ISABELNET

@GuidedInvest Thank you as always! 🙏

Historical seasonality indicates a flat first half of August for the S&P 500, meaning zero gains and zero losses. A truly neutral setup! 🗓️🧘‍♂️ Thanks @ISABELNET_SA! #Stocks #MarketTrends #SP500 #Finance #Seasonality

@AUDIOmercados ¡Gracias Alex! 🙏 Buena semana 🇪🇸 😎

La estacionalidad del S&P 500 muestra que agosto rara vez es un punto dulce para las acciones, ya que la volatilidad tiende a aumentar y los rendimientos suelen quedar rezagados.

@Montecristo_BM 👊 😎

@ISABELNET_SA Igualmente, buena semana !

Más datos sobre estacionalidad #SP500 en el mes de agosto

@Barchart Valuations are definitely stretched. Problem is, markets have a habit of staying irrational longer than anyone expects. High multiples don't equal "crash tomorrow," they just mean returns from here are probably muted, and the ride gets bumpier if earnings or growth disappoint. 😎

Stock Market reaches most expensive valuation in history after the Warren Buffett Indicator hits 241%, surpassing the Dot Com Bubble, the Global Financial Crisis, and the 2022 Bear Market 🤯 👀

@julie_wade 👊 😎

@ISABELNET_SA Welcome!

$ZN 30 Day Distribution As you can clearly see, 2 Sigma is 1'250 and realized volatility reached 1'205. A swing and a miss. But dealer has already sold below that 30 Day 1 at 108'240, so this is coming back down? Or if it breaks the 30 Day 1 at 108'240, then we get the regime change on ES/VIX and market can move higher. Capiche? But right now, they have the market BLOCKED from moving higher. I hope you are getting this. It's right here on the chart. Lookie here, 108'240 is PINNED. DO YOU SEE??? Until they release that pin, market is stalled at these current highs. Higher yields means this makes a move back down to capture the rest of that range they left between 1'205 and 1'250. By my calcs. Do You Know What I Mean youtu.be/YY9iVKQPeXA?si… via @YouTube

@VictoriaViorela Thank you so much, Victoria. 🙏 That's the best kind of feedback!

@ISABELNET_SA I have recommended your website to my business Master degrees students.

solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr And let's remember that 1982 was the start of a secular bull market from LOW valuations. Today we are at record high valuations. advisorperspectives.com/dshort/updates…

@themotleyfool Both take way longer than people think. Patience is boring until it suddenly isn't! 😎

The market rewards patience the same way the gym rewards consistency: slowly, quietly, and after you almost quit.

@VictoriaViorela Thank you for your kind words! 😎

@ISABELNET_SA You have great posts! Some of the best.

@KASDad Thank you as always 🙏 Have a nice trading week! 😎

It seems prudent to pay greater attention to macro mkt factors like Iran, crude prices, interest rates and the consequence of the coming midterm elections than the calendar.

@jimcramer Amazon is a marathon, not a sprint. For investors who can tolerate the swings, it's one of those rare "buy and forget" names! 😎

As you know from my piece this weekend, the one to buy on any downturn is Amazon...

@TheVolawatcher Danke Joachim ! 🙏 Schöne Woche 🇨🇭 😎

@marykingken Thank you, Mary! 🙏

Looks like the sentiment remains positive after those earnings!.

@LanceRoberts @CarsonResearch Thank you very much, Lance! Have a great week as well 😎

While the market had a furious comeback last week on short-covering, the S&P 500 fell 0.1% in July, well below its historical average of 0.8%. Statistically, this lowers the bar for year-end returns according to @CarsonResearch . Since 1950, when both June and July have been weak, the rest of the year has often had a hard time delivering much upside. h/t @ISABELNET_SA

@InversorValenc1 ¡Gracias Joaquín! 🙏 Que tengas una buena semana 🇪🇸 😎

Las recientes caídas del $NDX llevan al índice a valoraciones más ajustadas mientras q el $RTY está más "caro" mientras el índice está plano... Esos resultados....

@themotleyfool Betting on America has worked. Next 50 years won't mirror the last with rates, demographics, and debt where they are! 🤔

Over the past 50 years: - 9 recessions - 8 bear markets - Countless headlines The S&P 500 still returned nearly 12% per year.

@charliebilello Raise the ceiling, keep spending, run deficits... it works until bond investors start demanding higher rates to hold US debt. Then the arithmetic stops being fun! 🙃

Washington’s budget strategy: Raise the debt ceiling. Keep spending. Run massive deficits. Repeat. Result: The national debt is up $3.6 trillion in 13 months. Video: youtube.com/watch?v=YXM9rR…

@TaviCosta 7% could be the new normal if Treasuries keep climbing. But until list prices actually come down, the market is just stuck! 🙃

It’s all fun and games until mortgage rates start surging. They’re now approaching 7%. You see what’s happening with the US government stepping in to support the Japanese yen? The Treasury market is next. tavicosta.substack.com/p/the-next-int…