History says that when the S&P 500 has a positive August return and a YTD return between 10% and 17.5%, the setup is bullish. Since 1945, when the market meet those parameters, the September through December rallied 91% of the time, with an average 5.6% return. That is basically
The S&P 500 Seasonal Composite still points to more upside for 2026, but the path could get choppy. U.S. stocks are entering their weakest seasonal stretch, which typically runs from mid-August to early October, so "buckle up, buttercup," and don't let short-term turbulence
8-7-26 Open vs. Closed AI? Own These Companies That Win Either Way
One of the biggest debates in AI today is whether open-source large language models will eventually disrupt proprietary models from companies like #OpenAI and #Anthropic. Some investors worry that increasingly
8-6-26 Think New Highs Are Too Late? Data Says Otherwise
$SPX$QQQ$DIA$MDY$IWM
One of the biggest mistakes investors make is assuming that a market reaching new highs means they've already missed the opportunity. History suggests the opposite may often be true.
I examine
So, the big concern with AI is who wins the LLM wars - Open vs Closed models. Assume the worst case scenario and own the stocks that benefit regardless of who wins.
Common winners: $AMZN, $GOOG, $MSFT, $NVDA, etc.
