[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@ISABELNET_SA](/creator/twitter/ISABELNET_SA) "AI Bubble Market participants are buzzing about an AI bubble with valuations sky-high. But ditching stocks now could mean missing the late-game rallyvolatility shows we're not in full-blown mania just yet π h/t @dailychartbook @TS_Lombard $spx #spx" [X Link](https://x.com/ISABELNET_SA/status/1977658158521974819) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-13T08:50Z 64K followers, 11.8K engagements "π ROE A higher ROE points to stronger profitabilityand often justifies a premiumbut US equity valuations also hinge on growth expectations risk sentiment liquidity and investor psychology π h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities" [X Link](https://x.com/ISABELNET_SA/status/1976571188890808735) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-10T08:51Z 64K followers, 10.4K engagements "Heavy Truck Sales Fell in August to 422K 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 π #trucks #recession #sp500 #spx $spx" [X Link](https://x.com/ISABELNET_SA/status/1972947495421702185) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-09-30T08:51Z 64K followers, 5636 engagements "Earnings Big Tech still runs the show2026 earnings forecasts are racing higher for the giants while the rest of the S&P XXX trail behind in their shadow π h/t @GoldmanSachs #earnings #EPS #spx $spx #sp500 #tech" [X Link](https://x.com/ISABELNET_SA/status/1975483813687099660) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-07T08:50Z 64K followers, 8602 engagements "S&P XXX With the S&P XXX equal-weighted index lagging at 17x forward earnings while the S&P XXX trades at 23x the premium reflects not just valuation but the conviction investors still have in the giants leading the charge π @GoldmanSachs $spx #spx" [X Link](https://x.com/ISABELNET_SA/status/1975484245880820113) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-07T08:52Z 64K followers, 3129 engagements "Valuations Earnings optimism and bets on Fed easing continue to buoy the S&P XXX even as pricey valuations across most sectors warn there's little room for error π h/t @GoldmanSachs $spx #spx #sp500 #stocks" [X Link](https://x.com/ISABELNET_SA/status/1975846266073698351) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-08T08:50Z 64K followers, 5517 engagements "Recession Goldman Sachs sees a XX% chance of a US recession within the next yearhigher than the long-run norm but still pointing to only moderate downside risks π h/t @GoldmanSachs $spx #spx #recession" [X Link](https://x.com/ISABELNET_SA/status/1975846376367145430) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-08T08:51Z 64K followers, 8093 engagements "π Sentiment Risk appetite stays intact underpinned by bullish sentiment supportive Fed policy and earnings power that keeps surprising π @GoldmanSachs $spx #spx #equities #stocks #bonds #vix" [X Link](https://x.com/ISABELNET_SA/status/1975846574095028401) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-08T08:51Z 64K followers, 3630 engagements "EPS EPS growth for the Mag X is expected to cool to XX% in Q3 down from 28%. Mega-cap tech names should continue posting robust earnings growth but the outsized premium that's defined the trade might lose some of its shine in 2026 ht @GoldmanSachs" [X Link](https://x.com/ISABELNET_SA/status/1976208693000651198) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-09T08:50Z 64K followers, 4710 engagements "π Gold $4000 gold isn't just a headlineit's the latest move in a powerhouse rally that has left equities in the dust since the millennium π @markets $gold #gold $gld #gld $spx #spx #MSCI" [X Link](https://x.com/ISABELNET_SA/status/1976208795501281332) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-09T08:51Z 64K followers, 10.2K engagements "π Valuation Wall Street's sky-high valuations ride on tech and AI fever with earnings optimism fanned by booming sales fat margins and breakneck adoptionleaving little room for disappointment π @GoldmanSachs $spx #spx #stocks #tech #equities" [X Link](https://x.com/ISABELNET_SA/status/1976208910697759130) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-09T08:51Z 64K followers, 4548 engagements "Recession Markets put recession odds at 19%a notch above average yet far from panic levels π h/t @GoldmanSachs $spx #spx #recession #yield #bonds #fedfunds" [X Link](https://x.com/ISABELNET_SA/status/1976209002238447920) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-09T08:51Z 64K followers, 6005 engagements "π AI While AI adoption among firms continues to expand its growth is slowing as the market shifts from early rapid uptake to a more mature phase π h/t @GoldmanSachs #markets #artificialintelligence #ai" [X Link](https://x.com/ISABELNET_SA/status/1976209103392473107) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-09T08:52Z 64K followers, 3556 engagements "Flows Rates remain perched at lofty levels and the air is thick with uncertainty. Investors wary of sudden turns are parking cash in bonds and money markets steering clear of equity risk @GoldmanSachs $spx #spx #ETF #bonds #cash #stocks" [X