The S&P 500 has consistently outperformed the Euro Stoxx 50. But what’s driving this? Here are some ideas.

By: James Eagle

"Collectively, [hyperscalers] spent $52B in 2Q, +54% YoY (vs. +30% in 1Q), marking the first quarter of a multi-year AI investment cycle."

By: Daily Chartbook

Amazing...

By: Charles-Henry Monchau, CFA, CMT, CAIA

Politicians want to use federal land to build more homes. Would it move the needle?

By: Lance Lambert

Cash holdings of S&P500 companies has reached a low in July 2024, just slightly above 2008’s low.

By: Ryan Lemand, PhD

Does anyone find it strange that the U.S., with 4% of the world's population and 25% of the world's GDP should carry a stock market capitlization that is over 60% of the world's total?

By: Roderick Mann

What does DM/EM/FM have in common?

By: Topdown Charts

Here's a simple table on how to think about Absolute vs Relative valuation signals + the risk vs opportunity landscape...

By: Topdown Charts

Sector composition of the S&P 500 has shifted significantly over time. energy used to be 26% of the index...

By: Charles-Henry Monchau, CFA, CMT, CAIA

"The six-month performance spread between the S&P 500 and S&P 500 Equalweight index has only been higher than it is now during a small number of days in March 2000."

By: Daily Chartbook