AI-fueled momentum rally risks fading as history signals softer S&P 500 returns ahead: Report
The trajectory of both momentum and the broader S&P 500 would be dictated by the macroeconomic backdrop and the outlook for AI investment, Goldman Sachs said in a research report released this week. The brokerage warned that while the momentum could extend for another month, sharp rallies near market highs had historically led to below-average returns in the following months.
Read MoreBillionaire Bill Miller Beat the S&P 500 for 15 Consecutive Years. Here Are His Fund's Top 3 Ultra-High-Yield Dividend Stocks Now.
TrumpIRA.gov Is Coming in 2027. What the New Retirement Account Means for Workers Without a 401(k)
Many Americans aren’t saving enough for retirement. That’s especially true for millions of gig workers, independent contractors, self-employed workers, and employees at small businesses who don’t have access to employer-sponsored 401(k) plans or pensions.
However, a partial solution to this problem is on the way. A new federal website called TrumpIRA.gov will launch in 2027 with a new twist on retirement savings.
Cathie Wood Bets On Kalshi, But Her Ark Innovation ETF Hasn't Been Great At Timing Winners
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Cathie Wood‘s ARK Invest joined Kalshi’s $1 billion Series F last week at a $22 billion valuation, slotting the prediction market behind only SpaceX and OpenAI in the ARK Venture Fund.
Energy Stocks Are Secretly Better Than Treasuries. Here’s Why Bob Brackett Is Loading Up on Exxon and Chevron.
© Miha Creative / Shutterstock.com
Bernstein analyst Bob Brackett has a reframe for income investors who keep dismissing energy stocks because the headline yield looks thin against the 10-year Treasury. On a recent episode of The Real Eisman Playbook, Brackett argued the comparison is the wrong one entirely.
The Burst
How To Make 100% In Next 11 Months
The most important Federal Reserve announcement ever led to about as much excitement yesterday as two turtles racing to a finishing line.
Prior to the announcement by Chairman Jerome Powell, the market had forecast, with 68% probability, a 50bps rate cut.
That alone signaled that the market had priced in precisely what the Fed delivered and so when expectations became reality not a whole lot happened.
» Read more about: How To Make 100% In Next 11 Months »
Read MoreThe Ivy
AI Bets and Buffett’s Seal of Approval, Is This a Bet on a Cashless Future?
There is something inherently attractive about buying a stock and holding it for a long time. Stable don’t just have strong balance sheets that can weather rough markets but they often pay dividends, which account for as much as 95% of total returns over the past century according to research by Wharton Professor Jeremy Siegel.
» Read more about: AI Bets and Buffett’s Seal of Approval, Is This a Bet on a Cashless Future? »
Read MoreThe Spotlight
Market Commentary: Blowoff Top?
When does the market top? Looking back at prior bubbles, one rule of thumb to internalize is “when price goes vertical, a top may be near”. If you’re the mathematical type, think of the angle of ascent that price takes. Usually, a bull market plods along, slow price rises push up against the Wall of Worry.