Link](https://x.com/ISABELNET_SA/status/1976209252978249916) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-09T08:52Z 64K followers, 5403 engagements "πTech Tech doesn't just lead the US stock marketit defines it with roughly XX% of the total US market cap. That tight link raises a bigger question: when the sector's grip loosens will the market still stand on its own @GoldmanSachs $spx #spx #tech" [X Link](https://x.com/ISABELNET_SA/status/1976570964101017689) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-10T08:50Z 64K followers, 5974 engagements "S&P XXX With a more accommodative Fed and big-cap resilience in play Goldman Sachs still expects the S&P XXX to end 2025 at 6800 and stretch to 7200 by the end of 2026 π h/t @GoldmanSachs $spx #spx #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1977658260976177476) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-13T08:50Z 64K followers, 5730 engagements "Buybacks Wall Street's latest high Over $X trillion buyback binge as Corporate America goes allin to keep shares flying and investors' spirits high π @GoldmanSachs #buybacks $spx #spx #stocks #equities" [X Link](https://x.com/ISABELNET_SA/status/1977658552811766096) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-13T08:51Z 64K followers, 4275 engagements "S&P XXX Short interest in the S&P XXX is still running higha sign of cautionbut there's little to suggest outright fear or a stampede to the exits π @GoldmanSachs $spx #spx #sp500 #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1977658813609386093) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-13T08:52Z 64K followers, 7368 engagements "Valuation Equal-weight at 17x S&P XXX at 23xthe premium screams confidence in the mega-caps pulling the market higher π h/t @GoldmanSachs $spx #spx #sp500 #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1978020345589244332) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-14T08:49Z 64K followers, 3604 engagements "π Flows Commodity fundsespecially those tracking gold and silverhave seen a surge of inflows in recent weeks fueled by geopolitical jitters bets on Fed rate cuts and steady central bank buying π h/t @GoldmanSachs $gold #gold #silver #funds" [X Link](https://x.com/ISABELNET_SA/status/1978020450048340329) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-14T08:49Z 64K followers, 3092 engagements "Equity Americans have never been so investedliterallyin the market with household equity allocations at all-time highs a boom shadowed by warnings of how sentiment can sour overnight π @GoldmanSachs $spx #spx #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1978020559356080613) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-14T08:50Z 64K followers, 7123 engagements "π EPS Wall Street sees the profit engine acceleratingS&P XXX earnings are set to rise X% in 2025 and jump XX% in 2026 defying economic jitters and trade headwinds π h/t @GoldmanSachs $spx #spx #sp500 #EPS #earnings" [X Link](https://x.com/ISABELNET_SA/status/1978020805381394708) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-14T08:51Z 64K followers, 6428 engagements "π Gold & Silver Backed by central-bank buying surging ETF inflows and Fed rate cuts gold refuses to lose altitude. With USChina tensions flaring and another government shutdown investors keep piling into safety π h/t @markets $gold #gold $gld #gld" [X Link](https://x.com/ISABELNET_SA/status/1978020933966151981) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-14T08:51Z 64K followers, 9611 engagements "Equities With foreign investors holding a record XX% of US stocks they are chasing the American dream piling into US equities on hopes that President Trump keeps the bull run alive π @GoldmanSachs $spx #spx #sp500 #stocks #stockmarket #equities" [X Link](https://x.com/ISABELNET_SA/status/1978382811389161983) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-15T08:49Z 64K followers, 3269 engagements "π Gold Gold just clocked one of its largest 6-month rallies. ETF inflows are surging physical demand refuses to cool and the move looks more structural than speculative π h/t @GoldmanSachs $gold #gold $gld #gld" [X Link](https://x.com/ISABELNET_SA/status/1978382923712598354) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-15T08:50Z 64K followers, 6212 engagements "Valuations The S&P XXX keeps grinding higher on earnings optimism and Fed-cut bets but with valuations this steep gravity is still a risk π @GoldmanSachs $spx #spx #sp500 #stocks #stockmarket" [X Link](https://x.com/ISABELNET_SA/status/1978383170954317973) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-15T08:51Z 64K followers, 2836 engagements "Recession Markets price a XX% recession risk in the USabove average but nowhere near panic mode π h/t @GoldmanSachs $spx #spx #recession #yield #bonds #fedfunds" [X Link](https://x.com/ISABELNET_SA/status/1978383262578811034) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-15T08:51Z 64K followers, 5630 engagements "Tech The market's biggest players usually cluster in the sector riding the economic zeitgeistand right now that's tech. It's where innovation happens growth speeds