Market Titans Collide
Andrew Left Warns Palantir’s Valuation Makes Nvidia Look Cheap The past two trading days have been unusual — maybe the long-anticipated market rotation has begun, or perhaps it’s just summer’s light-volume quirks paired with optimism over the Fed’s rate-cutting path. Small-cap stocks and homebuilders have surged for two straight sessions, while high-flying momentum names have […]
Tech & Policy Fuel Bold Market Forecast
An ‘Unreasonable Rally’ Is Brewing, Fueled by Tech Breakthroughs and Fiscal Shifts Tuesday’s hotter-than-expected inflation reading barely slowed Wall Street’s momentum—stocks pushed higher anyway. For James Thorne, chief market strategist at Wellington-Altus, that’s just the start. In a new report, he sets a bold target: the S&P 500 hitting 7,500 by next spring—a 16% jump […]
Markets Poised for Liftoff at 6,500, Says Trader
In Thin Summer Markets, Round Numbers Can Pull Prices Higher, Says Lord Fed The S&P 500 is hovering just shy of a record close, and while some see the thin air at these levels as unsustainable, one market voice sees it differently. Lord Fed — the pseudonymous investor behind Lord Fed’s Gazette, Substack’s 13th most […]
Tech’s S&P 500 Weight Hits 2000 Levels
S&P 500’s Tech Weight Hits Dot-Com Era Levels — But Could Go Higher The S&P 500 came within a whisker of its 16th record close this year on Friday, while the Nasdaq notched its 18th. Futures point to more highs ahead, though the rally’s staying power remains in question. Howard Lindzon, co-founder and CEO of […]
Dollar Trouble? Stagflation May Be Coming
The Dollar Faces a Wile E. Coyote Moment, Economist Warns The U.S. dollar could soon face a gravity-defying fall — much like Wile E. Coyote running off a cliff — according to Savvas Savouri, managing director at London-based economic advisory firm QuantMetriks. Savouri argues that stagflation is looming in the U.S., and the signs are […]
Coal Stocks: Cheap, Unloved, Profitable?
Cheap Coal Stocks Are Luring Contrarian Investors — Even as the Industry Remains Deeply Unpopular Coal remains one of the most reviled sectors in the investment world. But that may be exactly why some are betting big on its comeback. Despite falling out of favor in the early 2000s, coal demand could remain strong through […]
