Recurring Revenue: Joseph Shaposhnik’s Winning Edge
Joseph Shaposhnik’s Winning Formula: Great CEOs + Recurring Revenue Veteran investor Joseph Shaposhnik believes actively managed funds have lost their way. “There are too many managers who spend their days making decisions based on index constituents,” he told MarketWatch. “The system is broken, but it’s fixable.” His solution: focus on businesses with predictable growth and […]
Equities on Edge: Liquidity Risks Ahead
Mike Wilson Warns: Equities Could Be Vulnerable to Liquidity Stress The major indices — the S&P 500, Dow, and Nasdaq — all reached fresh record highs last week. The S&P 500 has surged 33.75% from its April low, marking a 13.3% gain year-to-date. Investors seem to have shrugged off uncertainty around White House policies, while […]
Can Tesla Hit a $5 Trillion Valuation by 2035?
Baird: Tesla’s Future Lies in ‘Physical AI,’ Not Just Cars The market rally just widened, with small caps finally joining the climb. The Russell 2000RUT +2.51% closed at its first record high since 2021, alongside fresh peaks for the S&P 500SPX +0.48%, Dow DJIA +0.27%, and Nasdaq COMP +0.94%. That broadening strength is good news […]
Markets Near 7K? Key Reports Could Be the Catalyst
Markets Eye Two Key Data Points Could Set the Stage for October Investors appear eager to buy into Wednesday’s modest pullback in the S&P 500 (-0.10%) and Nasdaq Composite (-0.33%), despite what some viewed as a less dovish Fed decision. Part of the rebound comes from a closer look at Fed Chair Jerome Powell’s “risk […]
Fed Easing Puts Equal-Weight S&P in Focus
SocGen: Fed Cuts Could Fuel Equal-Weight S&P 500 and Global Stocks Happy Fed Day. Despite turbulence, 2025 has been strong for investors — and Societe Generale strategists say the momentum isn’t slowing down. None of the 28 major asset classes in their recommended multi-asset portfolio — spanning bonds, gold, and equities — are negative this […]
Tech Power Fuels Wall Street’s Record Run
Jonathan Golub: Tech and a Healthy Economy Will Keep Markets Climbing The S&P 500 notched its 25th record close of the year on Monday, brushing off pre-Fed jitters and setting the stage for more gains. Some investors fear the rally has run too far, but Jonathan Golub, chief equity strategist at Seaport Research Partners, argues […]
