"The S&P’s year-to-date gains has been driven almost entirely by earnings growth"
The Tech sector's contribution to S&P 500 operating earnings is expected to rise above 30% by Q4'26
"Powell oversaw one of the least dissenting FOMCs"
"When governments ramp up military spending, gold tends to sparkle"
"The tails are getting fatter"
"This 23-year chart shows just how unusual the stock market has been in 2024-2025"
