s&p 500

Latest news and analysis on s&p 500

Equities

The extraordinarily super Super Micro Computer

In this article we look at the extraordinary rise of Super Micro.
Stephen Bennie
Castle Point Funds
Macro

6 leading investors share the charts to watch right now

This chart pack showcases some of our customers’ own creations.
Macrobond Financial
Macrobond Financial
Equities

S&P 500 – all risk and no reward?

As a young fund manager I got an email on a Friday afternoon from the top portfolio manager at my previous firm. It was sent to the whole team and simply said ‘Hope...
Andrew Mitchell
Ophir Asset Management
Equities

Have investors been valuing stock markets wrong?

One sell-side research note suggests that the S&P 500 is not as expensive as traditional metrics suggest.
Hans Lee
Livewire Markets
Education

Do earnings drive stocks’ returns?

Investors greatly overstate the short-term effect of earnings and ignore the long-term impact of dividends. The implications are momentous.
Chris Leithner
Leithner & Company Ltd
Equities

Why the S&P 500’s five-year prospects are poor

Its valuation is unappealing and it’s extremely top-heavy. If these variables revert to historical means, investors will sustain losses.
+5
Chris Leithner
Leithner & Company Ltd
Education

Which are Riskier: stocks or bonds?

The answer has varied over the past 150 years; it also depends upon the CPI. Are investors now underrating both asset classes’ risks?
Chris Leithner
Leithner & Company Ltd
Equities

Where will the S&P 500 finish 2024? Some analysts are miles apart

The divergence between the most bullish and most bearish sell-side analysts is wide - but not as wide as last year.
Hans Lee
Livewire Markets
Equities

5 reasons why 2024 will be a "stock picker's paradise"

The Bank of America team have a bullish forecast for the benchmark stock market index in the US.
Hans Lee
Livewire Markets
Macro

Stock valuations, European gloom and bullish Japan

This week’s charts begin with GARP – “Growth at a reasonable price”
Macrobond Financial
Macrobond Financial
Equities

The momentum trade is breaking down

Are the machines and leveraged hedge funds bailing on this rally?
Greg Canavan
Fat Tail Investment Research
Equities

Why this strategist is avoiding small caps (and what he would buy instead)

With a combination of market history and today's fundamentals, CFRA's Sam Stovall has a unique edge in analysing today's markets.
+4
Hans Lee
Livewire Markets
Investment Theme

Mega cap tech is topping out and AI is a bubble (but this metal is primed to launch)

The market is in for a rude awakening, according to Global asset manager Crescat Capital.
+1
David Thornton
Livewire Markets
Equities

How this quality global manager is still finding opportunity in today’s market

Despite the volatility of markets, Claremont Global's Bob Desmond is finding opportunities and only has a 4% allocation to cash.
+6
Hans Lee
Livewire Markets
Equities

Where's the volatility gone?

Market complacency can feel temporarily good, particularly after a volatile March, but pricing away risk leaves investors exposed.
Max Pacella
Rest Super
Equities

Surely Powell knows this?

Fed boss J Powell raised rates again this week, despite the backdrop of bank failures and tightening credit. Is this the end of the Fed put?
Greg Canavan
Fat Tail Investment Research
Equities

The equity market is ignoring history

Greg Canavan from Fat Tail says rate cutting cycles are actually bad news for equity investors, not good. Why? Find out here.
Greg Canavan
Fat Tail Investment Research
Daily Report

US inflation comes in hotter-than-expected, Nasdaq moves higher, ASX 200 futures flat

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Macro

Bulls beware – this rally is about liquidity, not fundamentals

Greg Canavan explains how liquidity flows are driving equity markets higher to start the year, and why they may not last
Greg Canavan
Fat Tail Investment Research
Asset Allocation

Chart of the Week - Bonds are cheap, stocks are not

US Asset Valuations — Stocks vs Bonds: Both stocks and bonds have seen a decent reset in valuations, but where they stand apart is that after a shocking 2022 (one...
Callum Thomas
Topdown Charts
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