also push the S&P 500 to even higher heights.
Investors have been basking in the sunlight of a year-end market rally in 2023 that appears to be continuing in 2024 after a slow start to January.
Just months after setting a 2024 target for the S&P 500 Index, Goldman Sachs Group Inc. strategists have boosted their forecast for a second time, reflecting Wall Street’s optimistic outlook for earnings.
The S&P 500 Index blew past a series of troubling markers in its relentless rally to 5,000. Now, after Tuesday’s rout, investors are staring at a potentially long way down before they find support.
Of course, the market peaked in January 2022, just four months later, at 4796.56. Fast forward 2-full years of returning investors to breakeven, and the market is again approaching that magical round number of 5000.
A period of market volatility and consolidation is likely as markets have already priced in much of the economy's good news.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Technology ETF (RSPT) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
The expectation of higher corporate earnings in 2024 could help prop up the actively managed NEOS S&P 500 High Income ETF (SPYI). Of course, capital markets are brimming with optimism, with the expectation of rate cuts to come.
While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
Options traders are betting on more gains in the S&P 500 Index after it hit a record high on Friday.
A sense of torpor that’s descended on Wall Street’s chief fear gauge since the fall is starting to disappear.
Nvidia Corp. is off to its strongest-ever start to a year by one measure, keeping up a blistering rally that saw shares gain nearly 240% in 2023.
Investors anticipating blockbuster profits in 2024 will be disappointed, according to Bloomberg’s latest Markets Live Pulse survey.
Just one month after setting a 2024 target for the S&P 500, Goldman Sachs Group Inc. strategists increased their forecast as the year-end rally shows no signs of abating.
Even a slight pushback from the Federal Reserve on interest-rate cuts could unravel the relentless stock rally since late October.
The fate of the S&P 500 is increasingly resting on whether a handful of the biggest technology companies can parlay artificial intelligence investments into even higher profits.
Widely regarded as a barometer for the overall stock market, the S&P 500 Index tracks the performance of 500 of the largest companies listed on U.S. stock exchanges.
Jeremy Grantham is a famous bubble hunter, quick to point out speculative excess on Wall Street and beyond.
Don’t look to US stocks for big gains next year — or for at least the next decade. That’s the bold take from Stifel Nicolaus & Co.’s Barry Bannister, one of a few Wall Street strategists who predicted the rally in the first half of 2023.
As a rush of Wall Street strategists call for all-time highs in US stocks in the year ahead, JPMorgan Chase & Co. stands apart, releasing the gloomiest forecast so far among its peers.
As I wrote this blog, the S&P 500 index is up roughly 17% year-to-date. Most likely, your portfolio isn’t. This is a common frustration among many investors in the market this year in particular.
The bond market giveth and the bond market taketh away. The S&P 500 Index closed in the red Thursday, blowing its widely-hyped chance at a nine-day winning streak, which would have been its best run since 2004.
In this article, using data from LOGICLY, we will look at some of VanEck’s gold-related ETFs to see how the fund’s performance benefitted from the recent rally and look at how the funds have performed against the S&P 500 in the short-term and long-term.
S&P 500
Consumer Confidence Plunges to 5-Year Low in April
The Conference Board's Consumer Confidence Index® plunged to its lowest level in nearly five years in April. The index fell to 86.0 this month from March's upwardly revised 93.9, marking the fifth consecutive monthly decline, the longest streak since 2008.
S&P 500 Snapshot: Longest Win Streak Since January
The S&P 500 posted four straight days of gains this week, its longest winning streak since January.
Margin Debt Sinks to 5-Month Low in March
FINRA has released new data for margin debt, now available through March. The latest debt level is at $880.316 billion, down 4.3% from February. This is the second straight month the debt level has declined and is the largest monthly drop since October 2023.
S&P 500 Rises as Traders Parse Earnings and Tariff Developments
US equities extended a rebound into a third session Tuesday as traders weighed the ongoing global trade war against a slew of positive earnings reports from Wall Street banks.
S&P 500 Is Heading for a Bear Market as Tariffs Hit Everything
President Donald Trump’s trade war has US stocks on track to enter their first bear market since the Covid pandemic.
