There’s a ‘monstrous bull market’ developing under the surface of the S&P 500. This hedge-fund manager tells you where it’s at.
The index may not move much because the stocks with the biggest weightings lag, but there’s a bull market starting to bubble elsewhere, says a hedgefund…
This 30-year market veteran is alarmed by a record-chasing S&P 500. Here’s where he’s investing instead.
Steven Jon Kaplan sees a completely irrational stock market right now, and investors ignoring a perfectly safe way to play that. Source：MarketWatch
I’m 64 years old, with two sons, but only one works in the family firm. Should I leave him 70% of the business?
“I have some reservations about the longterm stability of my younger son’s marriage.” Source：MarketWatch
‘New Girl’ star Jake Johnson lists lush and private Pasadena estate for $3.3 million
Jake Johnson is looking to sell his fourbedroom, fourbathroom Southern California property, which offers approximately 3,153 square feet of living space.…
Why the AI trade is not set up for a rebound like July’s, according to JPMorgan
Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist. Source：MarketWatch
TSMC CEO sees no sign of a slowdown as chip foundry reports record profit
The semiconductor foundry announced thirdquarter net profits of 763.34 Taiwanese new dollars, marking a record. Source：MarketWatch
Anthropic’s slowing growth could be the AI trade’s latest red flag
Anthropic’s revenue growth appears to be cooling as the company prepares for its public debut, further stoking investors’ AI jitters Source：MarketWatch
The AI trade is splintering as inflation fears rattle hyped-up tech stocks
Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout. Source：MarketWatch
Rocket Lab’s stock slides as the company pushes back Neutron’s first launch
Neutron, a mediumlift rocket meant to rival SpaceX’s Falcon 9, will no longer launch this year. Source：MarketWatch
You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go.
For most of U.S. history, an allstock and a 6040 portfolio have run neckandneck for trailing 30year returns. Source：MarketWatch
Big banks see risks in financing the AI boom, but are happy to keep writing the checks
The CEO’s the U.S.’s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there’s still no sign that investments need to…
From a record high to a 10% drop in just two months: Why small-cap stocks have unraveled so fast
Buckle up: Smallcap stocks just hit a market milestone they’d rather avoid. Source：MarketWatch