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ClearBridge Investments strategist Jeff Schulze argues that robust corporate earnings and solid economic growth will support S&P 500 momentum despite climbing Treasury yields, highlighting that stron…
ClearBridge strategists argue the S&P 500 rally remains resilient despite rising 10-year Treasury yields, citing strong corporate earnings and real economic growth. Historically, strong performance t…
WestEnd Capital's Q2 letter highlights strong S&P 500 net profit margins at decade highs of 14.8%, driven by robust earnings revisions. The fund also featured WaterBridge Infrastructure, citing stron…
JonesTrading's O'Rourke compares the current AI boom to the late 1990s dot-com bubble, warning of inflated valuations and risks from subsidized vendor financing for tech leaders like Nvidia, which he…
Software stocks, particularly Salesforce and CrowdStrike, are experiencing a strong rebound after being oversold, countering fears of AI disruption. Experts suggest rotating from overbought hardware …
A study indicates that stocks with high borrowing costs are typically overvalued and likely to underperform the broader market. This suggests a negative outlook for specific hard-to-borrow stocks, im…
A chief investment officer advises investors to diversify portfolios beyond the crowded AI trade, warning against heavy concentration in AI-driven mega-caps and recommending exposure to broader marke…
S&P 500's dividend yield has hit a record low near 1% as mega-cap tech stocks dominate the index, squeezing retirees' income and prompting many to shift toward Treasurys or money-market funds instead.
Portfolio manager Chris Versace initiated positions in XLV and ROBO ETFs on Aug. 5, signaling a cautious rotation out of tech-heavy S&P 500 gains. Long-term theses include an aging population for hea…
Diamond Hill Capital Large Cap Strategy underperformed the Russell 1000 Value Index in Q2 2026 due to underweighting AI and technology, despite strong contributions from its materials holdings, inclu…
Despite persistent inflation and macroeconomic headwinds, the article advises investors to maintain long-term stock market allocations, highlighting the S&P 500's historical resilience and significan…
The Schwab U.S. Dividend ETF (SCHD) is highlighted as an effective inflation hedge due to its focus on high-quality, dividend-growth companies. While SCHD may not consistently beat major indices like…
Market strategist Matt Miskin discusses upcoming Federal Reserve decisions, potential rate hikes in September, and economic stimulus impacts, highlighting risks of policy missteps amid rising bond yi…