
Historical precedent suggests that the Trump bull market is running on borrowed time.
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Historical precedent suggests that the Trump bull market is running on borrowed time.

First Dave Cote transformed Honeywell. Then out of retirement he placed a stunning bet on a little known company called Vertiv.

ITA boasts lower costs and stronger 1-year returns, while PPA delivers broader diversification and superior 5-year growth.

AGNC Investment has a 12% dividend yield, but its dividend has been trending lower for over a decade.

VNQI offers a 4.7% dividend yield but costs slightly more, while HAUZ delivers lower fees and comparable five-year returns.

Berkshire Hathaway stock has produced a 72.5% total return over the past 5 years, yet current valuation checks suggest the shares may still trade below a conservative estimate of intrinsic value based on the Excess Returns model and earnings multiples. A 72.5% return over 5 years points to solid wealth creation for long term holders, even though shorter term moves have been relatively muted. Fresh capital deployment into holdings such as Alphabet, Delta Air Lines and housing related...
Investing.com -- The Federal Reserve’s stock valuation model may be regaining relevance now that Treasury yields are no longer being suppressed by quantitative easing, Yardeni Research said in a note.

In early August, former Walt Disney CEO Bob Iger and investor Josh Kushner bought a majority stake in the Los Angeles Lakers at a record $12.5 billion valuation—$2.5 billion more than the sale price a year ago. Another is not-so-obvious: tax benefits. Since 2004, pro franchises have been considered “Section 197 intangibles,” says tax expert Robert Willens.

<body><p>STORY: U.S. stock indexes closed higher Friday with the Dow gaining about 1 percent and the S&P 500 and Nasdaq rising about four-tenths of one percent each.</p><p>:: Archive</p><p>All three fell for the week as investors were rattled by fluctuating government bond yields and a lack of clarity on progress in the Middle East.</p><p>Friday’s economic data eased concerns, as the U.S. services sector posted its strongest growth in nearly two years powering a sharp acceleration in overall business activity in August. </p><p>This offset a slowing of growth in a manufacturing sector that is being restrained by reduced stock building and supply disruptions from the Iran war.</p><p>Earlier, UBS Global Wealth Management raised its year-end target for the S&P 500 to 8,100, citing a stronger earnings outlook and robust corporate profit growth.</p><p>Kevin Mahn, president and chief investment officer with Hennion & Walsh Asset Management says he expects a bumpy road for stocks in the near term but believes they will finish 2026 on solid footing.</p><p>"So I believe that the market is likely headed for more short-term bouts of volatility up to and through these midterm elections." //</p><p>"But I also believe that once we have some clarity after the midterm elections, in all likelihood, some type of lasting deal between the US and Iran, moderating inflation, and also continued strong earnings, not just from technology companies, but all S&P 500 companies will have a very strong close to the year. "</p><p>Stocks on the move included Ross Stores which added 4 percent after the value retailer raised its annual profit forecasts and reported better-than-expected quarterly results.</p><p>And retail investor platform Robinhood surged nearly 14% as bitcoin touched its highest levels since mid-May.</p></body>

Analysts published bullish new takes on the current frenzy for AI build-outs.

IHE delivered 53.2% returns over one year with lower volatility and a 0.37% expense ratio, while PBE's quantitative biotech strategy carries higher risk.

DIVO promises smoother drawdowns and monthly income, but the comfort of a covered-call strategy comes with hidden costs that compound quietly into five-figure territory on a half-million-dollar position over five years.

The latest trading day saw Kroger (KR) settling at $57.9, representing a +2.81% change from its previous close.

Vanguard's VTV carries one of the lowest expense ratios in the ETF universe, yet a quarter-million dollar investment has quietly fallen far behind a basic S&P 500 fund over the past decade for a reason the fee disclosure never mentions.

JEPI pays monthly, keeps volatility low, and manages $46 billion in investor trust. So why are smaller, lesser-known funds quietly compounding circles around it this year, and what does that gap actually cost a long-term holder?

The iconic green tractor company is priced like the best operator in its field, but its results are still trying to catch up to the market's high expectations.

STOCKS U.S. stocks rose Friday as a surging bitcoin and resilient crypto stocks helped lift sentiment. Treasury yields held near their highest levels in over a decade, however, and the S&P 500 posted its first weekly loss since late July.

The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.

Surging copper demand sent Freeport-McMoRan to a new all-time closing high Friday, based on data back to 1995. Share prices closed at $76.66, up 7.6%. Year-to-date, shares are up 51%. Copper has surged as a must-have for the AI buildout and because of U.

Bitcoin jumped 7% after President Trump sat down with crypto executives and the heads of the SEC and CFTC -- then told Congress to get moving on the Clarity Act..
US equity indexes rose markedly ahead of the close on Friday after a sharp selloff in the previous s

Since February 2026, Wells Fargo has been in a holding pattern, posting a small loss of 1.5% while floating around $83.87. The stock also fell short of the S&P 500’s 12.7% gain during that period.
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