#  @ISABELNET_SA ISABELNET Goldman Sachs continues to project a strong outlook for the S&P 500, expecting it to rise to new highs driven by anticipated Fed rate cuts and solid large-cap fundamentals. Despite stretched valuations and potential short-term pullbacks, investor sentiment remains optimistic, with many expecting earnings growth to underpin further upside. The market is closely watching for signs of recession, with the current probability of a US recession within the next [--] months standing at around 20-25%. ### Engagements: [-----] [#](/creator/twitter::1098994585815171073/interactions)  - [--] Week [-------] +71% - [--] Month [-------] -3.30% - [--] Months [---------] +61% - [--] Year [---------] -8.70% ### Mentions: [--] [#](/creator/twitter::1098994585815171073/posts_active)  - [--] Week [---] +19% - [--] Month [---] +38% - [--] Months [-----] +46% - [--] Year [-----] +16% ### Followers: [------] [#](/creator/twitter::1098994585815171073/followers)  - [--] Week [------] +0.16% - [--] Month [------] +0.61% - [--] Months [------] +4.80% - [--] Year [------] +13% ### CreatorRank: [-------] [#](/creator/twitter::1098994585815171073/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 69.49% [stocks](/list/stocks) 44.07% [financial services](/list/financial-services) #594 [exchanges](/list/exchanges) #3328 [cryptocurrencies](/list/cryptocurrencies) 5.08% [countries](/list/countries) 4.24% [currencies](/list/currencies) 2.54% [travel destinations](/list/travel-destinations) 0.85% [technology brands](/list/technology-brands) 0.85% **Social topic influence** [$spx](/topic/$spx) #66, [stocks](/topic/stocks) #2720, [spx](/topic/spx) #83, [goldman sachs](/topic/goldman-sachs) #107, [sentiment](/topic/sentiment) #182, [#spx](/topic/#spx) #15, [strong](/topic/strong) 7.63%, [bullish](/topic/bullish) #1494, [$qqq](/topic/$qqq) #192, [nasdaq](/topic/nasdaq) #357 **Top accounts mentioned or mentioned by** [@goldmansachs](/creator/undefined) [@lanceroberts](/creator/undefined) [@dailychartbook](/creator/undefined) [@isabelnetsa](/creator/undefined) [@deutschebank](/creator/undefined) [@omillionaires](/creator/undefined) [@markets](/creator/undefined) [@ryandetrick](/creator/undefined) [@callumthomas](/creator/undefined) [@cnnbusiness](/creator/undefined) [@ericsoda](/creator/undefined) [@barchart](/creator/undefined) [@peterschiff](/creator/undefined) [@jpmorgan](/creator/undefined) [@thetranscript](/creator/undefined) [@brunobertez](/creator/undefined) [@lighthousejerry](/creator/undefined) [@ripster47](/creator/undefined) [@johnscharts](/creator/undefined) [@sunrisetrader](/creator/undefined) **Top assets mentioned** [SPX6900 (SPX)](/topic/$spx) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Barrick Gold Corp. (GOLD)](/topic/$gold) [SPDR GOLD ETF (GLD)](/topic/$gld) ### Top Social Posts Top posts by engagements in the last [--] hours "📌 Valuations The valuation gap in emerging markets is striking: India trades at a premium whereas China's pricing feels more in line with its history 👉 @GoldmanSachs #India #China #EmergingMarkets #stocks #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2021884986324918319) 2026-02-12T09:52Z 65.8K followers, [----] engagements "S&P [---] The S&P [---] often loses steam as February winds down ranking as the third-weakest half-month going back to [----]. But markets love to surprise when everyone expects a slowdown 👉 @GoldmanSachs $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2022246768269021453) 2026-02-13T09:49Z 65.8K followers, [----] engagements "Personal Saving Rate Americans are accumulating cash as savings rate hits its highest level since [----] 👉 h/t @SoberLook #markets #income #money #cash #saving #savings #household https://www.isabelnet.com/s=household https://www.isabelnet.com/s=household" [X Link](https://x.com/anyuser/status/1256186598489759744) 2020-05-01T11:39Z 65.8K followers, [--] engagements "Valuation The P/E spread for Growth vs Value at [-----] is nowhere near the [-----] level seen at the [----] peak & suggests that Growth should continue to beat value 👉 #markets #valuation $rut #smallcap #smallcaps #growth #value #stocks #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/1260172831524093952) 2020-05-12T11:39Z 65.8K followers, [--] engagements "Sentiment Goldman Sachs' US Equity Sentiment Indicator is holding at [---] a neutral level that in the past has often been followed by positive onemonth S&P [---] returns 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2015723936147800190) 2026-01-26T09:50Z 65.7K followers, [----] engagements "EPS Wall Street is riding a wave of optimism as analysts project S&P [---] earnings to climb 15% in both [----] and [----]. But the real action may be in small caps where profits are forecast to surge 67% this year and jump another 27% next @GoldmanSachs https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2015724156285849709) 2026-01-26T09:51Z 65.7K followers, [----] engagements "Valuation Despite relying on forward growth estimates that often move the Mega-Cap Tech PEG ratio (P/E to CY3 EPS growth) has fallen sharply echoing the lows of [----] 👉 h/t @GoldmanSachs $spx #spx $qqq #tech #stocks https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2015724270010221052) 2026-01-26T09:51Z 65.7K followers, [----] engagements "📌 Valuations With growth steady and earnings holding up markets seem poised to extend their gains this year. The catch is that valuations already look stretched leaving little margin for disappointment 👉 @GoldmanSachs $spx #spx #stocks #tech #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2016086572572033392) 2026-01-27T09:51Z 65.7K followers, [----] engagements "GDP Goldman Sachs sees the US economy staying strong forecasting 2.9% growth in [----] and 2.1% in [----] above consensus estimates as steady inflation and a resilient job market keep the expansion on track 👉 h/t @GoldmanSachs #GDP #growth $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2016086711562883209) 2026-01-27T09:51Z 65.7K followers, [----] engagements "Valuations The S&P SmallCap 600's forward P/E of 16x looks attractive by historical standards while the S&P 500's 22x forward multiple sitting in the 94th percentile paints a very different picture on valuation 👉 h/t @dailychartbook $spx $IJR $MDY https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2016448201897766965) 2026-01-28T09:48Z 65.7K followers, [----] engagements "S&P [---] Good news for the bulls: Goldman Sachs's Risk Appetite Indicator broke above [---] last week a bullish signal that has historically lined up with roughly 15% median gains in the S&P [---] over the next [--] months @GoldmanSachs $spx #spx #equity https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2016448341073096746) 2026-01-28T09:48Z 65.7K followers, [----] engagements "📌 Gold Amid macro conditions currency moves and rising geopolitical tension gold's rally gathered pace in [----] as central banks began competing with private investors for scarce bullion 👉 @GoldmanSachs $gld $gold #gold #gld $xau #xau #centralbanks https://www.isabelnet.com/s=gold https://www.isabelnet.com/s=gold" [X Link](https://x.com/ISABELNET_SA/status/2016448685400293550) 2026-01-28T09:50Z 65.7K followers, [----] engagements "Recession With the market pricing a 16% chance of a US recession in the next [--] months recession risk remains modest and broadly in line with a moderate-risk environment 👉 h/t @GoldmanSachs $spx #spx #recession #yield #bonds #fedfunds https://www.isabelnet.com/s=recession https://www.isabelnet.com/s=recession" [X Link](https://x.com/ISABELNET_SA/status/2016448807077044327) 2026-01-28T09:50Z 65.7K followers, [----] engagements "Equities In [----] foreign investors substantially increased their holdings of US equities reaching record levels despite stretched valuations a weakening dollar and better returns abroad 👉 h/t @GoldmanSachs $spx #spx #sp500 #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2016810858039423351) 2026-01-29T09:49Z 65.7K followers, [----] engagements "Margin Leverage in margin accounts has surged since April [----] reflecting strong market optimism. The catch is that higher leverage can turn painful fast when volatility spikes triggering forced liquidations that weigh on the market @GoldmanSachs https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2016811002805776669) 2026-01-29T09:49Z 65.7K followers, 13K engagements "📌 ERP With equity risk premiums low in the US and Japan investors are hardly paid for taking on stock risk instead of safer bonds making equity investing a tougher call 👉 @GoldmanSachs $spx #spx #topix #equity #stocks #bonds https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2016811233677017538) 2026-01-29T09:50Z 65.7K followers, [----] engagements "📌 Equities With only 4% of the world's people the United States controls 63% of global equity value its tech and innovation powerhouses attracting massive foreign capital h/t @GoldmanSachs $spx #spx #stocks #equity #MSCI https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2016811391902953859) 2026-01-29T09:51Z 65.7K followers, [----] engagements "S&P [---] The first half of February has usually brought modest S&P [---] gains followed by a challenging second half resulting in overall monthly flat performance 👉 @GoldmanSachs $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2017173398984557046) 2026-01-30T09:49Z 65.7K followers, [----] engagements "Heavy Truck Sales Rose in December to 392K Before recessions heavy truck sales tend to peak and then decline providing insights into the overall health of the US economy as a leading economic indicator 