The S&P 500’s Safety Nets Are Gone
President Donald Trump’s new reciprocal tariff policy is straightforwardly bad for the US economy and markets. The only conceivable reason that the S&P 500 Index was down just 4% on Thursday is that investors still don’t believe it will stick. Unfortunately, there’s no quick way out of this quagmire.
Secular Bull and Bear Market Trends: March 2025
The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024 but has retreated from it over the past few months. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
The Total Return Roller Coaster: March 2025
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $19,313 for an annualized real return of 13.24%.
The S&P 500, Dow and Nasdaq Since 2000 Highs as of March 2025
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the March 2025 close.
Buffett Valuation Indicator: March 2025
With the Q4 GDP third estimate and the March close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 209.6%, up slightly from the previous quarter.
Market Valuation, Inflation and Treasury Yields - March 2025
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.
Moving Averages of the Ivy Portfolio and S&P 500: March 2025
This video provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Market Valuation: Is the Market Still Overvalued?
Here is a summary of the four market valuation indicators we update on a monthly basis.
P/E10 and Market Valuation: March 2025
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.1 and the latest P/E10 ratio is 34.7.
Q-Ratio and Market Valuation: March 2025
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.85, down from 1.97 in February. This is the lowest level in eight months.
Regression to Trend: S&P Composite 160% Above Trend in March
At the end of March, the inflation-adjusted S&P Composite Index was 160% above its long-term trend, down from 178% in February. This is the lowest variance in seven months.
Moving Averages of the Ivy Portfolio and S&P 500: March 2025
Valid until the market close on April 30, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Gold vs the S&P 500
In 2024, the S&P 500 delivered a total return of 25%, while gold finished the year up 27%. This marks the first time in recent financial history in which gold and stocks achieved gains exceeding 25% within the same calendar year.
What Spooked the S&P 500? It Wasn’t the Trade War
The US stock market is on edge. The S&P 500’s recent 10% correction has investors worried, though a highly uncertain policy environment and an unusually top-heavy market obscure just what is spooking stocks.
Strategists See More S&P 500 Volatility as Tariff Fears Kick In
A chorus of Wall Street strategists is warning about rising volatility in the stock market, with Morgan Stanley’s Michael Wilson the latest to sound the alarm on slumping economic growth amid President Donald Trump’s trade wars.
Traders See Wild S&P 500 Swings After Trump Address to Congress
US stocks have been on a wild ride this week, and options traders expect more of that to come as traders assess the latest tariff developments and brace for Friday’s monthly jobs report.
What Scares the S&P 500?
In the second half of 2024 the risk premia associated with inflation releases declined relative to labor market data as the Fed shifted focus toward labor market and away from inflation risk. With elevated S&P 500 Index concentration and the market leadership of the artificial intelligence (AI) theme, some single company earnings (NVIDIA) have been rising risk events for the entire index.
The S&P 500 Is Too Big to Falter on Trump’s Tariffs
If you’re looking to a popular stock market tracker like the S&P 500 Index to gauge the effect of President Donald Trump’s proposed tariffs, don’t. It’s likely to be insulated from much of the fallout and therefore fail to reflect the true impact on US businesses.
Moving Averages of the Ivy Portfolio and S&P 500: January 2025
The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale. It is an equally weighted portfolio constructed with 5 ETFs that feature a mix of different asset classes. By allocating across different asset classes, diversification is achieved, and risk is reduced.
Magnificent Seven’s Slowing Growth Threatens S&P 500 Rally
Last week, DeepSeek’s emergence as an AI threat wiped half a trillion dollars of value off Nvidia Corp. Last night, Alphabet Inc.’s disappointing earnings sparked questions about its capital expenditures and put its stock on pace for the worst drop in more than a year.
Trailing the S&P 500, Healthcare Stocks Look Deeply Undervalued
In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.
S&P 500 Sees Best Start for a President Since 1985
The world’s biggest stock market is heading for its best start for a new US president since Ronald Reagan was sworn in to power in 1985.
Vanguard’s S&P 500 Fund Is About to Become World’s Largest ETF
A seemingly unstoppable flood of money has Vanguard Group Inc. on the brink of claiming a crown that State Street Corp. has held for decades.
Priced for Perfection: S&P 500 Increasingly Dependent on the AI Trade
This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.
