Lance Roberts

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board's Sentiment Index. To wit:

Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually...

This website uses cookies to ensure you get the best experience on our website. Cookie Policy Privacy Policy

This website uses cookies to ensure you get the best experience on our website. Cookie Policy Privacy Policy

Discover how Walmart's (WMT) shares performed in the latest earnings report and how the stock has done better than its fundamentals.

Following President Trump's re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets.

A week ago, we reduced the holdings of Walmart's shares in our equity models. We were decently overweight Walmart versus our S&P 500 benchmark and still are, but taking profits is prudent given its technical situation and high valuations.

Comparing Walmart and Target: Learn about the different earnings reports and share price performance of these retail giants.

Discover why Nvidia stock is the AI king, with over 200% year-to-date growth and a staggering 2680% growth over the last five years.

By examining current economics, understand the concept of 'Trumpflation' and why those concerns may be overstated.