👉 #trucks #recession #sp500 #spx $spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2017173502231539932) 2026-01-30T09:50Z 65.7K followers, [----] engagements "Dollar A steady US dollar holding its range might be just what traders and markets need. But let it slip below [--] with conviction and sentiment can turn quickly: what once looked like a healthy pause starts to look like a dollar problem 👉 $dxy #dxy https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2017173636843463007) 2026-01-30T09:50Z 65.8K followers, 16.5K engagements "Valuations Investors' risk appetite shows little sign of cooling with S&P [---] sectors still commanding valuations well past historical averages 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2017173858378186784) 2026-01-30T09:51Z 65.8K followers, [----] engagements "Short Interest Signs of complacency Short positions in the SPY and QQQ US ETFs remain thin signaling little appetite for downside speculation and damping the potential for a short squeeze 👉 h/t @dailychartbook $spy $qqq $spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018260441957384202) 2026-02-02T09:49Z 65.7K followers, [----] engagements "Sentiment Goldman Sachs' US Equity Sentiment Indicator is holding flat at [---] a neutral reading that has often been followed by S&P [---] upside over the next month 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2018260566620393629) 2026-02-02T09:49Z 65.7K followers, [----] engagements "Valuations US equities aren't exactly a bargain at [--] times forward earnings for the S&P [---] and [--] for the Nasdaq [---] but investors keep buying as long as the earnings trend stays intact 👉 @GoldmanSachs $spx #spx $qqq $rut #equity #stocks https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2018260802067730901) 2026-02-02T09:50Z 65.8K followers, [----] engagements "Bitcoin Bitcoin has dropped over 30% since its October [----] peak a slide deepening in a market still pressured by relentless ETF outflows. But for crypto veterans this kind of turbulence is just part of the ride @markets #bitcoin #btc $btc #crypto https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018261036801966559) 2026-02-02T09:51Z 65.8K followers, [----] engagements "📌 Equity With systematic strategies holding firm in the 79th percentile and discretionary investors remaining cautious at the 49th percentile the market setup leaves room for more upside 👉 h/t @DeutscheBank $spx #spx #equity #stocks https://www.isabelnet.com/s=equity https://www.isabelnet.com/s=equity" [X Link](https://x.com/ISABELNET_SA/status/2018622678651773397) 2026-02-03T09:48Z 65.8K followers, [----] engagements "S&P [---] Goldman Sachs still expects the S&P [---] to rise 12% this year hitting [----] on the back of steady growth resilient earnings and a productivity boost from AI. But the path there is anything but guaranteed 👉 @GoldmanSachs $spx #spx #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2018622846935916869) 2026-02-03T09:49Z 65.8K followers, [----] engagements "📌 Sentiment Investors' risk appetite is gaining ground lifted by strong global equity inflows and markets show no sign of losing steam 👉 @GoldmanSachs $spx #spx #equity #stocks #bonds #vix https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2018623077182321140) 2026-02-03T09:50Z 65.8K followers, [----] engagements "ISM US factory activity jumped back to life in January with the ISM Manufacturing Index hitting [----] and easily topping forecasts for [----] 👉 #ISM #PMI #mfg $spx #spx #sp500 #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018623474697482546) 2026-02-03T09:51Z 65.8K followers, [----] engagements "Margin Debt Leverage lifts returns when markets climb but reveals the weak spots when sentiment turns. Margin debt as a share of the money supply now stands at its highest since the dotcom boom 👉 h/t @LanceRoberts $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018984930206699634) 2026-02-04T09:48Z 65.8K followers, 18.8K engagements "📌 Equities The link between the US dollar and global equities is often decisive. A softer dollar usually lifts stock markets worldwide while a firmer one tends to weigh them down 👉 h/t @jpmorgan #MSCI #dollar $dxy #dxy #equity #stocks https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018985227809652860) 2026-02-04T09:49Z 65.8K followers, [----] engagements "📌 Insiders Insider trading activity remains balanced leaving the Insider Transactions Ratio parked in neutral 👉 #insider $ndx $spx #spx #stocks #stockmarket https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018985325775802878) 2026-02-04T09:49Z 65.7K followers, [----] engagements "📌 Flows A tilt toward safe assets shows investors growing wary of market risk and intent on protecting capital 👉 h/t @GoldmanSachs #bonds #stocks #stockmarket #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018985519523258667) 2026-02-04T09:50Z 65.8K followers, [----] engagements "EPS Consensus expects S&P [---] earnings to rise 7% year on year in 4Q [----] but results so far are tracking closer to 11% lifted by stronger revenues 👉 h/t @GoldmanSachs $spx #spx #sp500 #earnings #EPS https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2019347462100860993) 2026-02-05T09:48Z 65.8K followers, [----] engagements "📌 Bitcoin Volatility persists but Bitcoin's drop of more than 40% from its October peak looks more like a typical correction than a structural breakdown. In most markets that would be a crash; for Bitcoin it's business as usual 👉 @markets #btc $btc https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2019347930570702865) 2026-02-05T09:50Z 65.7K followers, [----] engagements "📌 Valuations With growth steady and earnings resilient markets look set to push higher this year. The trouble is valuations are already rich leaving little room for error 👉 h/t @GoldmanSachs $spx #spx #stocks #tech #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2019348175455211680) 2026-02-05T09:51Z 65.8K followers, [----] engagements "📌 Flows 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 👉 @GoldmanSachs $spx #ETF #bonds #cash #stocks https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2019348410944430370) 2026-02-05T09:52Z 65.8K followers, [----] engagements "📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks https://www.isabelnet.com/ https://www.isabelnet.com/" [X Link](https://x.com/ISABELNET_SA/status/2019709665802887633) 2026-02-06T09:48Z 65.7K followers, [----] engagements "Growth/Value 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 upside surprises 👉 h/t @Callum_Thomas $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2019710012382478653) 2026-02-06T09:49Z 65.7K followers, [----] engagements "Valuation Software valuations have come under heavy pressure with the forward P/E multiple sliding to [--] times a level investors haven't seen since [----] 👉 @GoldmanSachs $IGV $spx #spx #stocks #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2019710129927848277) 2026-02-06T09:49Z 65.8K followers, [----] engagements "NAAIM With a reading of [-----] active managers still show confidence in US stocks keeping significant equity allocations without slipping into full-blown exuberance 👉 #NAAIM $spx #spx #sp500 #stocks #equities #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2019710340393828783) 2026-02-06T09:50Z 65.8K followers, [----] engagements "Sentiment With the Fear & Greed Index at [--] sentiment remains cautious. Market participants are wary but no one is hitting the panic button yet 👉 @CNNBusiness $spx #spx #sp500 #equity #stocks #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2019710549630877834) 2026-02-06T09:51Z 65.8K followers, [----] engagements "SPX Tuesday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.41% The model gauges if the market is leaning bullish bearish or neutral. Details on the website 👉 https://www.isabelnet.com https://www.isabelnet.com" [X Link](https://x.com/ISABELNET_SA/status/2019710824596779173) 2026-02-06T09:52Z 65.7K followers, [----] engagements "@EricSoda @KevRGordon @SubuTrade @TheCompoundNews @dailychartbook @Todd_Sohn @Speculator_io @KobeissiLetter @neilksethi @Barchart @TheTranscript_ @mattcerminaro @AlfCharts @TheStalwart Thank you as always Eric 🙏" [X Link](https://x.com/ISABELNET_SA/status/2020766989271114100) 2026-02-09T07:49Z 65.7K followers, [--] engagements "@TheVolawatcher Pas beaucoup mieux au Luxembourg 😉" [X Link](https://x.com/ISABELNET_SA/status/2020771378279166311) 2026-02-09T08:06Z 65.8K followers, [--] engagements "📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks https://www.isabelnet.com/ https://www.isabelnet.com/" [X Link](https://x.com/ISABELNET_SA/status/2020796803755434056) 2026-02-09T09:47Z 65.8K followers, [----] engagements "Sentiment The bulls are holding their ground with the Greed and Fear Index flashing [-----]. The rally still has its fans but a consolidation wouldn't surprise anyone 👉 h/t @LanceRoberts $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2020796844356366703) 2026-02-09T09:48Z 65.8K followers, [----] engagements "S&P [---] Forecast upgrades for [----] and [----] keep rolling in giving the S&P [---] another reason to push higher. The bulls still have the wind at their backs and momentum isn't showing any signs of slowing 👉 h/t @RyanDetrick $spx #spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2020796861771104378) 2026-02-09T09:48Z 65.8K followers, 14.4K engagements "📌 Valuations If you look at today's valuation at 16.8x P/E and consensus revenues growth at around 9% annually the risk of a slowdown in Software & IT Services is at least partly priced in already 👉 h/t @dailychartbook $IGV $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2020796998467653852) 2026-02-09T09:48Z 65.8K followers, [----] engagements "Tech Mega-cap growth and tech names have rebounded from the bottom of their decade-long channel against the rest of the S&P [---] echoing the rotation that followed the Deepseek announcement in July [----] 👉 @DeutscheBank #tech $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2020797217733242969) 2026-02-09T09:49Z 65.8K followers, [----] engagements "📌 Insiders Corporate insiders are turning cautious as the Insider Transactions Ratio slips back into bearish territory 👉 #insider $ndx $spx #spx #stocks #stockmarket https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2020797949102420051) 2026-02-09T09:52Z 65.8K followers, [----] engagements "Earnings Earnings growth in MCG and Tech is still outpacing the rest of the S&P [---] by a wide margin which is not surprising given their strong fundamentals and innovation momentum 👉 @DeutscheBank $spx #spx #tech $qqq #stocks #earnings #EPS https://www.isabelnet.com/s=earnings https://www.isabelnet.com/s=earnings" [X Link](https://x.com/ISABELNET_SA/status/2020798080879083609) 2026-02-09T09:53Z 65.8K followers, [----] engagements "📌 Equity Sitting at the 52nd percentile consolidated equity positioning is slightly overweight leaving room for potential upside 👉 h/t @DeutscheBank $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=equity https://www.isabelnet.com/s=equity" [X Link](https://x.com/ISABELNET_SA/status/2020798170888855684) 2026-02-09T09:53Z 65.8K followers, [----] engagements "S&P [---] Last Monday our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.54% The model gauges if the market is leaning bullish bearish or neutral. Details on the website 👉 https://www.isabelnet.com https://www.isabelnet.com" [X Link](https://x.com/ISABELNET_SA/status/2020798439810830498) 2026-02-09T09:54Z 65.8K followers, [----] engagements "@PeterSchiff It's more about risk management than dumping Treasuries. But if others follow higher yields and extra Fed buying could indeed fuel inflation. 😬" [X Link](https://x.com/ISABELNET_SA/status/2020827934332973377) 2026-02-09T11:51Z 65.8K followers, [---] engagements "@kujiraya_fp @dailychartbook Worldscope Europe sector indices track European stocks based on the Worldscope database's sector classifications. GSSBDIGI (a Goldman Sachs investment basket) focuses on the digital economy grouping European names tied to digital growth themes. Hope that helps 😎" [X Link](https://x.com/ISABELNET_SA/status/2020836904791589321) 2026-02-09T12:27Z 65.8K followers, [--] engagements "@APompliano The data point to a deflationary trend but hard to see the Fed jumping in anytime soon. Services inflation still looks pretty sticky. 🤔" [X Link](https://x.com/ISABELNET_SA/status/2020863086421311781) 2026-02-09T14:11Z 65.7K followers, [---] engagements "S&P [---] US equities look expensive relative to both their own history and what today's macro backdrop would normally justify. In past cycles such stretches of pricey valuations have often been followed by years of subpar returns h/t @dailychartbook https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2021159044749119716) 2026-02-10T09:47Z 65.8K followers, [----] engagements "📌 Risk Appetite Goldman Sachs's Risk Appetite Indicator stays high showing confidence remains strong across the market's major players 👉 h/t @GoldmanSachs $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021159486409355310) 2026-02-10T09:49Z 65.8K followers, [----] engagements "📌 Valuations With valuations running hot across sectors and styles investors are turning more selective. Even so a few pockets of value still glimmer beneath the surface 👉 @GoldmanSachs #valuations $spx #spx #MSCI https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2021159815179907184) 2026-02-10T09:50Z 65.8K followers, [----] engagements "📌 EPS Analysts emboldened by a firmer global growth backdrop have pushed up MSCI AC World EPS forecasts for [----] seeing technology and AI as key drivers of productivity 👉 @GoldmanSachs #EPS #earnings #MSCI #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021522195802128583) 2026-02-11T09:50Z 65.8K followers, [----] engagements "@pauldejong_ Indeed Thank you Paul 🙏" [X Link](https://x.com/ISABELNET_SA/status/2021524521270890548) 2026-02-11T09:59Z 65.8K followers, [--] engagements "@LynAldenContact A $1T surplus looks impressive but it rests on weak domestic demand and shrinking profits. China's export boom is more symptom than sign of strength 😬" [X Link](https://x.com/ISABELNET_SA/status/2021530109463630154) 2026-02-11T10:21Z 65.8K followers, [---] engagements "@PeterSchiff Depends on which you trust less: Bitcoin's volatility or fiat's inflation. 😏" [X Link](https://x.com/ISABELNET_SA/status/2021576177165480380) 2026-02-11T13:24Z 65.8K followers, [---] engagements "@TaviCosta When politics drives asset prices real price discovery goes out the window 😎" [X Link](https://x.com/ISABELNET_SA/status/2021888454129594604) 2026-02-12T10:05Z 65.8K followers, [---] engagements "@PeterSchiff The dollar is still king but ballooning deficits and global shifts show the current is changing. Smart money isn't fleeing it's simply rotating 😉" [X Link](https://x.com/ISABELNET_SA/status/2021897278458671417) 2026-02-12T10:40Z 65.8K followers, [---] engagements "@BrunoBertez Le Bitcoin semble retrouver une dynamique plus autonome (peut-tre un signe de maturit) o la liquidit n'en est plus le moteur principal. Merci Bruno 🙏" [X Link](https://x.com/ISABELNET_SA/status/2021925759888372088) 2026-02-12T12:34Z 65.8K followers, [--] engagements "@lighthousejerry @Callum_Thomas Indeed Jerry Bitcoin's tight correlation with Nasdaq [---] has evolved" [X Link](https://x.com/ISABELNET_SA/status/2021927528521511010) 2026-02-12T12:41Z 65.8K followers, [---] engagements "RT @ISABELNET_SA: Sentiment Risk appetite among US equity fund managers is waning as optimism over market returns cools from record hig" [X Link](https://x.com/ISABELNET_SA/status/2022217285352796240) 2026-02-13T07:52Z 65.8K followers, [--] engagements "RT @ISABELNET_SA: 📌 Bitcoin Bitcoin has closely tracked the Nasdaq [---] in recent years mirroring shifts in market sentiment and risk appe" [X Link](https://x.com/ISABELNET_SA/status/2022217297314840732) 2026-02-13T07:52Z 65.8K followers, [--] engagements "RT @ISABELNET_SA: 📌 Valuations The valuation gap in emerging markets is striking: India trades at a premium whereas China's pricing feels" [X Link](https://x.com/ISABELNET_SA/status/2022217306626306107) 2026-02-13T07:52Z 65.8K followers, [--] engagements "RT @ISABELNET_SA: 📌 Sentiment The mood is bullish for now and we're not near the extremes. Market participants aren't showing signs of fa" [X Link](https://x.com/ISABELNET_SA/status/2022217315367202835) 2026-02-13T07:52Z 65.8K followers, [--] engagements "RT @ISABELNET_SA: S&P [---] US stocks look rich compared with what today's macro backdrop would normally justify. In previous cycles suc" [X Link](https://x.com/ISABELNET_SA/status/2022217323680346492) 2026-02-13T07:52Z 65.8K followers, [--] engagements "RT @ISABELNET_SA: 📌 Read the Daily Blog on the Website 👉 https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2022217348326076598) 2026-02-13T07:52Z 65.8K followers, [--] engagements "RT @ISABELNET_SA: SPX On Monday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 5" [X Link](https://x.com/ISABELNET_SA/status/2022217390239756691) 2026-02-13T07:52Z 65.8K followers, [--] engagements "📌 Gold/S&P [---] Gold's outperformance has pushed the Gold-to-S&P [---] ratio to its highest since [----] signaling a defensive shift but not yet the kind of rush to safety seen during crisis years 👉 h/t @GoldmanSachs $spx #spx #stocks $gold #gold https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018985115989529020) 2026-02-04T09:48Z 65.8K followers, [----] engagements "📌 Valuations Across markets and styles valuations remain lofty amid AI-driven optimism and market concentration forcing investors to pick their spots carefully 👉 @GoldmanSachs #valuations $spx #spx #MSCI https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2018985416381071699) 2026-02-04T09:50Z 65.8K followers, [----] engagements "📌 EPS Upward EPS revisions across the S&P [---] MSCI EM and Topix point to stronger optimism for [----] earnings growth 👉 @GoldmanSachs #earnings #EPS $spx #spx #stocks #stoxx #topix https://www.isabelnet.com/s=EPS https://www.isabelnet.com/s=EPS" [X Link](https://x.com/ISABELNET_SA/status/2018994085160276001) 2026-02-04T10:24Z 65.8K followers, [----] engagements "📌 Drawdowns Investors aren't buying every US tech name anymore. The market is picking clear winners and leaving the rest behind particularly in AI-related stocks 👉 @DeutscheBank #stocks #tech #equity $spx #spx $qqq $btc https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2019347709996712201) 2026-02-05T09:49Z 65.8K followers, [----] engagements "Valuations Markets show no sign of fatigue with investors keeping S&P [---] valuations stretched well beyond historical levels 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2019710434593616209) 2026-02-06T09:51Z 65.8K followers, [----] engagements "GDP Goldman Sachs is betting on a still-solid US economy calling for growth of 2.9% in [----] and 2.1% in [----] topping consensus forecasts as cooling inflation and firm hiring underpin the expansion 👉 h/t @GoldmanSachs #GDP #growth $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2019710659702014316) 2026-02-06T09:52Z 65.8K followers, [----] engagements "Sentiment Goldman Sachs' US Equity Sentiment Indicator