S&P 500 Index Concentration Reaches New Highs – Strategically Navigating a Mega-Cap Dominated Market
2024 was characterized by megacap dominance, with the S&P 500 reaching new all-time highs and gaining roughly 25%. Megacap leadership resulted in the largest companies growing their share of the index. As of this writing, the top seven stocks in the S&P 500 make up 34% of the S&P 500.
Energy Sector Goes From S&P 500’s ‘Worst to First’ in 2025 Start
Energy is the star sector of the S&P 500 Index in the early days of 2025, shaking off two consecutive years when it was a market laggard, and gaining despite Wall Street’s dim outlook for oil and gas stocks.
AI Frenzy Drove the S&P 500’s Best Two-Year Gains Since the Dot-Com Era
Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation, falling interest rates and the prospect of lower corporate taxes under a second Trump administration.
S&P 500 Records Its Second Straight Year of 20%-Plus Gains
December's market activity highlights the need for caution in the near term.
S&P 500’s 2024 Rally Shocked Forecasters Expecting It to Fizzle
By this time last year, the stock market’s rally had blown past even the most optimistic targets and Wall Street forecasters were convinced it couldn’t keep up the dizzying pace.
MicroStrategy’s Long-Shot S&P 500 Bid Stokes Wall Street Agita
To Michael Saylor’s online fanbase, it’s the next step in the great normalization of crypto: Bitcoin proxy MicroStrategy Inc. enters the S&P 500 next year, forcing the likes of index-tracking funds to buy his controversial company en masse. Whether they like it or not.
S&P 500 Buyers Step in Ahead of Fed Meet Despite Narrow Breadth
While concern has grown in the past week that narrowing market breadth has tapped the brakes on the S&P 500 Index’s blistering rally, it turns out that stock bulls are still stepping in to snap up shares ahead of the Federal Reserve’s interest-rate decision.
Positive Earnings Trends Heading into 2025, S&P 500 Price Targets Rolling In
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
Vanguard S&P 500 ETF (VOO)
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA)
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Trump’s Scoreboard Is the S&P 500, and It’s Wall Street’s Best Hope
If Wall Street learned one thing during Donald Trump’s first term as president, it’s that the stock market is a way he keeps score. At various points he took credit for equities rallies, urged Americans to buy the dip, and even considered firing Federal Reserve Chairman Jerome Powell, who he blamed for a selloff.
Calamos S&P 500® Structured Alt Protection ETF – (CPSN)
VettaFi’s Head of Research Todd Rosenbluth discussed the Calamos S&P 500® Structured Alt Protection ETF – November (CPSN) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
S&P 500 Is on Track for Its 50th Record This Year
Stocks rose at the end of their best week in 2024 after solid consumer sentiment data and bets that newly elected President Donald Trump’s pro-growth agenda will keep fueling Corporate America.
Breaking Down S&P 500 Returns by Sector Since 2020 Election
The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between performance of sectors.
‘Dead Heat’ Election Has S&P 500 in Wavering Mode: Markets Wrap
Stocks struggled for direction, bonds rose and the dollar fell, with polls continuing to depict a tight race in the US presidential election ahead of the Federal Reserve decision.
Decade of Big S&P 500 Gains Is Over, Goldman Strategists Say
US stocks are unlikely to sustain their above-average performance of the past decade as investors turn to other assets including bonds for better returns, Goldman Sachs Group Inc. strategists said.
S&P 500 Index Rebalance: Steady Preference for Technology
The latest S&P 500 rebalance introduced Dell and Palantir to the index, and Apple’s weight grew with annual float changes, signaling technology’s ongoing influence.
Q3 2024 Earnings Preview - Deeper Downward Revisions Set S&P 500 Companies Up for Big Beats
The wait is over for earnings watchers, as the latest quarterly read on US corporations kicks off with reports from JPMorgan Chase and Wells Fargo on Friday. Earnings will provide a gut check on the state of the US economy, and investors will be looking for these results to confirm the mostly improving economic data that’s been released in the last month or so.
S&P 500 Earnings Breadth Broadens
Our experts explore the implications of wider S&P 500 earnings growth, potential Fed rate cuts, and the outlook for global equities and bonds amidst ongoing economic shifts.
S&P 500 – A Bullish And Bearish Analysis
The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often dictates investor sentiment and decision-making. Between November 1, 2022, and September 6, 2024, the S&P 500 experienced a significant rally but not without volatility. Currently, investors have very mixed views about where markets are heading next as concerns of a recession linger or what changes to monetary policy will cause.
