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The stock market is nearing record valuations, with the Shiller CAPE ratio approaching its dot-com era peak. While today's market leaders are highly profitable, unlike in 1999, the extreme valuation …
TCW's Q2 2026 letter reviews fund performance trailing benchmarks despite market records. Highlights Intuitive Surgical's mixed quarter—solid revenue growth but weak China/Japan placements—yet remain…
TCW's Q2 2026 letter highlights AI-driven market strength, with S&P 500 hitting record highs. Palo Alto Networks led fund gains on strong AI-fueled cybersecurity growth and raised guidance, though PA…
TCW's Q2 2026 letter highlights Palo Alto Networks' AI-driven growth and raised guidance, boosting cybersecurity sentiment. Broader indices, including the S&P 500, hit record highs on strong earnings…
Despite the S&P 500 hitting record highs in 2026, a severe disconnect with consumer sentiment and warnings of an AI-driven bubble suggest a potential 10-20% equity drawdown. JPMorgan maintains a stro…
US stocks reach record highs with S&P 500 crossing 7,000. Microsoft, Tesla, and Meta prepare to report earnings, while Apple reports Thursday. Dollar stabilizes amid Fed rate decision and political p…