Every S&P 500 sector appears overvalued at this stage on a strict P/E basis, though financials are perhaps the best hunting ground currently. (Mike Zaccardi, CFA, CMT 🍖)

Net-nets as a percent of all listed German stocks are at their long-term average level, indicating neither a scarcity nor abundance currently. (Dismissed & Asset-Backed)

Value stocks have been outperforming growth stocks in the US, and numerous other global regions, so far during the first part of 2026. (Daily Chartbook)

Over the past century or so, interestingly, the median emerging stock market has outperformed the median developed stock market. (Meb Faber)

Contrary to popular investment thinking, nominal GDP growth does appear to have a quite high correlation with strong nominal stock market returns. (Meb Faber)

Developed market inflows for equities this year have so far gone largely to international stock markets, rather than mostly into US shares. (Daily Chartbook)

Over the past century, South African and Swedish stocks have shown the highest real returns - with Finland and the US right behind. (Meb Faber)

The number of US unicorn companies (private start-ups with valuations of $1b+) has gone up at a near exponential rate during this past decade. (Mike Zaccardi, CFA, CMT 🍖)

Only three national currencies have held their value more than the US dollar since 1924, with the vast majority under-performing immensely. (Meb Faber)

The S&P 500 consumer staples sector hasn't been this overvalued on a forward P/E basis since the final peak years of the DotCom era. (Mike Zaccardi, CFA, CMT 🍖)

Based on historical data, the P/E ratio is normally a better focus for broad value-picking than either the CAPE ratio or the dividend yield. (Deutsche Bank)

The percent of US GDP that is currently being spent on computing and peripheral equipment is now very close to DotCom era peak levels. (Eric Basmajian)

Non-financial corporate balance sheets in the US are at their healthiest level this decade, even if there is still historical room for improvement. (Mike Zaccardi, CFA, CMT 🍖)

OpenAI's ChatGPT daily active user numbers have currently stalled at around the 250 million level, during the past six months or thereabouts. (Similarweb)

Venture capital deals in the US dwarf the rest of the global total combined, and that may not be set to change drastically anytime soon. (The Idea Farm)

On a NTM P/E basis, Egypt and South Africa both seem to be on the attractive side when looking at their historical market valuation ranges. (ISABELNET)

During the past two centuries and more, equities have outperformed all other major asset classes - with cash being the worst holding over time. (Mike Zaccardi, CFA, CMT 🍖)

Prices for natural gas futures tend on average to find an annual low in mid-February and peak in late November, even if every year is unique. (Mike Zaccardi, CFA, CMT 🍖)

Mid-term years tend on average to be the worst for US equities based on almost a century of data, with other years usually being more bullish. (Daily Chartbook)

After-tax corporate profit margins in the US economy for non-financial firms are currently still close to their highest levels in over 75 years. (Eric Basmajian)