is stuck at [---] a neutral reading that in the past has tended to precede gains in the S&P [---] over the following month 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2020797093237940651) 2026-02-09T09:49Z 65.8K followers, [----] engagements "Valuations US stocks aren't exactly on sale at [--] times forward earnings for the S&P [---] and [--] for the Nasdaq [---] but investors seem happy to chase prices higher as long as profits keep growing 👉 @GoldmanSachs $spx #spx $qqq $rut #equity #stocks https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2020797343126159562) 2026-02-09T09:50Z 65.8K followers, [----] engagements "S&P [---] The relationship isn't perfect but S&P [---] EPS revision breadth has often led market moves showing a strong historical link with the index's sixmonth trailing returns 👉 h/t @GoldmanSachs #EPS #earnings #sp500 $spx #spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2021159717129617770) 2026-02-10T09:50Z 65.8K followers, [----] engagements "EPS Wall Street's outlook for [----] is bright with analysts eyeing a 15% rise in S&P [---] earnings. While forecasts sound promising markets often have surprises in store 👉 h/t @GoldmanSachs $spx #spx #sp500 #earnings #EPS https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2021159914396156102) 2026-02-10T09:50Z 65.8K followers, [----] engagements "📌 Gold 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 increasingly fragile global system 👉 h/t @jpmorgan $gld $gold #gold #gld $xau #xau https://www.isabelnet.com/s=gold https://www.isabelnet.com/s=gold" [X Link](https://x.com/ISABELNET_SA/status/2019347607878004965) 2026-02-05T09:49Z 65.8K followers, [----] engagements "📌 Sentiment Strong equity inflows worldwide are keeping risk appetite alive with markets showing little sign of fatigue 👉 @GoldmanSachs $spx #spx #equity #stocks #bonds #vix https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2021521760517263724) 2026-02-11T09:48Z 65.8K followers, [----] engagements "S&P [---] Investors stomach average yearly pullbacks of around 14% but the S&P [---] still closed higher in [--] of the past [--] years. Volatility after all is the price of admission for long-term gains 👉 h/t @JPMorganAM $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2021521848878633194) 2026-02-11T09:49Z 65.8K followers, [----] engagements "IPOs Wall Street is about to wake up again. After a sluggish stretch the US IPO machine is set to roar back to life in [----] with some [---] deals tipped to raise $160 billion 👉 @GoldmanSachs #IPO #startups $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021521976020422965) 2026-02-11T09:49Z 65.8K followers, [----] engagements "📌 Valuations Valuations matter more over the medium term than in the moment. In years like [----] robust growth let markets climb anyway powered by rising profits despite high price tags 👉 @GoldmanSachs $spx #spx #stocks #equity #credit #bonds https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2021522089841136027) 2026-02-11T09:49Z 65.8K followers, [----] engagements "📌 60/40 Portfolio The global 60/40 portfolio has hit a record high showing fresh momentum and reaffirming its role as a cornerstone for investors seeking balance and steady long-term gains 👉 h/t @DeutscheBank $spx #spx #bonds #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2018985622183002377) 2026-02-04T09:50Z 65.8K followers, [----] engagements "Margin Debt Margin debt sits at a record share of real disposable income. With incomes stagnating and borrowing surging investors look vulnerable. Markets appear calm for now but they can turn fast 👉 h/t @LanceRoberts $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021521615889305748) 2026-02-11T09:48Z 65.8K followers, 19.6K engagements "US real retail sales stand at -0.22% YoY In the past US real retail sales trended sideways before the recession began 👉 #consumerspending #retailsales #sales #consumers #recession https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021522282448077295) 2026-02-11T09:50Z 65.8K followers, [----] engagements "📌 Sentiment The mood is bullish for now and we're not near the extremes. Market participants aren't showing signs of fatigue just yet at least until the next headline hits 👉 @GoldmanSachs $spx #spx #equity #stocks #bonds #vix https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2021885082827395160) 2026-02-12T09:52Z 65.8K followers, [----] engagements "GDP The New York Fed trimmed its Q1 [----] US GDP Nowcast to 2.73% from 2.59% a week earlier a marginal shift that still points to steady economic momentum 👉 h/t @NewYorkFed #markets #recession #GDP #realGDP #economy https://www.isabelnet.com/s=GDP https://www.isabelnet.com/s=GDP" [X Link](https://x.com/ISABELNET_SA/status/2021885336486281636) 2026-02-12T09:53Z 65.8K followers, [----] engagements "SPX On Monday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.54% The model gauges if the market is leaning bullish bearish or neutral. Details on the website https://www.isabelnet.com https://www.isabelnet.com" [X Link](https://x.com/ISABELNET_SA/status/2021886291424530723) 2026-02-12T09:57Z 65.8K followers, [----] engagements "📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks https://www.isabelnet.com/ https://www.isabelnet.com/" [X Link](https://x.com/ISABELNET_SA/status/2022246355436220886) 2026-02-13T09:47Z 65.8K followers, [---] engagements "S&P [---] For nearly a century no day has given the S&P [---] more trouble than Monday the market's perennial weak spot. Even the markets get the Monday blues 👉 h/t @RyanDetrick $spx #spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2022246511548289334) 2026-02-13T09:48Z 65.8K followers, [----] engagements "📌 EM Emerging markets are back in play lifted by a softer US dollar easing global rates and fresh reforms from Beijing to New Delhi. The rally's staying power though hinges on how long the dollar stays soft 👉 h/t @markets #EmergingMarkets #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2022247189431693399) 2026-02-13T09:51Z 65.8K followers, [----] engagements "📌 Read the Daily Blog on the Website 👉 https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2022247456067690573) 2026-02-13T09:52Z 65.8K followers, [----] engagements "Sentiment Risk appetite among US equity fund managers is waning as optimism over market returns cools from record highs. Political jitters stretched valuations and policy uncertainty now dominate the mood 👉 h/t @dailychartbook $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021884015574499364) 2026-02-12T09:48Z 65.8K followers, [----] engagements "S&P [---] Midterm years often test Wall Street's nerve. Since [----] the S&P [---] has typically fallen around 20% on average at some point but those pullbacks have often marked the start of strong buying opportunities 👉 @NDR_Research $spx #spx #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2021884817827078342) 2026-02-12T09:51Z 65.8K followers, [----] engagements "📌 Bitcoin Bitcoin has closely tracked the Nasdaq [---] in recent years mirroring shifts in market sentiment and risk appetite. That link is also relatively visible now as the speculative mood encounters turbulence 👉 @Callum_Thomas #bitcoin $btc $qqq https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021884900702364138) 2026-02-12T09:51Z 65.8K followers, 17.1K engagements "S&P [---] US stocks look rich compared with what today's macro backdrop would normally justify. In previous cycles such lofty valuations at these levels have often paved the way for years of subdued returns h/t @GoldmanSachs $spx #spx #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2021885163899433401) 2026-02-12T09:52Z 65.8K followers, [----] engagements "Capex Tech titans Alphabet Amazon Meta and Microsoft plan to spend $650 billion this year into AI data centers chips and infrastructure up 60% from last year as the race for AI dominance intensifies despite mounting execution risks @markets https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021885245432193137) 2026-02-12T09:53Z 65.8K followers, 12.2K engagements "📌 Read the Daily Blog on the Website 👉 https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2021886229386571982) 2026-02-12T09:56Z 65.8K followers, [----] engagements "Valuation With the CAPE10 ratio hovering near rarely seen highs the market is sending a warning signal. Past cycles point to negative real returns ahead. In other words valuations this stretched rarely end well historically 👉 h/t @LanceRoberts $spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2022246422159233243) 2026-02-13T09:48Z 65.8K followers, [----] engagements "Sentiment Retail investor sentiment in the US cooled again over the past week but stayed narrowly in bullish territory with AAII bulls topping bears for the eleventh week in a row 👉 h/t @dailychartbook $spx #spx #AAII https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2022246636743950798) 2026-02-13T09:49Z 65.8K followers, [----] engagements "📌 Tech Driven by innovation and a digitalfirst economy tech earnings continue to outpace global peers with momentum still running strong. Digital transformation remains a powerful growth engine 👉 @GoldmanSachs #tech $ndx $qqq $spx #spx #MSCI https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/" [X Link](https://x.com/ISABELNET_SA/status/2022246880592458158) 2026-02-13T09:50Z 65.8K followers, [----] engagements "Sentiment The S&P [---] trades just under record highs and with sentiment still cautious at [--] on the Fear & Greed Index another leg up may be in sight 👉 @CNNBusiness $spx #spx #sp500 #equity #stocks #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2022246974616195550) 