Discussing SpaceX IPO on Glass Half Full
Talking about what else? The SpaceX IPO with @sonusvarghese in our latest Glass Half Full. https://t.co/KTIOerZTW5
Rising Yields Signal Trouble for Bonds
Yields are going higher and bonds are struggling. What does it all mean? @sonusvarghese and I discussed it on our latest Glass Half Full. https://t.co/erLgU2VxYM
Inflation Threat Grows: New Data Sparks Concern
Even before Iran started, we were saying inflation was turning into a problem. This week's data only adds fire to the worries. @sonusvarghese discusses it in our latest @CarsonResearch blog.
Bull Market to 2027? AI Surge Drives 15% S&P Upside
Honored to join The Money Path with @ToddSchoenberg and @BizTalkTodayTV. We discussed: 📈 Bull market to 2027? 🤖 AI boom + semis 📊 15% S&P upside? 🏦 Fed, inflation & bond risks https://t.co/6aMhLGGh1c
Global Bull Market Calls for Diversified International Exposure
This four pack in @FrankCappelleri's note today hammers home what we've been saying for 15 months now, this is a global bull market and you should have exposure around the 🌎vs just the US. Mexico, Italy, Hong Kong, and Singapore all...
7,680 Target Now Feels Achievable, Not Crazy
The 7,680 target that @FrankCappelleri noted a couple weeks ago doesn't sound so crazy now. https://t.co/aLsedsc8YU
Credit Spreads Hit Record Lows, Fueling Bull Market
Credit spreads continue to make new lows, which continues to support the overall bull market. Nice one in @scottcharts note today. https://t.co/hBCAXw2vsD
Bullish AI Call Proves Right Amid Market Volatility
A year ago, we had @DivesTech join us on Facts vs Feelings and he was quite bullish AI. Dan takes a lot of heat when these volatile names drop, but you have to hand it to him, he has been...
Tariff Fears Debunked: Foreign Investors Still Buying US Assets
Remember a year ago when they told us that foreigners would sell US assets due to tariffs? Nice one from @Callum_Thomas putting that to bed. https://t.co/okFJv64ojx
Stocks Ignore Oil Surge; Real Price Near Historic Average
Why are stocks seemingly ignoring higher crude oil? Maybe because adjusted for inflation it isn't anywhere near high levels? Going back 20 years, WTI has averaged about $98/barrel. It is currently $95/barrel. 🛢🛢🛢 https://t.co/FQOiHZ1It2
May/June S&P Peaks Signal Mid‑teen 2026 Returns
New highs in May/June are usually a good thing, as only twice going back the past 76 years has the S&P 500 peaked in these two months. We continue to see mid-teen returns in 2026 (which we reiterated in late...
Eight Straight S&P 500 Gains: Rare Streak History
It has been a long time since the S&P 500 fell 1%. In fact, it has made eight 1% gains in a row without one. Only 13 other times have we seen a streak like this and here's what happened next those...
Six-Week S&P Surge Signals Rare Bullish Opportunity
The S&P 500 is up six weeks in row and >10% during the win streak. This is only the 10th time that has ever happened (since 1950) and it was lower a year later only once (80 yrs ago), with an...
Bull Market Began 2013; Skeptics Proved Wrong.
Unless you were there, I can't stress to you how bearish everyone was right as we started the secular bull market back in 2013. Here's a clip of me talking about it. For 13 years, I've pretty much said the...
U.S. Government Debt Swelled Nearly Tenfold Since Magazine Cover
According to @awealthofcs, government debt is up from $430 billion when this magazine cover came out to nearly $40 trillion today. That is almost a 10x. https://t.co/ELdzuCU36y