up and investors chase the next breakout story π @GoldmanSachs $spx #spx $qqq #tech" [X Link](https://x.com/ISABELNET_SA/status/1978383591395463178) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-15T08:52Z 64K followers, 8293 engagements "Valuation The S&P 500's median P/E ratio sits at 26.2a level that leaves stocks looking pricey and raises the odds of thinner returns or a valuation pullback if history is any guide π h/t @NDR_Research $spx #spx #sp500 #stocks #stockmarket" [X Link](https://x.com/ISABELNET_SA/status/1978745648439529581) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:51Z 64K followers, 5813 engagements "Fed The S&P 500's record-breaking rally shows no signs of cooling with market participants now positioning for another Fed rate cut on October XX to fuel the next leg higher π @GoldmanSachs #Fed #yields #treasuries #rates $spx #spx" [X Link](https://x.com/ISABELNET_SA/status/1978745752001073249) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:52Z 64K followers, 3953 engagements "π Healthcare Healthcare positioning back to neutral at the 47th percentile may tempt patient investors eyeing value beneath the surface turbulence π h/t @DeutscheBank #healthcare #stocks $spx #spx" [X Link](https://x.com/ISABELNET_SA/status/1978746031912132741) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:53Z 64K followers, 6296 engagements "S&P XXX Goldman Sachs remains bullish projecting the S&P XXX to rise to 6800 by year-end 2025 and 7200 a year later helped along by easier Fed policy and resilience in the market's biggest names π h/t @GoldmanSachs $spx #spx #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1975121123567366385) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-06T08:49Z 64K followers, 6980 engagements "π Gold Overbought signals in goldseen in its RSI and price actionare raising the odds of near-term profit-taking but strong fundamentals keep the bullish trend alive for the months ahead π h/t @markets $gold #gold $gld #gld" [X Link](https://x.com/ISABELNET_SA/status/1976571310777217434) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-10T08:51Z 64K followers, 6873 engagements "Sentiment Goldman Sachs' US Equity Sentiment Indicator sits at a cool 0.3neutral territory and historically the sweet spot before a rise in the S&P XXX over the next month π h/t @GoldmanSachs $spx #spx #equities #stocks #sentiment" [X Link](https://x.com/ISABELNET_SA/status/1977658733066170586) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-13T08:52Z 64K followers, 6531 engagements "Equities US households hold XX% of the US equity marketa show of faith in stocks. Trouble is nearly XX% of that sits with the richest XX% π @GoldmanSachs $spx #spx #sp500 #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1978021052002214302) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-14T08:52Z 64K followers, 4307 engagements "S&P XXX With an average turnover of about X% a year the S&P XXX is in constant motionmany of today's constituents weren't even in the index a decade ago π @GoldmanSachs $spx #spx #stocks #equities" [X Link](https://x.com/ISABELNET_SA/status/1978383365800702142) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-15T08:52Z 64K followers, 7287 engagements "π Markets Wall Street has smoked global rivals on roaring earnings fat margins and deep capital. But sky-high prices and overheated expectations could break its stride π @GoldmanSachs $spx #spx #sp500 #stocks #equities" [X Link](https://x.com/ISABELNET_SA/status/1978745339134775444) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:50Z 64K followers, 3167 engagements "π World Portfolio The world's portfolio remains tilted toward the USin both stocks and bonds. Gold holds a modest X% while crypto barely cracks X% π h/t @GoldmanSachs #equities #bonds #crypto #gold" [X Link](https://x.com/ISABELNET_SA/status/1978745542415994907) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:51Z 64K followers, 7221 engagements "π Valuations Wall Street's rally powered by tech and AI euphoria shows no signs of slowingbut soaring valuations and bubble talk leave little margin for errors despite the optimism π @GoldmanSachs $spx #spx #stocks #tech #equities" [X Link](https://x.com/ISABELNET_SA/status/1978745867499638832) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:52Z 64K followers, 3646 engagements "Equity Call it the American Dreamor a widening divide. The top X% own roughly half of America's market wealth. The bottom half Just 1%. The gap isn't closingit's widening since 1990 π @GoldmanSachs #households #stocks #stockmarket #equities" [X Link](https://x.com/ISABELNET_SA/status/1978746166167712204) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:53Z 64K followers, 8146 engagements "Margin Debt Now above $X trillion margin debt stands at just about 1/57th of the total US equity market cap up XX% from a year agostill a far cry from the surges seen at past bubble highs. Market tone feels alert not alarmed h/t @TimmerFidelity" [X Link](https://x.com/ISABELNET_SA/status/1979108015383941380) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:51Z 64K followers, 6183 engagements "π