2026-02-13T09:50Z 65.8K followers, [----] engagements "S&P [---] A composite of technical breadth measures puts the S&P [---] in neutral leaving the door open for potential upside if momentum turns higher 👉 $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500" [X Link](https://x.com/ISABELNET_SA/status/2022247072905507112) 2026-02-13T09:50Z 65.8K followers, [----] engagements "Valuations Markets show little sign of tiring as investors keep S&P [---] valuations hovering well above historical norms fueled by optimism around earnings growth 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation" [X Link](https://x.com/ISABELNET_SA/status/2022247284743065670) 2026-02-13T09:51Z 65.8K followers, [----] engagements "NAAIM Active managers are still leaning into US stocks with the NAAIM Exposure Index reading [-----] but not at levels associated with peak optimism 👉 #NAAIM $spx #spx #sp500 #stocks #equities #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment" [X Link](https://x.com/ISABELNET_SA/status/2022247365990895620) 2026-02-13T09:51Z 65.8K followers, [----] engagements "SPX On Monday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.54% The model gauges if the market is leaning bullish bearish or neutral. Details on the https://www.isabelnet.com https://www.isabelnet.com" [X Link](https://x.com/ISABELNET_SA/status/2022247603954672111) 2026-02-13T09:52Z 65.8K followers, [----] engagements "@Barchart Actually heavy truck sales rose to 459K in January easing some of those recession fears. 😎" [X Link](https://x.com/ISABELNET_SA/status/2022284449568682302) 2026-02-13T12:19Z 65.8K followers, [----] engagements "@Barchart The correction was overdue given how stretched valuations had become. But healthy pullbacks like this often reset sentiment and set up the next leg higher in quality names 😎" [X Link](https://x.com/ISABELNET_SA/status/2022300006879834583) 2026-02-13T13:21Z 65.8K followers, [---] engagements "@ThomasBittnerT1 @CNNBusiness Danke Thomas 🙏" [X Link](https://x.com/ISABELNET_SA/status/2022353166424068120) 2026-02-13T16:52Z 65.8K followers, [--] engagements "@OMillionaires @GreekTrader777 @Pharmdca @SJosephBurns @UPBOptionMil @ripster47 @RyanDetrick @traderstewie @johnscharts @SunriseTrader @PharmDabbler @Mr_Derivatives @canuck2usa @Maximus_Holla @AsphaltCowb0y @TheTranscript_ @eWhispers @jfahmy @ZorTrades Thank you very much 🙏 Enjoy the long weekend" [X Link](https://x.com/ISABELNET_SA/status/2022418225099870623) 2026-02-13T21:10Z 65.8K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ISABELNET_SA ISABELNET
Goldman Sachs continues to project a strong outlook for the S&P 500, expecting it to rise to new highs driven by anticipated Fed rate cuts and solid large-cap fundamentals. Despite stretched valuations and potential short-term pullbacks, investor sentiment remains optimistic, with many expecting earnings growth to underpin further upside. The market is closely watching for signs of recession, with the current probability of a US recession within the next [--] months standing at around 20-25%.
Engagements: [-----] #
- [--] Week [-------] +71%
- [--] Month [-------] -3.30%
- [--] Months [---------] +61%
- [--] Year [---------] -8.70%
Mentions: [--] #
- [--] Week [---] +19%
- [--] Month [---] +38%
- [--] Months [-----] +46%
- [--] Year [-----] +16%
Followers: [------] #
- [--] Week [------] +0.16%
- [--] Month [------] +0.61%
- [--] Months [------] +4.80%
- [--] Year [------] +13%
CreatorRank: [-------] #
Social Influence
Social category influence finance 69.49% stocks 44.07% financial services #594 exchanges #3328 cryptocurrencies 5.08% countries 4.24% currencies 2.54% travel destinations 0.85% technology brands 0.85%
Social topic influence $spx #66, stocks #2720, spx #83, goldman sachs #107, sentiment #182, #spx #15, strong 7.63%, bullish #1494, $qqq #192, nasdaq #357
Top accounts mentioned or mentioned by @goldmansachs @lanceroberts @dailychartbook @isabelnetsa @deutschebank @omillionaires @markets @ryandetrick @callumthomas @cnnbusiness @ericsoda @barchart @peterschiff @jpmorgan @thetranscript @brunobertez @lighthousejerry @ripster47 @johnscharts @sunrisetrader
Top assets mentioned SPX6900 (SPX) Goldman Sachs (GS) Bitcoin (BTC) SPDR S&P [---] ETF Trust (SPY) Barrick Gold Corp. (GOLD) SPDR GOLD ETF (GLD)
Top Social Posts
Top posts by engagements in the last [--] hours
"📌 Valuations The valuation gap in emerging markets is striking: India trades at a premium whereas China's pricing feels more in line with its history 👉 @GoldmanSachs #India #China #EmergingMarkets #stocks #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-12T09:52Z 65.8K followers, [----] engagements
"S&P [---] The S&P [---] often loses steam as February winds down ranking as the third-weakest half-month going back to [----]. But markets love to surprise when everyone expects a slowdown 👉 @GoldmanSachs $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-13T09:49Z 65.8K followers, [----] engagements
"Personal Saving Rate Americans are accumulating cash as savings rate hits its highest level since [----] 👉 h/t @SoberLook #markets #income #money #cash #saving #savings #household https://www.isabelnet.com/s=household https://www.isabelnet.com/s=household"
X Link 2020-05-01T11:39Z 65.8K followers, [--] engagements
"Valuation The P/E spread for Growth vs Value at [-----] is nowhere near the [-----] level seen at the [----] peak & suggests that Growth should continue to beat value 👉 #markets #valuation $rut #smallcap #smallcaps #growth #value #stocks #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2020-05-12T11:39Z 65.8K followers, [--] engagements
"Sentiment Goldman Sachs' US Equity Sentiment Indicator is holding at [---] a neutral level that in the past has often been followed by positive onemonth S&P [---] returns 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-01-26T09:50Z 65.7K followers, [----] engagements
"EPS Wall Street is riding a wave of optimism as analysts project S&P [---] earnings to climb 15% in both [----] and [----]. But the real action may be in small caps where profits are forecast to surge 67% this year and jump another 27% next @GoldmanSachs https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-26T09:51Z 65.7K followers, [----] engagements
"Valuation Despite relying on forward growth estimates that often move the Mega-Cap Tech PEG ratio (P/E to CY3 EPS growth) has fallen sharply echoing the lows of [----] 👉 h/t @GoldmanSachs $spx #spx $qqq #tech #stocks https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-01-26T09:51Z 65.7K followers, [----] engagements
"📌 Valuations With growth steady and earnings holding up markets seem poised to extend their gains this year. The catch is that valuations already look stretched leaving little margin for disappointment 👉 @GoldmanSachs $spx #spx #stocks #tech #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-01-27T09:51Z 65.7K followers, [----] engagements
"GDP Goldman Sachs sees the US economy staying strong forecasting 2.9% growth in [----] and 2.1% in [----] above consensus estimates as steady inflation and a resilient job market keep the expansion on track 👉 h/t @GoldmanSachs #GDP #growth $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-27T09:51Z 65.7K followers, [----] engagements
"Valuations The S&P SmallCap 600's forward P/E of 16x looks attractive by historical standards while the S&P 500's 22x forward multiple sitting in the 94th percentile paints a very different picture on valuation 👉 h/t @dailychartbook $spx $IJR $MDY https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-01-28T09:48Z 65.7K followers, [----] engagements
"S&P [---] Good news for the bulls: Goldman Sachs's Risk Appetite Indicator broke above [---] last week a bullish signal that has historically lined up with roughly 15% median gains in the S&P [---] over the next [--] months @GoldmanSachs $spx #spx #equity https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-01-28T09:48Z 65.7K followers, [----] engagements
"📌 Gold Amid macro conditions currency moves and rising geopolitical tension gold's rally gathered pace in [----] as central banks began competing with private investors for scarce bullion 👉 @GoldmanSachs $gld $gold #gold #gld $xau #xau #centralbanks https://www.isabelnet.com/s=gold https://www.isabelnet.com/s=gold"
X Link 2026-01-28T09:50Z 65.7K followers, [----] engagements
"Recession With the market pricing a 16% chance of a US recession in the next [--] months recession risk remains modest and broadly in line with a moderate-risk environment 👉 h/t @GoldmanSachs $spx #spx #recession #yield #bonds #fedfunds https://www.isabelnet.com/s=recession https://www.isabelnet.com/s=recession"
X Link 2026-01-28T09:50Z 65.7K followers, [----] engagements
"Equities In [----] foreign investors substantially increased their holdings of US equities reaching record levels despite stretched valuations a weakening dollar and better returns abroad 👉 h/t @GoldmanSachs $spx #spx #sp500 #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-29T09:49Z 65.7K followers, [----] engagements
"Margin Leverage in margin accounts has surged since April [----] reflecting strong market optimism. The catch is that higher leverage can turn painful fast when volatility spikes triggering forced liquidations that weigh on the market @GoldmanSachs https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-29T09:49Z 65.7K followers, 13K engagements
"📌 ERP With equity risk premiums low in the US and Japan investors are hardly paid for taking on stock risk instead of safer bonds making equity investing a tougher call 👉 @GoldmanSachs $spx #spx #topix #equity #stocks #bonds https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-29T09:50Z 65.7K followers, [----] engagements
