S&P 500 Growth vs. Value – Relative Total Return Value is back in favor to start the year, as lofty valuations keep investors on edge. Still, growth could stage a comeback if earnings deliver some… Fonte: Publicado automaticamente em 06/02/2026…
Valuation – Software Forward P/E Software valuations have come under heavy pressure, with the forward P/E multiple sliding to 20 times, a level investors haven’t seen since 2014. Image: Goldman Sachs Global Investment Research Fonte: Publicado automaticamente em 06/02/2026 08:00
Nasdaq After the Netscape IPO and ChatGPT Came Out It’s not unusual for U.S. tech to lag in the third year after a big innovation, with the post‑Netscape years offering a perfect textbook case. Image:… Fonte: Publicado automaticamente em 06/02/2026…
Os rebaixamentos das máximas de 52 semanas para Investidores em Ações Selecionadas dos EUA e Relacionadas não estão mais comprando todos os nomes de tecnologia dos EUA. O mercado está escolhendo vencedores claros e deixando o resto para trás, particularmente…
Forward P/E Ratio and Subsequent 5-Year Annualized Returns With U.S. stocks still priced for perfection, the easy-money ride in equities looks over, leaving patience as the best trade for the next five years. Image: J.P…. Fonte: Publicado automaticamente em 05/02/2026…
Cumulative Fund Flows Across Assets Many investors continue to favor the relative safety of bonds and money market funds over riskier equities, amid ongoing geopolitical tensions and relatively high interest rates. Image: Goldman Sachs Global… Fonte: Publicado automaticamente em 05/02/2026…
A volatilidade do Drawdown do Bitcoin persiste, mas a queda de mais de 40% do Bitcoin em relação ao pico de outubro parece mais uma correção típica do que uma quebra estrutural. Na maioria dos mercados, isso seria um crash;…
Bitcoin, Gold and S&P 500’s Performance Bitcoin has lost some ground lately, but at about 370% above its early‑2023 lows, it looks less like a speculative bet and more like a market finding its footing…. Fonte: Publicado automaticamente em 05/02/2026…
Gold Price vs. Gold Composite FX Breadth Indicator Gold’s role is shifting: it’s no longer just a safe haven but a cornerstone of monetary stability as central banks keep adding to their reserves in an… Fonte: Publicado automaticamente em 05/02/2026…
S&P 500 Forward Earnings Estimates Improving earnings fundamentals in the S&P 500 are keeping investors cautiously optimistic, as faster growth fuels confidence in another year of equity gains. Image: Real Investment Advice Fonte: Publicado automaticamente em 05/02/2026 07:00
