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In April 2025, BlackRock CEO Larry Fink warned that the S&P 500 could plunge another 20% amid Trump’s tariff shock, calling the U.S. economy already in recession. Instead, the market rebounded strongly, gaining over 16% by August. This article analyzes how the world’s biggest fund manager misread short-term market moves, why his prediction failed, and …
Berkshire Hathaway, the $800 billion conglomerate, is facing a rare 25-point underperformance against the S&P 500 after Warren Buffett announced he would step down as CEO. Since May 2nd, Berkshire’s stock has fallen 14% while the S&P 500 has risen 11%, marking its steepest lag since 2020 and even worse than during the 2008 financial …
NVIDIA has made history by becoming the largest stock in the S&P 500 with an unprecedented 8% weighting as of August 10, 2025, surpassing Apple’s 2023 record. This milestone marks the highest concentration of any single stock in the index since records began in 1981, driven by NVIDIA’s dominance in AI and semiconductor markets. The …
S&P 500 Earnings Gap Widens:A dramatic shift is unfolding within the S&P 500 as the top 10 companies — including tech giants like Apple, Meta, Microsoft, and Google — have grown their net income by 180% since 2019, far outpacing the 45% growth seen by the remaining 493 firms. This blog delves into the accelerating …
Is the US Bull Market Sustainable?: U.S. markets are at record highs, but risks loom. Megan, CIO of Vernon’s Capital Advisors, discusses in a Recent Interview why investors should stay cautious ahead of the August 1 tariff deadline and uncertain Fed rate cuts. While she remains bullish long-term, she warns that tech and growth stocks …
Goldman Sachs Says U.S Market will rise 9% over the next year:David Kostin, Goldman Sachs’ chief U.S. equity strategist, shared his perspective on the market’s recent performance and the factors influencing its direction. While short-term concerns about tariffs remain, he noted that optimism for a favorable resolution is helping sustain investor confidence. Looking ahead, he …
Trade Deal with Mexico Is Key for the U.S., Says Mark Mobius: So far in 2025, global markets have shown far stronger performance than the U.S., reflecting a broader shift in investor sentiment and global trade dynamics. Germany’s DAX has surged 22% year-to-date, reaching record highs, while the UK’s FTSE 100 is up 8%, and …