"📌 Equities With only 4% of the world's people the United States controls 63% of global equity value its tech and innovation powerhouses attracting massive foreign capital h/t @GoldmanSachs $spx #spx #stocks #equity #MSCI https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-29T09:51Z 65.7K followers, [----] engagements
"S&P [---] The first half of February has usually brought modest S&P [---] gains followed by a challenging second half resulting in overall monthly flat performance 👉 @GoldmanSachs $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-01-30T09:49Z 65.7K followers, [----] engagements
"Heavy Truck Sales Rose in December to 392K Before recessions heavy truck sales tend to peak and then decline providing insights into the overall health of the US economy as a leading economic indicator 👉 #trucks #recession #sp500 #spx $spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-30T09:50Z 65.7K followers, [----] engagements
"Dollar A steady US dollar holding its range might be just what traders and markets need. But let it slip below [--] with conviction and sentiment can turn quickly: what once looked like a healthy pause starts to look like a dollar problem 👉 $dxy #dxy https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-01-30T09:50Z 65.8K followers, 16.5K engagements
"Valuations Investors' risk appetite shows little sign of cooling with S&P [---] sectors still commanding valuations well past historical averages 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-01-30T09:51Z 65.8K followers, [----] engagements
"Short Interest Signs of complacency Short positions in the SPY and QQQ US ETFs remain thin signaling little appetite for downside speculation and damping the potential for a short squeeze 👉 h/t @dailychartbook $spy $qqq $spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-02T09:49Z 65.7K followers, [----] engagements
"Sentiment Goldman Sachs' US Equity Sentiment Indicator is holding flat at [---] a neutral reading that has often been followed by S&P [---] upside over the next month 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-02T09:49Z 65.7K followers, [----] engagements
"Valuations US equities aren't exactly a bargain at [--] times forward earnings for the S&P [---] and [--] for the Nasdaq [---] but investors keep buying as long as the earnings trend stays intact 👉 @GoldmanSachs $spx #spx $qqq $rut #equity #stocks https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-02T09:50Z 65.8K followers, [----] engagements
"Bitcoin Bitcoin has dropped over 30% since its October [----] peak a slide deepening in a market still pressured by relentless ETF outflows. But for crypto veterans this kind of turbulence is just part of the ride @markets #bitcoin #btc $btc #crypto https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-02T09:51Z 65.8K followers, [----] engagements
"📌 Equity With systematic strategies holding firm in the 79th percentile and discretionary investors remaining cautious at the 49th percentile the market setup leaves room for more upside 👉 h/t @DeutscheBank $spx #spx #equity #stocks https://www.isabelnet.com/s=equity https://www.isabelnet.com/s=equity"
X Link 2026-02-03T09:48Z 65.8K followers, [----] engagements
"S&P [---] Goldman Sachs still expects the S&P [---] to rise 12% this year hitting [----] on the back of steady growth resilient earnings and a productivity boost from AI. But the path there is anything but guaranteed 👉 @GoldmanSachs $spx #spx #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-03T09:49Z 65.8K followers, [----] engagements
"📌 Sentiment Investors' risk appetite is gaining ground lifted by strong global equity inflows and markets show no sign of losing steam 👉 @GoldmanSachs $spx #spx #equity #stocks #bonds #vix https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-03T09:50Z 65.8K followers, [----] engagements
"ISM US factory activity jumped back to life in January with the ISM Manufacturing Index hitting [----] and easily topping forecasts for [----] 👉 #ISM #PMI #mfg $spx #spx #sp500 #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-03T09:51Z 65.8K followers, [----] engagements
"Margin Debt Leverage lifts returns when markets climb but reveals the weak spots when sentiment turns. Margin debt as a share of the money supply now stands at its highest since the dotcom boom 👉 h/t @LanceRoberts $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-04T09:48Z 65.8K followers, 18.8K engagements
"📌 Equities The link between the US dollar and global equities is often decisive. A softer dollar usually lifts stock markets worldwide while a firmer one tends to weigh them down 👉 h/t @jpmorgan #MSCI #dollar $dxy #dxy #equity #stocks https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-04T09:49Z 65.8K followers, [----] engagements
"📌 Insiders Insider trading activity remains balanced leaving the Insider Transactions Ratio parked in neutral 👉 #insider $ndx $spx #spx #stocks #stockmarket https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-04T09:49Z 65.7K followers, [----] engagements
"📌 Flows A tilt toward safe assets shows investors growing wary of market risk and intent on protecting capital 👉 h/t @GoldmanSachs #bonds #stocks #stockmarket #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-04T09:50Z 65.8K followers, [----] engagements
"EPS Consensus expects S&P [---] earnings to rise 7% year on year in 4Q [----] but results so far are tracking closer to 11% lifted by stronger revenues 👉 h/t @GoldmanSachs $spx #spx #sp500 #earnings #EPS https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-05T09:48Z 65.8K followers, [----] engagements
"📌 Bitcoin Volatility persists but Bitcoin's drop of more than 40% from its October peak looks more like a typical correction than a structural breakdown. In most markets that would be a crash; for Bitcoin it's business as usual 👉 @markets #btc $btc https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-05T09:50Z 65.7K followers, [----] engagements
"📌 Valuations With growth steady and earnings resilient markets look set to push higher this year. The trouble is valuations are already rich leaving little room for error 👉 h/t @GoldmanSachs $spx #spx #stocks #tech #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-05T09:51Z 65.8K followers, [----] engagements
"📌 Flows 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 👉 @GoldmanSachs $spx #ETF #bonds #cash #stocks https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-05T09:52Z 65.8K followers, [----] engagements
"📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks https://www.isabelnet.com/ https://www.isabelnet.com/"
X Link 2026-02-06T09:48Z 65.7K followers, [----] engagements
"Growth/Value 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 upside surprises 👉 h/t @Callum_Thomas $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-06T09:49Z 65.7K followers, [----] engagements
"Valuation Software valuations have come under heavy pressure with the forward P/E multiple sliding to [--] times a level investors haven't seen since [----] 👉 @GoldmanSachs $IGV $spx #spx #stocks #equity https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-06T09:49Z 65.8K followers, [----] engagements
"NAAIM With a reading of [-----] active managers still show confidence in US stocks keeping significant equity allocations without slipping into full-blown exuberance 👉 #NAAIM $spx #spx #sp500 #stocks #equities #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-06T09:50Z 65.8K followers, [----] engagements
"Sentiment With the Fear & Greed Index at [--] sentiment remains cautious. Market participants are wary but no one is hitting the panic button yet 👉 @CNNBusiness $spx #spx #sp500 #equity #stocks #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-06T09:51Z 65.8K followers, [----] engagements
"SPX Tuesday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.41% The model gauges if the market is leaning bullish bearish or neutral. Details on the website 👉 https://www.isabelnet.com https://www.isabelnet.com"
X Link 2026-02-06T09:52Z 65.7K followers, [----] engagements
"@EricSoda @KevRGordon @SubuTrade @TheCompoundNews @dailychartbook @Todd_Sohn @Speculator_io @KobeissiLetter @neilksethi @Barchart @TheTranscript_ @mattcerminaro @AlfCharts @TheStalwart Thank you as always Eric 🙏"
X Link 2026-02-09T07:49Z 65.7K followers, [--] engagements
"@TheVolawatcher Pas beaucoup mieux au Luxembourg 😉"
X Link 2026-02-09T08:06Z 65.8K followers, [--] engagements
"📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks https://www.isabelnet.com/ https://www.isabelnet.com/"
X Link 2026-02-09T09:47Z 65.8K followers, [----] engagements
"Sentiment The bulls are holding their ground with the Greed and Fear Index flashing [-----]. The rally still has its fans but a consolidation wouldn't surprise anyone 👉 h/t @LanceRoberts $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-09T09:48Z 65.8K followers, [----] engagements
"S&P [---] Forecast upgrades for [----] and [----] keep rolling in giving the S&P [---] another reason to push higher. The bulls still have the wind at their backs and momentum isn't showing any signs of slowing 👉 h/t @RyanDetrick $spx #spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-09T09:48Z 65.8K followers, 14.4K engagements
"📌 Valuations If you look at today's valuation at 16.8x P/E and consensus revenues growth at around 9% annually the risk of a slowdown in Software & IT Services is at least partly priced in already 👉 h/t @dailychartbook $IGV $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-09T09:48Z 65.8K followers, [----] engagements
