AI’s 10% GDP Promise: What Capital Markets Are Already Pricing In
BNP Paribas projects AI could lift U.S. GDP by more than 10% by 2034. Here’s what that forecast means for investors, interest rates, and capital markets right now.
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Equal-Weight ETFs Are Beating the S&P 500. Here’s Why It Matters.
S&P 500 mega-cap concentration is backfiring in 2026. Equal-weight ETFs like RSP are quietly outperforming. Here’s what that means for investors.
Sell in May: What Six Decades of Data Actually Show
The “Sell in May and Go Away” pattern is real but imperfect. Here is what six decades of S&P 500 data, academic research, and 2026 market conditions actually reveal.
Q1 2026 Earnings Season: Wall Street Expects Surprise Beats
Morgan Stanley and Fundstrat are calling for surprise beats as Q1 2026 earnings season kicks off. Here’s why analysts think the chaos may actually help.
Goldman Says Buy Tech. The Worst 50-Year Stretch Just Became an Opportunity.
Tech stocks are having their worst stretch of performance relative to the broader market in half a century. Goldman Sachs says that’s exactly why you should be paying attention.
Bill Ackman Just Made His Biggest Bet Yet. It’s Not a Tech Stock.
Pershing Square’s $64.4 billion proposal to acquire Universal Music Group is the most audacious activist move in years — and it tells you something important about where smart money thinks the next decade of returns lives.
Iran Can’t Win a Missile War. It Can Win a Cyber One.
While Wall Street fixates on oil prices and Hormuz tanker routes, Iran’s most credible counter-punch against U.S. strikes isn’t military — it’s digital. Here’s what that means for cybersecurity stocks and the investors paying attention.
AI May Replace Your Financial Advisor. There’s One Problem.
An MIT professor says AI is coming for financial advisors — and the technology is almost ready. The missing piece isn’t computing power. It’s something much harder to build.