Materials Sitting at the 65th percentile positioning in materials signals confidence creeping back into the sectorwithout yet crossing into euphoria π h/t @DeutscheBank #materials $spx #spx #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1979108432457146487) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:53Z 64K followers, 5918 engagements "S&P XXX When the US economy grows and monetary easing comes without recession risk large-cap equities usually lead fueled by lower borrowing costs rising profitability and stable economic conditions π h/t @GoldmanSachs $spx #spx #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1972947156454760501) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-09-30T08:50Z 64K followers, 6568 engagements "S&P XXX With the Fed turning more accommodative and large caps holding their ground Goldman Sachs still sees the S&P XXX finishing 2025 at 6800 and pushing toward 7200 by the end of 2026 π h/t @GoldmanSachs $spx #spx #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1980194878484095174) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:50Z 64K followers, 1894 engagements "Sentiment At XXXXX the Greed and Fear Index signals that investors are still positioned bullishly with sentiment and allocations indicating that weakness will likely be seen as a buying opportunity π h/t @LanceRoberts $spx #spx #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1980194521586753904) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:48Z 64K followers, 2556 engagements "S&P XXX History favors the bulls: since 1950 only once has an S&P XXX bull market ended in its fourth yearhistory therefore favors further upside over a transition to bear market π h/t @RyanDetrick $spx #spx" [X Link](https://x.com/ISABELNET_SA/status/1980194670862123293) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:49Z 64K followers, 1690 engagements "S&P XXX Market liquidity has tightened in recent weeks fueling bets that US equities could lose momentum as 2025 winds down π h/t @dailychartbook @TS_Lombard $spx #spx" [X Link](https://x.com/ISABELNET_SA/status/1980194759781372227) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:49Z 64K followers, 2048 engagements "π Equity Systematic strategies have rolled back exposure after months of buildup to a mild overweight while discretionary investors still risk-averse have moved decisively underweighta setup that paradoxically tilts bullish π @DeutscheBank $spx" [X Link](https://x.com/ISABELNET_SA/status/1980194992808435916) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:50Z 64K followers, 1961 engagements "π Equity Consolidated equity positioning sits at the 40th percentileneutral for now but with room to lean risk-on if market momentum builds π h/t @DeutscheBank $spx #spx #sp500 #equities #stocks" [X Link](https://x.com/ISABELNET_SA/status/1980195171104100829) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:51Z 64K followers, 2039 engagements "π Valuations Global equities have tripled their weight since the 1990s jumping from XX% to above XXX% of world GDPan expansion that screams just how far valuations have run. Honestly what could go wrong π h/t @GoldmanSachs $spx #spx #stocks #bonds" [X Link](https://x.com/ISABELNET_SA/status/1980195279266795918) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:51Z 64K followers, 2582 engagements "S&P XXX The S&P XXX tends to shine in early October but history shows its momentum often cools in the back half of the month π h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities" [X Link](https://x.com/ISABELNET_SA/status/1980195370023219400) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:52Z 64K followers, 2594 engagements "NAAIM At XXXXX the NAAIM Exposure Index paints a clear picture: active managers are still all-in on US equities their conviction unshaken π #NAAIM $spx #spx #sp500 #stocks #equities #stockmarket" [X Link](https://x.com/ISABELNET_SA/status/1980195556673851774) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:53Z 64K followers, 2016 engagements "S&P XXX The rebound in the S&P 500's 52-week market breadth shows promising signs of continuing through year-end supported by broader stock participation easing monetary policy prospects and steady earnings growth π @GoldmanSachs $spx #spx #stocks" [X Link](https://x.com/ISABELNET_SA/status/1960625829727129870) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-08-27T08:49Z 64K followers, 3101 engagements "SPX Two Thursdays ago our Stock Market Bull & Bear Indicator was neutral even before the opening belland the S&P XXX closed just up 0.06%. The model helps frame whether the market is leaning bullish bearish or neutral More details on our website:" [X Link](https://x.com/ISABELNET_SA/status/1978746382400848341) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:54Z 64K followers, 4133 engagements "πSubscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks" [X Link](https://x.com/ISABELNET_SA/status/1979107149335740587) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:48Z 64K followers, 1706 engagements "ETFs Cash is flooding into US ETFsover $X trillion so far in 2025a