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Brennan Asset Management's Q2 2026 investor letter highlights elevated S&P 500 valuations amid massive AI infrastructure spending and shifting geopolitical dynamics. The fund also reviewed its turnar…
Brennan Asset Management released its Q2 2026 letter, highlighting Millicom International Cellular while noting high S&P 500 valuations, heavy AI infrastructure spending, and falling oil prices amid …
The S&P 500's forward P/E ratio has declined from 22.2 to 20 as robust earnings growth outpaces market price gains. Market breadth is broadening, led by high-momentum industrial and infrastructure st…