The stock market rally strengthened this past week. The Nasdaq composite and S&P 500 hit 2023 highs, with the Nasdaq 100 setting its best levels in more than a year. Market breadth continued to be very narrow, with gains led by AI-infused tech leaders such as Nvidia (NVDA), Advanced Micro Devices (AMD), Service Now (NOW), Google parent Alphabet (GOOGL), Snowflake (SNOW) and Palantir Technologies (PLTR).
- May 19, 2023
Weekly Newsletter
- November 4, 2025
Actionable Insight – The Long Road to Equilibrium
The wealth divide in the US is growing ever larger and the wealthy few continue to drive the…
- March 6, 2025
Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…
- January 30, 2025
Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…