by Josh Leary | May 7, 2026 | Market Thoughts
Despite the April rally, legendary trader Paul Tudor Jones sees another 1-2 Years of bullish runway. He cited "productivity miracles" analogous to 1981 and 1995 in today's...
by Josh Leary | Nov 5, 2025 | Uncategorized
META: Concerns about AI Spending? Following Earnings on 10/29, META’s stock price fell -11% due to investor concerns about AI spending. However, credit investors welcomed a new Bond deal to the tune of $30B in new supply. The deal was upsized and traded well...
by Josh Leary | Aug 25, 2025 | Market Thoughts
Blackrock: Current Investing Market is “Best Ever” (8/12/25) Blackrock CIO Rick Rieder cited investor positioning, stock buybacks and yields as some reasons to be fully invested. Blackrock is the largest Asset Manager in the US, with $4.7 Trillion in...
by Josh Leary | Aug 11, 2025 | Market Thoughts
Q2 Earnings: Bullish 80% of $SPX companies have beaten revenue estimates to date for Q2, which is above the 5-year average of 70% and above the 10-year average of...
