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S&P 500

AI investing can now reason like Buffett, not pattern-match — Abundance founder
8 arguments: Elliott's FOGO memo, Instacart's climb to a $17B sale, Traversal's AI-SRE business at a $1B valuation, and why AI still won't sway a jury
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Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers
16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…
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Ex-Neuberger PM on Big Tech: "70% of their AI revenue is from Anthropic and OpenAI"
14 takeaways: why he counts more than 60% of the S&P 500 as one AI trade, why US banks are safe for the first time in his life, and why he closed his…
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Her sector ETF is 50% stocks, hinting at a weaker 2027, says Fairlead Strategies founder
14 calls: why breadth divergences are over-cited, a 10-year yield breakout that may stair-step higher, gold as a hedge, and a Bitcoin ETF running 70% to…
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"They are without question oversold": Fairlead Strategies founder on bank stocks
3 calls: an Nvidia target of about 262 if it breaks above 237, why a two-day dip in the S&P 500 is no cause for worry despite weak breadth, and Broadcom…
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Gold's next stop is 3,800 and the dollar is near its 103 top, a trading coach finds
13 calls: why bond yields look like they are topping, Japan's 30-year bond as the chart to watch, a pullback before 8,000 on the S&P 500, and copper as…
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Bartlett president: smart trucks are adding $300M to Waste Management's bottom line
4 calls: Why Amphenol lets investors own AI growth without betting on one hyperscaler, and why she says the market is wrong to sell NextEra with the…
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RIA Advisors strategist: each 10-year yield spike this large since 1994 preceded a drop
16 calls: why he calls 5% Treasury yields a gift, how RIA is rebuilding its bond portfolio next week, and why he says only megacap tech is hiding what…
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Animal Spirits on bonds: "the worst 10-year real return ever for the Agg"
16 calls: why 40% of S&P 500 stocks are down while the index sits near a record, why the hosts are buying 5% bond yields, and an AI assistant that…
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John Hancock strategist: bonds yield about 6%, a 20-year high, and "no one wants them"
5 calls: why this looks like 2018, why the AI trade left industrials and utilities behind, and why 2027 earnings face a high bar even with Q3 growth…
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Bond index funds lend the most money to the most indebted borrowers, says Plancorp's CIO
11 lessons: why he keeps all his own money in one global fund, why a market timer has to be right twice, and why 90 of 26,000 stocks produced over half…
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Rate-hike liftoffs usually cost stocks 8% to 14%; not yet this time — RBC strategist
6 takeaways: her four tiers of fear, from a 5% dip to losing half, why the last two midterm years broke the pattern, and why RBC cuts earnings forecasts…
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