Strong Expected Q3 Earnings On Deck

Strong Expected Q3 Earnings On Deck The past few weeks have not been pleasant, but a respite may be coming. Roughly 44% of S&P 500 companies are scheduled to report earnings next week, and a strong quarter is expected. While consensus expectations are setting a very high bar at 27% earnings growth, historical trends favor […]
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SpaceX: The 800-lb Gorilla Entering the Room

SpaceX: The 800-lb Gorilla Entering the Room The biggest kids play in the biggest playgrounds. In the stock market, the biggest playgrounds are the S&P 500 and the Nasdaq 100. Every time you buy an index fund based on those indexes, you are buying all of the stocks within them. The composition of those indexes […]
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LLM End Game

LLM End Game In her book “Technological Revolutions and Financial Capital,” economist Carlota Perez explains the life cycle of great surges of economic development, such as the Industrial Revolution; the age of Mass Production; or the Information Age (internet). Each evolves in a cycle beginning with some defining event that pushes technology onto center stage, […]
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