S&P 500 Earnings Hinge on Trump, Harris Tax Plans, Goldman Says
Tax policies touted in the US presidential election could have a big impact on S&P 500 earnings, according to Goldman Sachs Inc. strategists.
Nvidia’s Earnings Will Test the S&P 500’s $4 Trillion Recovery
The almost $3 trillion rally in Nvidia Corp. shares over the roughly two years since ChatGPT’s unveiling has virtually rewired the US stock market, giving the artificial intelligence chipmaking giant an outsized influence on a bevy of equity indexes.
S&P 500 Snapshot: A Near-Perfect Week
The S&P 500 posted a near-perfect week, with gains every day except Thursday.
Market Strategists Thankfully Abandon S&P 500 Targets
Piper Sandler & Co. is eliminating its price target for the S&P 500 Index. Its Wall Street counterparts should follow suit.
Big Names in S&P 500 Overshadow the Risk of a Volatility Jump
Shares of the largest US companies are moving wildly out of sync, creating a sense of calm in the S&P 500 Index not seen in years. But it’s a different story when it comes to the rest of the market.
The S&P 500, Dow and Nasdaq Since Their 2000 Highs
The S&P 500, Dow Jones Industrial Average (Dow), and Nasdaq Composite are all stock market indexes used to measure the performance of various aspects of the U.S. stock market. The indexes generally rise and fall together, however the extent of gains or losses produced by each can differ depending on market conditions and the state of the economy.
As Recession Risk Abates, Get S&P 500 Income Exposure
Risk of a recession is abating as the capital markets could see interest rate cuts this year with signs of cooling inflation.
NEOS S&P 500 High Income ETF (SPYI)
VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS S&P 500 High Income ETF (SPYI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The 10 Worst Performing S&P 500 Stocks in 2023
You will find it very difficult to find good value in stocks in a bull market like we’ve had since 2008. As Warren Buffett says – “You cannot invest in what’s popular and expect to do well.”
NEXT 10 Best Performing S&P 500 Stocks in 2023
Are the Next Top 10 best performing S&P 500 stocks in 2023 good investments now in 2024?
10 Best Performing S&P 500 Stocks in 2023-Should You Buy Them?
Are the top 10 best performing S&P 500 stocks in 2023 good investments now in 2024?
What’s Driving S&P 500 ETFs in 2024?
While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.
Update Model Portfolio No. 3 That Beat The Overvalued S&P 500 (Part 3 of 3)
An update on Model Portfolio Number 3 to see how it’s performed against the S&P 500. The portfolio was to get maximum income out of the portfolio but still try to deal with risk at the maximum extent possible.
Rough Q2 Start Puts Bearish S&P 500 ETF in Play
The S&P 500 has been touching new highs after a rocky start to the first quarter of 2024, and is doing the same thing again at the start of Q2. While market corrections will happen invariably, it’s a reminder that traders can always take advantage of any short-term weakness.
Update Model Portfolio No. 2 That Beat The Overvalued S&P 500 (Part 2 of 3)
On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed.
Secret Recipe That Beat The Overvalued S&P 500 – Update Model Portfolio 1 – (Part 1 of 3)
In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to share a surefire method or strategy to beat the overvalued S&P 500 in both a total income basis as well as a total return basis.
Continued Momentum for the S&P 500?
My last blog was titled “A Start to Remember for the Markets”—and it’s a story that continues to play out as we move further into 2024. With March’s closing price, the S&P 500 is now up 10.16 percent on the year.
Past S&P 500 Performance Bodes Well for This Dividend ETF
As the S&P 500 continues climbing, investors don't need to worry about a sudden drop, which bodes well for high-yielding dividend funds.
Increased Jobless Claims Could Fuel Rate Cuts & S&P 500
The markets these days have been especially sensitive to economic data, as any indication of weakness could mean rate cuts may finally be close. That, in effect, should also push the S&P 500 to even higher heights.
Volatility Spikes Offer Inverse Play on S&P 500
Investors have been basking in the sunlight of a year-end market rally in 2023 that appears to be continuing in 2024 after a slow start to January.
Goldman Lifts S&P 500 Target With Profit Optimism to Drive Rally
Just months after setting a 2024 target for the S&P 500 Index, Goldman Sachs Group Inc. strategists have boosted their forecast for a second time, reflecting Wall Street’s optimistic outlook for earnings.
