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Over the last century, there have been 14 major bull markets in US equities. On average, those cycles have lasted just under 5 years and delivered 177% gains. S&P500 could go over ~9000 by the end of 2027 Actually, if we project that same trajectory onto today, we

The FOMC held rates at 4.25 - 4.5% as expected. Governors Waller and Bowman dissent in favor of a 25-bps cut. That's the first time since 1993 that two Governors dissented from the policy decision. The Fed lowered its growth outlook, saying that “growth of economic

The Trump tariff "step-downs" may have taken the edge off of the worst-case trade war scenarios. Between the Treasury Bessent floating interventionist tools (including the "not-so-subtle nod to buybacks) and Waller softening up the Federal Reserve tone, there's a clear effort to engineer a sentiment