Earnings Season Set to Test 2026’s Broadening Trade in Stocks
Abstract: The 493 is Expected to Lead Earnings Growth, But Not Without Energy Consensus expects…
Abstract: The 493 is Expected to Lead Earnings Growth, But Not Without Energy Consensus expects…
Abstract: Equity market valuations are currently in conflict – on a trailing basis, stocks are…
Abstract: Treasury yields have been surging and rates have been pressuring S&P 500 multiples. Since…
Abstract: Bond Markets Approach Long Term Norms, Surge Mostly on Improving Growth Outlook Rates across…
Abstract Since early July, US average diesel prices are up nearly 37% while unleaded gas…
AI model developers are discussing a slower pace of frontier model development as concerns about…
Abstract: Small cap stocks have fared well year to date, powered higher by a resurgence…
Abstract: Valuations May Remain in a Downtrend with Interest Rates on the Rise The yield…
Abstract: Presidential Election Cycle Theory generally supports the outlook for stocks next year. According to…
Abstract: SpaceX, Anthropic and OpenAI are getting all the hype but the pipeline of US…
Abstract: The AI-powered earnings advance is the gift that keeps on giving to stocks, as…
Abstract: Contrary to popular narratives, investment booms of the last 150 years do not show…