Too much of the increase in earnings for the $SPDR S&P 500 ETF Trust(SPY)$ comes from tech companies saying their stake in OpenAI is worth more. And without it, not much else is increasing earnings. I think we're ripe for a correction, especially with the Iran war unresolved and the slide in the yen with repeated unsuccessful USDJPY interventions.
He will be proven right again. Much of the increases seen in big tech revenue and profits is a mirage. It is either from the unprofitable companies they invest in or revaluing equity positions or both.
The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal
Government statistics get a bad rap but they are often compiled on very small budgets with no funding for any major changes. Maybe they will finally get a budget to allow changes.
Can Walmart Help the Fed Harness Real-Time U.S. Economic Data? We’re About to Find Out
Why would anyone buy INTC at a forward PE over 100 when TSM is on a forward PE of 26? Pure bubble behavior where you are gambling instead of investing.
Semiconductor Stocks Are on a Historic 32-Year Run. Here's What Usually Happens After a Rally Like This
I'm going to be voting NO on $AES Corp(AES)$ buyout. They sold out to BlackRock based on one of the lowest stock prices in the last 8 years (in June 2025) i.e. just after Liberation Day sell off. And if anyone puts a in motion to get rid of the c-suite and board then I'll vote YES.
GIP And EQT Consortium To Buy AES For $10.7 Billion Cash
i think $NVIDIA Corp(NVDA)$ will pop after the announcement but then a day or two later the market will remember their war, tarrifs, economy, or over investment fears and it will trend down again
Only a fool would think this is over. Negotiations between Iran and USA are ongoing and I'm sure there will be more threats made during the next few weeks. The second warship is still on its way from the Caribbean and the last strikes on Iran occurred after negotiations that were reported to be progressing well.
This article is idiotic. If you invested at the top of the market in 1929 and remained invested during the 86% drop, it would have taken 13 years of growth at 16% per year to get back the money you invested in 1929. That also assumes that you had an index and were not invested in companies that went bust. Don't ride the market down!