Seagate is now the top performing stock in the S&P 500 for 2025
The GenAI bull market is expanding. Source: Mac10
Donald Trump has called for US companies to stop reporting quarterly results
He added that a shift to publishing figures twice a year will save them cash and allow executives to focus on their businesses. The US president issued his call in a post on his Truth Social network on Monday, contrasting standard practice in the US with what he depicted as China’s more long-term approach. Most publicly listed US companies are required to file quarterly and annual financial filings with the Securities and Exchange Commission, known respectively as 10-Q and 10-K disclosures. “Subject to SEC Approval, Companies and Corporations should no longer be forced to ‘Report’ on a quarterly basis . . . but rather to Report on a ‘Six (6) Month Basis’,” Trump said. “This will save money, and allow managers to focus on properly running their companies.” Source: FT
$GOOGL JUST JOINED THE $3T CLUB ALONGSIDE $MSFT, $AAPL & $NVDA
Source: Shay Boloor
Growth is the best long-term predictor of a stock market winner
Source: Invest In Assets 📈
Markets Up, Morale Down: A Summer of Disbelief by JC Parets, CMT
Throughout the summer, investors were wrong about stocks. And it was one of the greatest summers in stock market history. Below is the futures positioning among asset managers and hedge funds: the blue line represents the S&P 500, and the lighter green line shows you how underinvested they've been. They sold into the hole and never got the chance to get back in. This was a textbook V-bottom, and they're still not back in. This is one of those things that can help keep a bid underneath the market. Source: J-C Parets
Meme stocks continue to power higher since early-April lows, alongside other retail trader favorites; while classically-defensive baskets bring up the rear
Source: Liz Ann Sonders, Bloomberg
The S&P 500 is now up +31% over the last 5 months, the most since the 2020 pandemic recovery
This marks the third-biggest 5-month gain over the last 20 years. This is only 1 percentage point behind the post-2008 Financial Crisis recovery of +32%. Since the April 8th low, the S&P 500 has added a MASSIVE +$16.6 trillion in value. That is more than the size of every individual stock market in the world, except the US. Source: The Kobeissi Letter
Consensus is for cuts with no recession
Source: Goldman Sachs