record-breaking surge running more than three times the usual seasonal pace as investors chase diversification and tactical flexibility π h/t @dailychartbook #ETF" [X Link](https://x.com/ISABELNET_SA/status/1978745180896297138) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-16T08:49Z 64K followers, 9211 engagements "S&P XXX The Euphoriametera mix of forward P/E VIX and bullish sentimentis rising back into levels where past rallies have lost momentum flashing yellow for cycle-watchers h/t @Callum_Thomas $spx #spx" [X Link](https://x.com/ISABELNET_SA/status/1979107618909049120) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:50Z 64K followers, 5964 engagements "Buybacks US companies have ramped up share repurchases this yearbuyback authorizations are up 16%signaling confidence and a continued push to boost shareholder value π @GoldmanSachs #buybacks $spx #spx #stocks #equities" [X Link](https://x.com/ISABELNET_SA/status/1979107874962866278) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:51Z 64K followers, 3345 engagements "Sentiment With a XX reading the Fear & Greed Index shows fear gripping the Street draining the market's appetite for risk π @CNNBusiness $spx #spx #equities #stocks #stockmarket" [X Link](https://x.com/ISABELNET_SA/status/1979108111370555651) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:51Z 64K followers, 6040 engagements "π Equities Investors aren't shy about paying a premium for US stocks. The payoff Superior returns on equity and earnings growth that few markets can match π @GoldmanSachs $spx #spx #stocks #equities #ROE #stockmarket" [X Link](https://x.com/ISABELNET_SA/status/1979108226772652360) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:52Z 64K followers, 5999 engagements "π Equities With XX% of the world's equity market the United States dominates global finance drawing capital and setting trends that few others can match h/t @GoldmanSachs $spx #spx #stocks #equities #MSCI" [X Link](https://x.com/ISABELNET_SA/status/1979108324978110658) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-17T08:52Z 64K followers, 7670 engagements "SPX Friday our Stock Market Bull & Bear Indicator was bullish well before the opening belland the S&P XXX didn't disappoint ending the day up XXXX% The model gauges if the market is leaning bullish bearish or neutral More details on our website:" [X Link](https://x.com/ISABELNET_SA/status/1980195730355822736) [@ISABELNET_SA](/creator/x/ISABELNET_SA) 2025-10-20T08:53Z 64K followers, 1925 engagements
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@ISABELNET_SA
"AI Bubble Market participants are buzzing about an AI bubble with valuations sky-high. But ditching stocks now could mean missing the late-game rallyvolatility shows we're not in full-blown mania just yet π h/t @dailychartbook @TS_Lombard $spx #spx"
X Link @ISABELNET_SA 2025-10-13T08:50Z 64K followers, 11.8K engagements
"π ROE A higher ROE points to stronger profitabilityand often justifies a premiumbut US equity valuations also hinge on growth expectations risk sentiment liquidity and investor psychology π h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities"
X Link @ISABELNET_SA 2025-10-10T08:51Z 64K followers, 10.4K engagements
"Heavy Truck Sales Fell in August to 422K 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 π #trucks #recession #sp500 #spx $spx"
X Link @ISABELNET_SA 2025-09-30T08:51Z 64K followers, 5636 engagements
"Earnings Big Tech still runs the show2026 earnings forecasts are racing higher for the giants while the rest of the S&P XXX trail behind in their shadow π h/t @GoldmanSachs #earnings #EPS #spx $spx #sp500 #tech"
X Link @ISABELNET_SA 2025-10-07T08:50Z 64K followers, 8602 engagements
"S&P XXX With the S&P XXX equal-weighted index lagging at 17x forward earnings while the S&P XXX trades at 23x the premium reflects not just valuation but the conviction investors still have in the giants leading the charge π @GoldmanSachs $spx #spx"
X Link @ISABELNET_SA 2025-10-07T08:52Z 64K followers, 3129 engagements
"Valuations Earnings optimism and bets on Fed easing continue to buoy the S&P XXX even as pricey valuations across most sectors warn there's little room for error π h/t @GoldmanSachs $spx #spx #sp500 #stocks"
X Link @ISABELNET_SA 2025-10-08T08:50Z 64K followers, 5517 engagements
"Recession Goldman Sachs sees a XX% chance of a US recession within the next yearhigher than the long-run norm but still pointing to only moderate downside risks π h/t @GoldmanSachs $spx #spx #recession"
X Link @ISABELNET_SA 2025-10-08T08:51Z 64K followers, 8093 engagements
"π Sentiment Risk appetite stays intact underpinned by bullish sentiment supportive Fed policy and earnings power that keeps surprising π @GoldmanSachs $spx #spx #equities #stocks #bonds #vix"
X Link @ISABELNET_SA 2025-10-08T08:51Z 64K followers, 3630 engagements
"EPS EPS growth for the Mag X is expected to cool to XX% in Q3 down from 28%. Mega-cap tech names should continue posting robust earnings growth but the outsized premium that's defined the trade might lose some of its shine in 2026 ht @GoldmanSachs"
X Link @ISABELNET_SA 2025-10-09T08:50Z 64K followers, 4710 engagements