Stock Momentum Slams Into a Wall in S&P 500’s Worst CPI Day In Years
The S&P 500 Index blew past a series of troubling markers in its relentless rally to 5,000. Now, after Tuesday’s rout, investors are staring at a potentially long way down before they find support.
S&P Index Set To Hit 5000 As Bull Run Continues
Of course, the market peaked in January 2022, just four months later, at 4796.56. Fast forward 2-full years of returning investors to breakeven, and the market is again approaching that magical round number of 5000.
Record Highs for S&P 500 Spotlight January Market Activity
A period of market volatility and consolidation is likely as markets have already priced in much of the economy's good news.
Invesco S&P 500 Equal Weight Technology ETF (RSPT)
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Technology ETF (RSPT) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Higher S&P 500 Earnings Could Benefit This Active ETF
The expectation of higher corporate earnings in 2024 could help prop up the actively managed NEOS S&P 500 High Income ETF (SPYI). Of course, capital markets are brimming with optimism, with the expectation of rate cuts to come.
Back in Black: S&P 500 Hits All-Time High
While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
Shift in Key Options Bet Suggests S&P 500 Can Rally Even Further
Options traders are betting on more gains in the S&P 500 Index after it hit a record high on Friday.
S&P 500 Wobble Pushes ‘Fear Gauge’ to Highest Since November
A sense of torpor that’s descended on Wall Street’s chief fear gauge since the fall is starting to disappear.
Nvidia’s Red-Hot 2024 Start a Bright Spot as S&P 500 Eyes Record
Nvidia Corp. is off to its strongest-ever start to a year by one measure, keeping up a blistering rally that saw shares gain nearly 240% in 2023.
S&P 500 Record-Profit Outlook Is Too Optimistic, Survey Shows
Investors anticipating blockbuster profits in 2024 will be disappointed, according to Bloomberg’s latest Markets Live Pulse survey.
Goldman Strategists Lift S&P 500 Forecast a Month After Setting It
Just one month after setting a 2024 target for the S&P 500, Goldman Sachs Group Inc. strategists increased their forecast as the year-end rally shows no signs of abating.
Sell S&P 500 in ‘Every Scenario’ Looms as Rally Is Overheating
Even a slight pushback from the Federal Reserve on interest-rate cuts could unravel the relentless stock rally since late October.
Big Tech’s Ability to Deliver on AI Profits Looms Over S&P 500
The fate of the S&P 500 is increasingly resting on whether a handful of the biggest technology companies can parlay artificial intelligence investments into even higher profits.
S&P 500 Index
Widely regarded as a barometer for the overall stock market, the S&P 500 Index tracks the performance of 500 of the largest companies listed on U.S. stock exchanges.
GMO’s $8 Billion Fund Beats S&P 500 Even Without Nvidia, Tesla
Jeremy Grantham is a famous bubble hunter, quick to point out speculative excess on Wall Street and beyond.
Stifel Sees S&P 500 Delivering Little Returns Into Early 2030s
Don’t look to US stocks for big gains next year — or for at least the next decade. That’s the bold take from Stifel Nicolaus & Co.’s Barry Bannister, one of a few Wall Street strategists who predicted the rally in the first half of 2023.
JPMorgan’s S&P 500 Outlook for 2024 Is Grimmest on Wall Street
As a rush of Wall Street strategists call for all-time highs in US stocks in the year ahead, JPMorgan Chase & Co. stands apart, releasing the gloomiest forecast so far among its peers.
S&P 500 Market Returns And Why Your Performance Is Worse
As I wrote this blog, the S&P 500 index is up roughly 17% year-to-date. Most likely, your portfolio isn’t. This is a common frustration among many investors in the market this year in particular.
S&P 500’s Busted Winning Streak Was a Mirage Anyway
The bond market giveth and the bond market taketh away. The S&P 500 Index closed in the red Thursday, blowing its widely-hyped chance at a nine-day winning streak, which would have been its best run since 2004.
Gold-Related ETFs Are Outperforming the S&P 500
In this article, using data from LOGICLY, we will look at some of VanEck’s gold-related ETFs to see how the fund’s performance benefitted from the recent rally and look at how the funds have performed against the S&P 500 in the short-term and long-term.