A brief history of how U.S. bull and bear markets impact financial markets and the economy #SP500 #Bonds #Commodities #WallStreet

Who’s panicking? The oil gauge signals investors are nervous, fearing an escalation of the Iran-Israel conflict The key factor driving the market volatility is the potential impact on global oil supplies #SP500 #CrudeOil #WallStreet

Widening the view #FactorInvesting works better with European #Stocks than American Lower economic growth > lower corporate profits > lower #StockMarket returns > greater need for generating excess return > more focus on distinct factors #Value #Size #Momentum #LowVol #Quality

Wall Street’s turmoil The S&P 500 eyes bear market territory as Trump’s tariffs triggered a global sell-off #WallStreet #SP500 #Nasdaq #Volatility #Gold #OIl #BondMarkets

The Big Five of factor investing Factors help investors understand differences in long-term returns Factor investing targets securities with specific characteristics and can be used to enhance returns or manage risk #Value #SmallCap #Momentum #LowVolatility #Quality

European stocks haven’t kept up with #WallStreet since 2009, but are on a roll The #EuroStoxx50 is the benchmark of 50 blue-chip companies from 11 countries in the eurozone The #SP500 tracks the performance of the largest publicly traded companies in the United States

Teddy bear or Grizzly The current correction could morph into a #BearMarket Bear markets occur every seven year on average If the current correction continues, this will be the third bear market in less than seven years #SP500 #WallStreet #Bonds #Commodities

The #Gold/#Platinum ratio has a better track record than most of the other better known indicators For 2025 the GP-ratio predicts the #SP500 will finish the year at appx 6950 pts At current level, this implies a gain of 24% Unfortunately geopolitics’ risk are on the rise

Risk on, Risk off Donald Trump’s election victory was seen as the swan song for #European #Stocks Forget #MAGA, Investors want MEGA [Make America/Europe Great Again] and are now betting it could actually be the opposite #WallStreet #StocksInFocus #MarketsOnTheMove

Since 1980 #WallStreet experienced 6 bull & bear markets Bear markets declined on average 36% in 14 months Whereas bull markets middling lasted 6.2 years and returned 333% Yet, nobody knows when the ongoing #bullmarket will end and how severe it will be #SP500 #Bonds #Commodities

Get to know: the new S&P 500 Dividend Aristocrats Family Almost two decades after the introduction of the S&P 500 Dividend Aristocrats S&P Global launched last September the S&P 500 Quality FCF Aristocrats #SP500 #Aristocrats #Dividend #Quality @WallStreet

Is the #MagnificentSeven still a good bet for 2025? The Bull Case sees the #Mag7 reaching 34193 pts, a rise of 41.4% The Base Case predicts 27514 pts, an increase of 13.8% The Bear Case foretells a drop to 20574 pts, a loss of 14.9% #WallStreet #SP500

#Stocks do not move in a straight line, but some do exhibit an exceptional linearity, such as Rollins for example. $ROL outperformed the #SP500, with less volatility and smaller drawdowns. Bear in mind historical results are never a guarantee for future returns.

The markets are doing well this year, and some stocks do very well. That invites #WindowDressing. Not only do #momentum stocks gain strength as the year progresses, the also perform well in the last three months of the year, traditionally the strongest quarter. #SP500 #WallStreet

On Monday the #Nikkei dropped 12%, marking its largest decline since 1987 The fear gauge surged to levels not seen since the Global Financial Crisis Japan’s market turmoil led shares in Europe and New York lower, with American investors notably more concerned #SP500 #VIX #STOXX

Concentration vs Diversification Apparently Harry Markowitz found a free lunch in finance #Diversification involves investing across various assets #Concentration focuses on a limited number of assets What wins in the long term: Index fund or Top 10 S&P stocks? #WallStreet #SP500

Although there are regional differences in the first half of 2024, #Momentum stocks outpaced the broad market, and #Quality became a momentum trade. #LowVolatility is along with Enhanced #Value the worst performing factor. #SP500 #WallStreet #European #StockMarket

In theory a stock split compares to cutting a piece of cake. It doesn’t impact a company’s fundamental position and therefore creates no additional value In practice the number of shares outstanding increases. This will boost its stock’s liquidity #WallStreet $NVDA

The more #Volatile your #Equity #Investments, the more you benefit from #Diversification By including different #AssetClasses, you increase the probability that your investments will provide satisfactory returns Yet, diversification does not solve the lack of knowledge

Momentum is the premier market anomaly and contradicts the strategy of buying low and selling high The #momentum factor prevails in the market due to irrational behavioral biases of investors such as herd mentality, fear, greed and confirmation bias #SP500 #WallStreet