"π Gold $4000 gold isn't just a headlineit's the latest move in a powerhouse rally that has left equities in the dust since the millennium π @markets $gold #gold $gld #gld $spx #spx #MSCI"
X Link @ISABELNET_SA 2025-10-09T08:51Z 64K followers, 10.2K engagements
"π Valuation Wall Street's sky-high valuations ride on tech and AI fever with earnings optimism fanned by booming sales fat margins and breakneck adoptionleaving little room for disappointment π @GoldmanSachs $spx #spx #stocks #tech #equities"
X Link @ISABELNET_SA 2025-10-09T08:51Z 64K followers, 4548 engagements
"Recession Markets put recession odds at 19%a notch above average yet far from panic levels π h/t @GoldmanSachs $spx #spx #recession #yield #bonds #fedfunds"
X Link @ISABELNET_SA 2025-10-09T08:51Z 64K followers, 6005 engagements
"π AI While AI adoption among firms continues to expand its growth is slowing as the market shifts from early rapid uptake to a more mature phase π h/t @GoldmanSachs #markets #artificialintelligence #ai"
X Link @ISABELNET_SA 2025-10-09T08:52Z 64K followers, 3556 engagements
"Flows Rates remain perched at lofty levels and the air is thick with uncertainty. Investors wary of sudden turns are parking cash in bonds and money markets steering clear of equity risk @GoldmanSachs $spx #spx #ETF #bonds #cash #stocks"
X Link @ISABELNET_SA 2025-10-09T08:52Z 64K followers, 5403 engagements
"πTech Tech doesn't just lead the US stock marketit defines it with roughly XX% of the total US market cap. That tight link raises a bigger question: when the sector's grip loosens will the market still stand on its own @GoldmanSachs $spx #spx #tech"
X Link @ISABELNET_SA 2025-10-10T08:50Z 64K followers, 5974 engagements
"S&P XXX With a more accommodative Fed and big-cap resilience in play Goldman Sachs still expects the S&P XXX to end 2025 at 6800 and stretch to 7200 by the end of 2026 π h/t @GoldmanSachs $spx #spx #equities #stocks"
X Link @ISABELNET_SA 2025-10-13T08:50Z 64K followers, 5730 engagements
"Buybacks Wall Street's latest high Over $X trillion buyback binge as Corporate America goes allin to keep shares flying and investors' spirits high π @GoldmanSachs #buybacks $spx #spx #stocks #equities"
X Link @ISABELNET_SA 2025-10-13T08:51Z 64K followers, 4275 engagements
"S&P XXX Short interest in the S&P XXX is still running higha sign of cautionbut there's little to suggest outright fear or a stampede to the exits π @GoldmanSachs $spx #spx #sp500 #equities #stocks"
X Link @ISABELNET_SA 2025-10-13T08:52Z 64K followers, 7368 engagements
"Valuation Equal-weight at 17x S&P XXX at 23xthe premium screams confidence in the mega-caps pulling the market higher π h/t @GoldmanSachs $spx #spx #sp500 #equities #stocks"
X Link @ISABELNET_SA 2025-10-14T08:49Z 64K followers, 3604 engagements
"π Flows Commodity fundsespecially those tracking gold and silverhave seen a surge of inflows in recent weeks fueled by geopolitical jitters bets on Fed rate cuts and steady central bank buying π h/t @GoldmanSachs $gold #gold #silver #funds"
X Link @ISABELNET_SA 2025-10-14T08:49Z 64K followers, 3092 engagements
"Equity Americans have never been so investedliterallyin the market with household equity allocations at all-time highs a boom shadowed by warnings of how sentiment can sour overnight π @GoldmanSachs $spx #spx #equities #stocks"
X Link @ISABELNET_SA 2025-10-14T08:50Z 64K followers, 7123 engagements
"π EPS Wall Street sees the profit engine acceleratingS&P XXX earnings are set to rise X% in 2025 and jump XX% in 2026 defying economic jitters and trade headwinds π h/t @GoldmanSachs $spx #spx #sp500 #EPS #earnings"
X Link @ISABELNET_SA 2025-10-14T08:51Z 64K followers, 6428 engagements
"π Gold & Silver Backed by central-bank buying surging ETF inflows and Fed rate cuts gold refuses to lose altitude. With USChina tensions flaring and another government shutdown investors keep piling into safety π h/t @markets $gold #gold $gld #gld"
X Link @ISABELNET_SA 2025-10-14T08:51Z 64K followers, 9611 engagements
"Equities With foreign investors holding a record XX% of US stocks they are chasing the American dream piling into US equities on hopes that President Trump keeps the bull run alive π @GoldmanSachs $spx #spx #sp500 #stocks #stockmarket #equities"
X Link @ISABELNET_SA 2025-10-15T08:49Z 64K followers, 3269 engagements
"π Gold Gold just clocked one of its largest 6-month rallies. ETF inflows are surging physical demand refuses to cool and the move looks more structural than speculative π h/t @GoldmanSachs $gold #gold $gld #gld"
X Link @ISABELNET_SA 2025-10-15T08:50Z 64K followers, 6212 engagements
"Valuations The S&P XXX keeps grinding higher on earnings optimism and Fed-cut bets but with valuations this steep gravity is still a risk π @GoldmanSachs $spx #spx #sp500 #stocks #stockmarket"
X Link @ISABELNET_SA 2025-10-15T08:51Z 64K followers, 2836 engagements
"Recession Markets price a XX% recession risk in the USabove average but nowhere near panic mode π h/t @GoldmanSachs $spx #spx #recession #yield #bonds #fedfunds"
X Link @ISABELNET_SA 2025-10-15T08:51Z 64K followers, 5630 engagements
