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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 7 of 7

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 7 of 7

https://x.com/Rory_Johnston/status/2038331643484627121?s=20

*[Rory Johnston](https://x.com/Rory_Johnston): the juxtaposition of crude prices (white, Brent) and the S&P 500 (blue) last week is a great snapshot of the current macro momen*

Mar 30, 2026·Energy
https://x.com/Rory_Johnston/status/2038331643484627121?s=20

https://www.apolloacademy.com/average-tenure-of-companies-in-the-sp-500-index-15-years/

*Average Tenure of Companies in the S&P 500 Index: 15 Years | March 1, 2026 | The Daily Spark*

Mar 3, 2026·Apollo
https://www.apolloacademy.com/average-tenure-of-companies-in-the-sp-500-index-15-years/

Untitled 4f82d9

US Equities – Long-term historical returns and volatilities | The Long-term Strategist Report (20 Feb 2026) | J.P Morgan

Feb 26, 2026·USA
Untitled 4f82d9

Largest Moves in S&P 500 Index, 1988-2025

> In exhibit 11, we update this analysis for the S&P 500, an index of the largest U.S. public companies, from 1988 to 2025. Consistent with past research, plausible reasons support some of the big moves, but others defy simple explanation (e.g., “Late rally on Wall Street as rebound in stocks defies latest economic news.”). This line of research makes clear that changes in asset prices have fundamental and…

Feb 26, 2026·Equity
Largest Moves in S&P 500 Index, 1988-2025

https://www.visualcapitalist.com/ranked-u-s-industries-where-companies-make-the-most-profit/

Feb 16, 2026·Profit
https://www.visualcapitalist.com/ranked-u-s-industries-where-companies-make-the-most-profit/

https://youtu.be/wT3oHqVFGG4?t=666

*#S&P500 Operating Earnings Per Share | Ed Yardeni*

Feb 14, 2026·SP500
https://youtu.be/wT3oHqVFGG4?t=666

$70 Billion. 18 Straight Outperforming Years | David Giroux (CIO of T. Rowe Price) on What Markets Are Getting Wrong

> *"The S&P 500 of today is vastly different from the S&P 500 of **2006**... it is a living, breathing entity."* — **David Giroux** (On market valuation) [00:12:02](https://www.youtube.com/watch?v=fKh6Oay6CtU&t=722s) > *"I refuse to say the 'Mag 7.' I will talk about the 'Mag 6.' **Tesla** is losing market share in every region."* — **David Giroux** (On tech leadership)…

Feb 8, 2026·Equity
$70 Billion. 18 Straight Outperforming Years | David Giroux (CIO of T. Rowe Price) on What Markets Are Getting Wrong
Source
EnergySP500Report, Blogs & Insights
+22 more tags
Macro / EconomicsCrude Oil & Energy

https://x.com/Rory_Johnston/status/2038331643484627121?s=20

Rory Johnston: the juxtaposition of crude prices (white, Brent) and the S&P 500 (blue) last week is a great snapshot of the current macro momen

View Full Article
UJ
Mar 30, 2026
Source
ApolloSP500
USAEquityReturns
+44 more tags
Source
EquityMarkets & InvestmentsMichael Mauboussin
Source
ProfitSP500Report, Blogs & Insights
+2
Source
SP500EarningsEquity
+33 more tags
Podcast
Source
EquityExcess Return PodcastFinance
+44 more tags
Markets & Investments
Report, Blogs & Insights
+22 more tags
Markets & InvestmentsUS

https://www.apolloacademy.com/average-tenure-of-companies-in-the-sp-500-index-15-years/

Average Tenure of Companies in the S&P 500 Index: 15 Years | March 1, 2026 | The Daily Spark

View Full Article
UJ
Mar 3, 2026
SP500Report, Blogs & InsightsMarkets & InvestmentsUS

Untitled 4f82d9

US Equities – Long-term historical returns and volatilities | The Long-term Strategist Report (20 Feb 2026) | J.P Morgan

View Full Article
UJ
Feb 26, 2026
+3
3 more tags
Report, Blogs & InsightsSP500US

Largest Moves in S&P 500 Index, 1988-2025

In exhibit 11, we update this analysis for the S&P 500, an index of the largest U.S. public companies, from 1988 to 2025. Consistent with past research, plausible reasons support some of the big moves, but others defy simple explanation (e.g., “Late rally on Wall Street as rebound in stocks defies latest economic news.”). This line of research makes clear that changes in asset prices have fundamental and…

View Full Article
UJ
Feb 26, 2026
2 more tags
Markets & InvestmentsUS

https://www.visualcapitalist.com/ranked-u-s-industries-where-companies-make-the-most-profit/

View Full Article
UJ
Feb 16, 2026
Markets & Investments
US

https://youtu.be/wT3oHqVFGG4?t=666

#S&P500 Operating Earnings Per Share | Ed Yardeni

View Full Article
UJ
Feb 14, 2026
Podcast
SP500
T Rowe Price

$70 Billion. 18 Straight Outperforming Years | David Giroux (CIO of T. Rowe Price) on What Markets Are Getting Wrong

"The S&P 500 of today is vastly different from the S&P 500 of 2006... it is a living, breathing entity." — David Giroux (On market valuation) 00:12:02

"I refuse to say the 'Mag 7.' I will talk about the 'Mag 6.' Tesla is losing market share in every region." — David Giroux (On tech leadership)…

View Full Article
UJ
Feb 8, 2026