Dr. Ed Yardeni, who studied economics under Nobel Prize winner James Tobin at Yale and served at the Federal Reserve, projects the S&P 500 could reach 10,000 by 2030 in his “Roaring 2020s” scenario. Technology and Communication Services now make up about 45% of the S&P 500, a concentration level
The Dow Crashed 870 Points on Tuesday. Here’s What Smart Money Did Next. What Triggered Tuesday’s 870-Point Crash? The Greenland situation escalated fast. On Saturday, January 18, Trump announced via Truth Social that eight NATO members would face tariffs “until such time as a Deal is reached for the Complete
Peter Lynch’s Fidelity Magellan Fund averaged 29.2% annual returns from 1977-1990 , turning the fund from $18 million to $14 billion in assets ( Wikipedia). Despite this record, the average Magellan investor lost money during Lynch’s tenure due to poor timing decisions ( Fidelity Study). The Behavior Gap —the difference
Record Highs, But What’s Beneath the Surface? The market roared into 2026. The S&P 500 closed the first full trading week at 6,966.28—a new record high and 1.6% above the previous week’s close (Seeking Alpha). The Dow Jones Industrial Average crossed 49,000 for the first time (Yahoo Finance). Headlines made
The first full trading week of January 2026 delivered a masterclass in market mechanics. While the S&P 500 touched new highs and financial media celebrated the headline numbers, the real story played out beneath the surface. Money moved—violently—from the technology giants that dominated the previous three years into smaller, domestically
Dividends contributed 31% of S&P 500 total return since 1926 ( S&P Dow Jones Indices) — and from 1960 forward, 85% of cumulative return came from reinvested dividends ( Hartford Funds). During the 1973-74 crash, the S&P 500 dropped 45% but dividends held steady; in 2000-02, stocks fell ~50% while
Corporate boardrooms have spent three years drowning in AI announcements. Every sector has raced to trumpet initiatives. Few companies offer an unvarnished view of what enterprise-level adoption actually requires. Accenture’s Q1 2026 earnings call, released December 18, 2025, cuts through the noise. The consulting giant sits at the center of
David L. Berkowitz, Chief Investment Officer and Financial Advisor Nearly 40 years of experience—from trading and research at a $250 million hedge fund in the early 1990s, to two decades as a portfolio manager, to teaching thousands of executives and employees how to create shareholder value through EVA and value-based
Broadcom dropped 11% in a single session despite beating earnings estimates— AI margin concerns triggered the selloff, not weak fundamentals. The Federal Reserve cut rates by 0.25% to a range of 4.25%–4.50%—its third consecutive cut this year—but signaled only two more cuts through 2025. Central banks bought over 1,045 tons
David L. Berkowitz, Investor and Advisor Nearly 40 years of experience — from trading and research at a $250 million hedge fund in the early 1990s, to two decades as a portfolio manager, to teaching thousands of executives and employees how to create shareholder value through EVA and value-based
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