"Tech The market's biggest players usually cluster in the sector riding the economic zeitgeistand right now that's tech. It's where innovation happens growth speeds up and investors chase the next breakout story π @GoldmanSachs $spx #spx $qqq #tech"
X Link @ISABELNET_SA 2025-10-15T08:52Z 64K followers, 8293 engagements
"Valuation The S&P 500's median P/E ratio sits at 26.2a level that leaves stocks looking pricey and raises the odds of thinner returns or a valuation pullback if history is any guide π h/t @NDR_Research $spx #spx #sp500 #stocks #stockmarket"
X Link @ISABELNET_SA 2025-10-16T08:51Z 64K followers, 5813 engagements
"Fed The S&P 500's record-breaking rally shows no signs of cooling with market participants now positioning for another Fed rate cut on October XX to fuel the next leg higher π @GoldmanSachs #Fed #yields #treasuries #rates $spx #spx"
X Link @ISABELNET_SA 2025-10-16T08:52Z 64K followers, 3953 engagements
"π Healthcare Healthcare positioning back to neutral at the 47th percentile may tempt patient investors eyeing value beneath the surface turbulence π h/t @DeutscheBank #healthcare #stocks $spx #spx"
X Link @ISABELNET_SA 2025-10-16T08:53Z 64K followers, 6296 engagements
"S&P XXX Goldman Sachs remains bullish projecting the S&P XXX to rise to 6800 by year-end 2025 and 7200 a year later helped along by easier Fed policy and resilience in the market's biggest names π h/t @GoldmanSachs $spx #spx #equities #stocks"
X Link @ISABELNET_SA 2025-10-06T08:49Z 64K followers, 6980 engagements
"π Gold Overbought signals in goldseen in its RSI and price actionare raising the odds of near-term profit-taking but strong fundamentals keep the bullish trend alive for the months ahead π h/t @markets $gold #gold $gld #gld"
X Link @ISABELNET_SA 2025-10-10T08:51Z 64K followers, 6873 engagements
"Sentiment Goldman Sachs' US Equity Sentiment Indicator sits at a cool 0.3neutral territory and historically the sweet spot before a rise in the S&P XXX over the next month π h/t @GoldmanSachs $spx #spx #equities #stocks #sentiment"
X Link @ISABELNET_SA 2025-10-13T08:52Z 64K followers, 6531 engagements
"Equities US households hold XX% of the US equity marketa show of faith in stocks. Trouble is nearly XX% of that sits with the richest XX% π @GoldmanSachs $spx #spx #sp500 #equities #stocks"
X Link @ISABELNET_SA 2025-10-14T08:52Z 64K followers, 4307 engagements
"S&P XXX With an average turnover of about X% a year the S&P XXX is in constant motionmany of today's constituents weren't even in the index a decade ago π @GoldmanSachs $spx #spx #stocks #equities"
X Link @ISABELNET_SA 2025-10-15T08:52Z 64K followers, 7287 engagements
"π Markets Wall Street has smoked global rivals on roaring earnings fat margins and deep capital. But sky-high prices and overheated expectations could break its stride π @GoldmanSachs $spx #spx #sp500 #stocks #equities"
X Link @ISABELNET_SA 2025-10-16T08:50Z 64K followers, 3167 engagements
"π World Portfolio The world's portfolio remains tilted toward the USin both stocks and bonds. Gold holds a modest X% while crypto barely cracks X% π h/t @GoldmanSachs #equities #bonds #crypto #gold"
X Link @ISABELNET_SA 2025-10-16T08:51Z 64K followers, 7221 engagements
"π Valuations Wall Street's rally powered by tech and AI euphoria shows no signs of slowingbut soaring valuations and bubble talk leave little margin for errors despite the optimism π @GoldmanSachs $spx #spx #stocks #tech #equities"
X Link @ISABELNET_SA 2025-10-16T08:52Z 64K followers, 3646 engagements
"Equity Call it the American Dreamor a widening divide. The top X% own roughly half of America's market wealth. The bottom half Just 1%. The gap isn't closingit's widening since 1990 π @GoldmanSachs #households #stocks #stockmarket #equities"
X Link @ISABELNET_SA 2025-10-16T08:53Z 64K followers, 8146 engagements
"Margin Debt Now above $X trillion margin debt stands at just about 1/57th of the total US equity market cap up XX% from a year agostill a far cry from the surges seen at past bubble highs. Market tone feels alert not alarmed h/t @TimmerFidelity"
X Link @ISABELNET_SA 2025-10-17T08:51Z 64K followers, 6183 engagements
"π Materials Sitting at the 65th percentile positioning in materials signals confidence creeping back into the sectorwithout yet crossing into euphoria π h/t @DeutscheBank #materials $spx #spx #equities #stocks"
X Link @ISABELNET_SA 2025-10-17T08:53Z 64K followers, 5918 engagements
"S&P XXX When the US economy grows and monetary easing comes without recession risk large-cap equities usually lead fueled by lower borrowing costs rising profitability and stable economic conditions π h/t @GoldmanSachs $spx #spx #equities #stocks"
X Link @ISABELNET_SA 2025-09-30T08:50Z 64K followers, 6568 engagements
"S&P XXX With the Fed turning more accommodative and large caps holding their ground Goldman Sachs still sees the S&P XXX finishing 2025 at 6800 and pushing toward 7200 by the end of 2026 π h/t @GoldmanSachs $spx #spx #equities #stocks"
X Link @ISABELNET_SA 2025-10-20T08:50Z 64K followers, 1894 engagements
