STOCKS

Stock Market

U.S. Equity Markets: Evolution and Outlook

We'll explore the dynamics that have shaped the course of the major U.S. equity indices and provide insights about the potential future of this market.

Nasdaq Composite: Evolution and Outlook

We discuss the drivers that shaped the course of the Nasdaq Composite post-2020. We'll wrap up by examining potential factors that might determine the market's direction in the future.

Nasdaq-100: Evolution and Outlook

We examine the main factors shaping the Nasdaq-100 since 2020 and speculate on its future trajectory.

S&P 500: Evolution and Outlook

We discuss the dynamics that have shaped the trajectory of the S&P 500 since 2020 and provide insights on the potential drivers that might influence this market.

Dow Transports (DJT): Evolution and Outlook

We explore the forces that have shaped the course of the DJT since 2020 and provide our view on the potential drivers that might influence this market moving forward.

DJIA: Evolution and Outlook

We explore the drivers that have shaped the trajectory of the DJIA since 2020 and provide our insights on the potential factors that might influence this market moving forward.

AI and Equities: an Affair or a Relationship?

Artificial intelligence (AI) is revolutionizing the economy by substantially enhancing efficiency and productivity. That is, we are witnessing the early phases of what could very well become a transformative era in our history.

Is the S&P 500 Poised for a Melt-up?

While we expect a recession, probably at some point next year, we believe that the market will continue to rise for the next few months.