"Tech Mega-cap growth and tech names have rebounded from the bottom of their decade-long channel against the rest of the S&P [---] echoing the rotation that followed the Deepseek announcement in July [----] 👉 @DeutscheBank #tech $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-09T09:49Z 65.8K followers, [----] engagements
"📌 Insiders Corporate insiders are turning cautious as the Insider Transactions Ratio slips back into bearish territory 👉 #insider $ndx $spx #spx #stocks #stockmarket https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-09T09:52Z 65.8K followers, [----] engagements
"Earnings Earnings growth in MCG and Tech is still outpacing the rest of the S&P [---] by a wide margin which is not surprising given their strong fundamentals and innovation momentum 👉 @DeutscheBank $spx #spx #tech $qqq #stocks #earnings #EPS https://www.isabelnet.com/s=earnings https://www.isabelnet.com/s=earnings"
X Link 2026-02-09T09:53Z 65.8K followers, [----] engagements
"📌 Equity Sitting at the 52nd percentile consolidated equity positioning is slightly overweight leaving room for potential upside 👉 h/t @DeutscheBank $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=equity https://www.isabelnet.com/s=equity"
X Link 2026-02-09T09:53Z 65.8K followers, [----] engagements
"S&P [---] Last Monday our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.54% The model gauges if the market is leaning bullish bearish or neutral. Details on the website 👉 https://www.isabelnet.com https://www.isabelnet.com"
X Link 2026-02-09T09:54Z 65.8K followers, [----] engagements
"@PeterSchiff It's more about risk management than dumping Treasuries. But if others follow higher yields and extra Fed buying could indeed fuel inflation. 😬"
X Link 2026-02-09T11:51Z 65.8K followers, [---] engagements
"@kujiraya_fp @dailychartbook Worldscope Europe sector indices track European stocks based on the Worldscope database's sector classifications. GSSBDIGI (a Goldman Sachs investment basket) focuses on the digital economy grouping European names tied to digital growth themes. Hope that helps 😎"
X Link 2026-02-09T12:27Z 65.8K followers, [--] engagements
"@APompliano The data point to a deflationary trend but hard to see the Fed jumping in anytime soon. Services inflation still looks pretty sticky. 🤔"
X Link 2026-02-09T14:11Z 65.7K followers, [---] engagements
"S&P [---] US equities look expensive relative to both their own history and what today's macro backdrop would normally justify. In past cycles such stretches of pricey valuations have often been followed by years of subpar returns h/t @dailychartbook https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-10T09:47Z 65.8K followers, [----] engagements
"📌 Risk Appetite Goldman Sachs's Risk Appetite Indicator stays high showing confidence remains strong across the market's major players 👉 h/t @GoldmanSachs $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-10T09:49Z 65.8K followers, [----] engagements
"📌 Valuations With valuations running hot across sectors and styles investors are turning more selective. Even so a few pockets of value still glimmer beneath the surface 👉 @GoldmanSachs #valuations $spx #spx #MSCI https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-10T09:50Z 65.8K followers, [----] engagements
"📌 EPS Analysts emboldened by a firmer global growth backdrop have pushed up MSCI AC World EPS forecasts for [----] seeing technology and AI as key drivers of productivity 👉 @GoldmanSachs #EPS #earnings #MSCI #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-11T09:50Z 65.8K followers, [----] engagements
"@pauldejong_ Indeed Thank you Paul 🙏"
X Link 2026-02-11T09:59Z 65.8K followers, [--] engagements
"@LynAldenContact A $1T surplus looks impressive but it rests on weak domestic demand and shrinking profits. China's export boom is more symptom than sign of strength 😬"
X Link 2026-02-11T10:21Z 65.8K followers, [---] engagements
"@PeterSchiff Depends on which you trust less: Bitcoin's volatility or fiat's inflation. 😏"
X Link 2026-02-11T13:24Z 65.8K followers, [---] engagements
"@TaviCosta When politics drives asset prices real price discovery goes out the window 😎"
X Link 2026-02-12T10:05Z 65.8K followers, [---] engagements
"@PeterSchiff The dollar is still king but ballooning deficits and global shifts show the current is changing. Smart money isn't fleeing it's simply rotating 😉"
X Link 2026-02-12T10:40Z 65.8K followers, [---] engagements
"@BrunoBertez Le Bitcoin semble retrouver une dynamique plus autonome (peut-tre un signe de maturit) o la liquidit n'en est plus le moteur principal. Merci Bruno 🙏"
X Link 2026-02-12T12:34Z 65.8K followers, [--] engagements
"@lighthousejerry @Callum_Thomas Indeed Jerry Bitcoin's tight correlation with Nasdaq [---] has evolved"
X Link 2026-02-12T12:41Z 65.8K followers, [---] engagements
"RT @ISABELNET_SA: Sentiment Risk appetite among US equity fund managers is waning as optimism over market returns cools from record hig"
X Link 2026-02-13T07:52Z 65.8K followers, [--] engagements
"RT @ISABELNET_SA: 📌 Bitcoin Bitcoin has closely tracked the Nasdaq [---] in recent years mirroring shifts in market sentiment and risk appe"
X Link 2026-02-13T07:52Z 65.8K followers, [--] engagements
"RT @ISABELNET_SA: 📌 Valuations The valuation gap in emerging markets is striking: India trades at a premium whereas China's pricing feels"
X Link 2026-02-13T07:52Z 65.8K followers, [--] engagements
"RT @ISABELNET_SA: 📌 Sentiment The mood is bullish for now and we're not near the extremes. Market participants aren't showing signs of fa"
X Link 2026-02-13T07:52Z 65.8K followers, [--] engagements
"RT @ISABELNET_SA: S&P [---] US stocks look rich compared with what today's macro backdrop would normally justify. In previous cycles suc"
X Link 2026-02-13T07:52Z 65.8K followers, [--] engagements
"RT @ISABELNET_SA: 📌 Read the Daily Blog on the Website 👉 https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-13T07:52Z 65.8K followers, [--] engagements
"RT @ISABELNET_SA: SPX On Monday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 5"
X Link 2026-02-13T07:52Z 65.8K followers, [--] engagements
"📌 Gold/S&P [---] Gold's outperformance has pushed the Gold-to-S&P [---] ratio to its highest since [----] signaling a defensive shift but not yet the kind of rush to safety seen during crisis years 👉 h/t @GoldmanSachs $spx #spx #stocks $gold #gold https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-04T09:48Z 65.8K followers, [----] engagements
"📌 Valuations Across markets and styles valuations remain lofty amid AI-driven optimism and market concentration forcing investors to pick their spots carefully 👉 @GoldmanSachs #valuations $spx #spx #MSCI https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-04T09:50Z 65.8K followers, [----] engagements
"📌 EPS Upward EPS revisions across the S&P [---] MSCI EM and Topix point to stronger optimism for [----] earnings growth 👉 @GoldmanSachs #earnings #EPS $spx #spx #stocks #stoxx #topix https://www.isabelnet.com/s=EPS https://www.isabelnet.com/s=EPS"
X Link 2026-02-04T10:24Z 65.8K followers, [----] engagements
"📌 Drawdowns Investors aren't buying every US tech name anymore. The market is picking clear winners and leaving the rest behind particularly in AI-related stocks 👉 @DeutscheBank #stocks #tech #equity $spx #spx $qqq $btc https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-05T09:49Z 65.8K followers, [----] engagements
"Valuations Markets show no sign of fatigue with investors keeping S&P [---] valuations stretched well beyond historical levels 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-06T09:51Z 65.8K followers, [----] engagements
"GDP Goldman Sachs is betting on a still-solid US economy calling for growth of 2.9% in [----] and 2.1% in [----] topping consensus forecasts as cooling inflation and firm hiring underpin the expansion 👉 h/t @GoldmanSachs #GDP #growth $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-06T09:52Z 65.8K followers, [----] engagements
"Sentiment Goldman Sachs' US Equity Sentiment Indicator is stuck at [---] a neutral reading that in the past has tended to precede gains in the S&P [---] over the following month 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-09T09:49Z 65.8K followers, [----] engagements
"Valuations US stocks aren't exactly on sale at [--] times forward earnings for the S&P [---] and [--] for the Nasdaq [---] but investors seem happy to chase prices higher as long as profits keep growing 👉 @GoldmanSachs $spx #spx $qqq $rut #equity #stocks https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-09T09:50Z 65.8K followers, [----] engagements
"S&P [---] The relationship isn't perfect but S&P [---] EPS revision breadth has often led market moves showing a strong historical link with the index's sixmonth trailing returns 👉 h/t @GoldmanSachs #EPS #earnings #sp500 $spx #spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-10T09:50Z 65.8K followers, [----] engagements
"EPS Wall Street's outlook for [----] is bright with analysts eyeing a 15% rise in S&P [---] earnings. While forecasts sound promising markets often have surprises in store 👉 h/t @GoldmanSachs $spx #spx #sp500 #earnings #EPS https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-10T09:50Z 65.8K followers, [----] engagements
"📌 Gold 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 increasingly fragile global system 👉 h/t @jpmorgan $gld $gold #gold #gld $xau #xau https://www.isabelnet.com/s=gold https://www.isabelnet.com/s=gold"
X Link 2026-02-05T09:49Z 65.8K followers, [----] engagements