"Sentiment At XXXXX the Greed and Fear Index signals that investors are still positioned bullishly with sentiment and allocations indicating that weakness will likely be seen as a buying opportunity π h/t @LanceRoberts $spx #spx #equities #stocks"
X Link @ISABELNET_SA 2025-10-20T08:48Z 64K followers, 2556 engagements
"S&P XXX History favors the bulls: since 1950 only once has an S&P XXX bull market ended in its fourth yearhistory therefore favors further upside over a transition to bear market π h/t @RyanDetrick $spx #spx"
X Link @ISABELNET_SA 2025-10-20T08:49Z 64K followers, 1690 engagements
"S&P XXX Market liquidity has tightened in recent weeks fueling bets that US equities could lose momentum as 2025 winds down π h/t @dailychartbook @TS_Lombard $spx #spx"
X Link @ISABELNET_SA 2025-10-20T08:49Z 64K followers, 2048 engagements
"π Equity Systematic strategies have rolled back exposure after months of buildup to a mild overweight while discretionary investors still risk-averse have moved decisively underweighta setup that paradoxically tilts bullish π @DeutscheBank $spx"
X Link @ISABELNET_SA 2025-10-20T08:50Z 64K followers, 1961 engagements
"π Equity Consolidated equity positioning sits at the 40th percentileneutral for now but with room to lean risk-on if market momentum builds π h/t @DeutscheBank $spx #spx #sp500 #equities #stocks"
X Link @ISABELNET_SA 2025-10-20T08:51Z 64K followers, 2039 engagements
"π Valuations Global equities have tripled their weight since the 1990s jumping from XX% to above XXX% of world GDPan expansion that screams just how far valuations have run. Honestly what could go wrong π h/t @GoldmanSachs $spx #spx #stocks #bonds"
X Link @ISABELNET_SA 2025-10-20T08:51Z 64K followers, 2582 engagements
"S&P XXX The S&P XXX tends to shine in early October but history shows its momentum often cools in the back half of the month π h/t @GoldmanSachs $spx #spx #sp500 #stocks #equities"
X Link @ISABELNET_SA 2025-10-20T08:52Z 64K followers, 2594 engagements
"NAAIM At XXXXX the NAAIM Exposure Index paints a clear picture: active managers are still all-in on US equities their conviction unshaken π #NAAIM $spx #spx #sp500 #stocks #equities #stockmarket"
X Link @ISABELNET_SA 2025-10-20T08:53Z 64K followers, 2016 engagements
"S&P XXX The rebound in the S&P 500's 52-week market breadth shows promising signs of continuing through year-end supported by broader stock participation easing monetary policy prospects and steady earnings growth π @GoldmanSachs $spx #spx #stocks"
X Link @ISABELNET_SA 2025-08-27T08:49Z 64K followers, 3101 engagements
"SPX Two Thursdays ago our Stock Market Bull & Bear Indicator was neutral even before the opening belland the S&P XXX closed just up 0.06%. The model helps frame whether the market is leaning bullish bearish or neutral More details on our website:"
X Link @ISABELNET_SA 2025-10-16T08:54Z 64K followers, 4133 engagements
"πSubscriber Access The #stockmarket bull and bear indicator the short- & long-term forecasts the #valuation & ERP charts have been updated on #valuations #markets #investing #assetallocation #sp500 #nasdaq #dow #dowjones $djia $spx #spx $spy #stocks"
X Link @ISABELNET_SA 2025-10-17T08:48Z 64K followers, 1706 engagements
"ETFs Cash is flooding into US ETFsover $X trillion so far in 2025a record-breaking surge running more than three times the usual seasonal pace as investors chase diversification and tactical flexibility π h/t @dailychartbook #ETF"
X Link @ISABELNET_SA 2025-10-16T08:49Z 64K followers, 9211 engagements
"S&P XXX The Euphoriametera mix of forward P/E VIX and bullish sentimentis rising back into levels where past rallies have lost momentum flashing yellow for cycle-watchers h/t @Callum_Thomas $spx #spx"
X Link @ISABELNET_SA 2025-10-17T08:50Z 64K followers, 5964 engagements
"Buybacks US companies have ramped up share repurchases this yearbuyback authorizations are up 16%signaling confidence and a continued push to boost shareholder value π @GoldmanSachs #buybacks $spx #spx #stocks #equities"
X Link @ISABELNET_SA 2025-10-17T08:51Z 64K followers, 3345 engagements
"Sentiment With a XX reading the Fear & Greed Index shows fear gripping the Street draining the market's appetite for risk π @CNNBusiness $spx #spx #equities #stocks #stockmarket"
X Link @ISABELNET_SA 2025-10-17T08:51Z 64K followers, 6040 engagements
"π Equities Investors aren't shy about paying a premium for US stocks. The payoff Superior returns on equity and earnings growth that few markets can match π @GoldmanSachs $spx #spx #stocks #equities #ROE #stockmarket"
X Link @ISABELNET_SA 2025-10-17T08:52Z 64K followers, 5999 engagements
"π Equities With XX% of the world's equity market the United States dominates global finance drawing capital and setting trends that few others can match h/t @GoldmanSachs $spx #spx #stocks #equities #MSCI"
X Link @ISABELNET_SA 2025-10-17T08:52Z 64K followers, 7670 engagements
"SPX Friday our Stock Market Bull & Bear Indicator was bullish well before the opening belland the S&P XXX didn't disappoint ending the day up XXXX% The model gauges if the market is leaning bullish bearish or neutral More details on our website:"
X Link @ISABELNET_SA 2025-10-20T08:53Z 64K followers, 1925 engagements
/creator/twitter::1098994585815171073/posts