No Equity Risk Premium in the S&P 500

By: Alexander Vogt, CFA

One way to look at market returns is to deconstruct them into their three parts: dividends, earnings growth, and changes in valuation.

By: Jurrien Timmer

Scott Bessent has finally been confirmed as Treasury Secretary and already has developed a plan to execute the president elect economic agenda.

By: Gustavo A. Cano

US Stocks have been such a Strong Performer that they've set themselves a very high valuation hurdle to overcome

By: Topdown Charts

BREAKING: Every Wall Street 2025 Investment Outlook — All In One Post 🏆

By: Eddie Donmez

Thank you to Matthew Miller, Katie Greifeld and Sonali Basak for inviting me to join them on Bloomberg’s "Open Interest" to discuss the Goldman Sachs 2025 US Equity Outlook: The Art of the Deal report that was published this week.

By: David Kostin

The stock market in 2024 has rallied strongly on a combination of growing earnings and expanding P/E-multiples. The same thing happened in 2017, which was the first calendar year of Trump 45.

By: Jurrien Timmer

Regime change and US Interest Rates

By: Joseph Brusuelas

🚨BREAKING: Bitcoin surpasses the Great British Pound (GBT) to become the 5th largest currency in the world 🌎!

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

Glass half-full = if you hold your stocks for long enough your chances of avoiding losses goes up! 😀

By: Callum Thomas