"📌 Sentiment Strong equity inflows worldwide are keeping risk appetite alive with markets showing little sign of fatigue 👉 @GoldmanSachs $spx #spx #equity #stocks #bonds #vix https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-11T09:48Z 65.8K followers, [----] engagements
"S&P [---] Investors stomach average yearly pullbacks of around 14% but the S&P [---] still closed higher in [--] of the past [--] years. Volatility after all is the price of admission for long-term gains 👉 h/t @JPMorganAM $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-11T09:49Z 65.8K followers, [----] engagements
"IPOs Wall Street is about to wake up again. After a sluggish stretch the US IPO machine is set to roar back to life in [----] with some [---] deals tipped to raise $160 billion 👉 @GoldmanSachs #IPO #startups $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-11T09:49Z 65.8K followers, [----] engagements
"📌 Valuations Valuations matter more over the medium term than in the moment. In years like [----] robust growth let markets climb anyway powered by rising profits despite high price tags 👉 @GoldmanSachs $spx #spx #stocks #equity #credit #bonds https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-11T09:49Z 65.8K followers, [----] engagements
"📌 60/40 Portfolio The global 60/40 portfolio has hit a record high showing fresh momentum and reaffirming its role as a cornerstone for investors seeking balance and steady long-term gains 👉 h/t @DeutscheBank $spx #spx #bonds #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-04T09:50Z 65.8K followers, [----] engagements
"Margin Debt Margin debt sits at a record share of real disposable income. With incomes stagnating and borrowing surging investors look vulnerable. Markets appear calm for now but they can turn fast 👉 h/t @LanceRoberts $spx #spx #stocks #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-11T09:48Z 65.8K followers, 19.6K engagements
"US real retail sales stand at -0.22% YoY In the past US real retail sales trended sideways before the recession began 👉 #consumerspending #retailsales #sales #consumers #recession https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-11T09:50Z 65.8K followers, [----] engagements
"📌 Sentiment The mood is bullish for now and we're not near the extremes. Market participants aren't showing signs of fatigue just yet at least until the next headline hits 👉 @GoldmanSachs $spx #spx #equity #stocks #bonds #vix https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-12T09:52Z 65.8K followers, [----] engagements
"GDP The New York Fed trimmed its Q1 [----] US GDP Nowcast to 2.73% from 2.59% a week earlier a marginal shift that still points to steady economic momentum 👉 h/t @NewYorkFed #markets #recession #GDP #realGDP #economy https://www.isabelnet.com/s=GDP https://www.isabelnet.com/s=GDP"
X Link 2026-02-12T09:53Z 65.8K followers, [----] engagements
"SPX On Monday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.54% The model gauges if the market is leaning bullish bearish or neutral. Details on the website https://www.isabelnet.com https://www.isabelnet.com"
X Link 2026-02-12T09:57Z 65.8K followers, [----] engagements
"📌Subscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #equity #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks https://www.isabelnet.com/ https://www.isabelnet.com/"
X Link 2026-02-13T09:47Z 65.8K followers, [---] engagements
"S&P [---] For nearly a century no day has given the S&P [---] more trouble than Monday the market's perennial weak spot. Even the markets get the Monday blues 👉 h/t @RyanDetrick $spx #spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-13T09:48Z 65.8K followers, [----] engagements
"📌 EM Emerging markets are back in play lifted by a softer US dollar easing global rates and fresh reforms from Beijing to New Delhi. The rally's staying power though hinges on how long the dollar stays soft 👉 h/t @markets #EmergingMarkets #equity https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-13T09:51Z 65.8K followers, [----] engagements
"📌 Read the Daily Blog on the Website 👉 https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-13T09:52Z 65.8K followers, [----] engagements
"Sentiment Risk appetite among US equity fund managers is waning as optimism over market returns cools from record highs. Political jitters stretched valuations and policy uncertainty now dominate the mood 👉 h/t @dailychartbook $spx #spx https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-12T09:48Z 65.8K followers, [----] engagements
"S&P [---] Midterm years often test Wall Street's nerve. Since [----] the S&P [---] has typically fallen around 20% on average at some point but those pullbacks have often marked the start of strong buying opportunities 👉 @NDR_Research $spx #spx #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-12T09:51Z 65.8K followers, [----] engagements
"📌 Bitcoin Bitcoin has closely tracked the Nasdaq [---] in recent years mirroring shifts in market sentiment and risk appetite. That link is also relatively visible now as the speculative mood encounters turbulence 👉 @Callum_Thomas #bitcoin $btc $qqq https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-12T09:51Z 65.8K followers, 17.1K engagements
"S&P [---] US stocks look rich compared with what today's macro backdrop would normally justify. In previous cycles such lofty valuations at these levels have often paved the way for years of subdued returns h/t @GoldmanSachs $spx #spx #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-12T09:52Z 65.8K followers, [----] engagements
"Capex Tech titans Alphabet Amazon Meta and Microsoft plan to spend $650 billion this year into AI data centers chips and infrastructure up 60% from last year as the race for AI dominance intensifies despite mounting execution risks @markets https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-12T09:53Z 65.8K followers, 12.2K engagements
"📌 Read the Daily Blog on the Website 👉 https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-12T09:56Z 65.8K followers, [----] engagements
"Valuation With the CAPE10 ratio hovering near rarely seen highs the market is sending a warning signal. Past cycles point to negative real returns ahead. In other words valuations this stretched rarely end well historically 👉 h/t @LanceRoberts $spx https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-13T09:48Z 65.8K followers, [----] engagements
"Sentiment Retail investor sentiment in the US cooled again over the past week but stayed narrowly in bullish territory with AAII bulls topping bears for the eleventh week in a row 👉 h/t @dailychartbook $spx #spx #AAII https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-13T09:49Z 65.8K followers, [----] engagements
"📌 Tech Driven by innovation and a digitalfirst economy tech earnings continue to outpace global peers with momentum still running strong. Digital transformation remains a powerful growth engine 👉 @GoldmanSachs #tech $ndx $qqq $spx #spx #MSCI https://www.isabelnet.com/blog/ https://www.isabelnet.com/blog/"
X Link 2026-02-13T09:50Z 65.8K followers, [----] engagements
"Sentiment The S&P [---] trades just under record highs and with sentiment still cautious at [--] on the Fear & Greed Index another leg up may be in sight 👉 @CNNBusiness $spx #spx #sp500 #equity #stocks #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-13T09:50Z 65.8K followers, [----] engagements
"S&P [---] A composite of technical breadth measures puts the S&P [---] in neutral leaving the door open for potential upside if momentum turns higher 👉 $spx #spx #sp500 #equity #stocks https://www.isabelnet.com/s=S%26P+500 https://www.isabelnet.com/s=S%26P+500"
X Link 2026-02-13T09:50Z 65.8K followers, [----] engagements
"Valuations Markets show little sign of tiring as investors keep S&P [---] valuations hovering well above historical norms fueled by optimism around earnings growth 👉 @GoldmanSachs $spx #spx #stocks #equity #stockmarket https://www.isabelnet.com/s=valuation https://www.isabelnet.com/s=valuation"
X Link 2026-02-13T09:51Z 65.8K followers, [----] engagements
"NAAIM Active managers are still leaning into US stocks with the NAAIM Exposure Index reading [-----] but not at levels associated with peak optimism 👉 #NAAIM $spx #spx #sp500 #stocks #equities #stockmarket https://www.isabelnet.com/s=sentiment https://www.isabelnet.com/s=sentiment"
X Link 2026-02-13T09:51Z 65.8K followers, [----] engagements
"SPX On Monday last week our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P [---] followed through closing up 0.54% The model gauges if the market is leaning bullish bearish or neutral. Details on the https://www.isabelnet.com https://www.isabelnet.com"
X Link 2026-02-13T09:52Z 65.8K followers, [----] engagements
"@Barchart Actually heavy truck sales rose to 459K in January easing some of those recession fears. 😎"
X Link 2026-02-13T12:19Z 65.8K followers, [----] engagements
"@Barchart The correction was overdue given how stretched valuations had become. But healthy pullbacks like this often reset sentiment and set up the next leg higher in quality names 😎"
X Link 2026-02-13T13:21Z 65.8K followers, [---] engagements
"@ThomasBittnerT1 @CNNBusiness Danke Thomas 🙏"
X Link 2026-02-13T16:52Z 65.8K followers, [--] engagements
"@OMillionaires @GreekTrader777 @Pharmdca @SJosephBurns @UPBOptionMil @ripster47 @RyanDetrick @traderstewie @johnscharts @SunriseTrader @PharmDabbler @Mr_Derivatives @canuck2usa @Maximus_Holla @AsphaltCowb0y @TheTranscript_ @eWhispers @jfahmy @ZorTrades Thank you very much 🙏 Enjoy the long weekend"
X Link 2026-02-13T21:10Z 65.8K followers, [---] engagements
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