S&P 500 Hits 7,165: Why 5 VAP Earnings Beat Got Sold Off Anyway
Week ending Friday, April 25, 2026 | Berk on Value | VAP Wealth Advisors TL;DR Five VAP holdings reported earnings this week. All five beat. Three got hammered anyway. The headline S&P 500 record close at 7,165 hides what is actually moving the tape. Intel printed a blowout Q1 , with Data Center & AI […]
Will AI Capex Save the S&P 500 from the 2026 Stagflation Trap?
The Oil Shock, the Stagflation Trap, and the Only Force Keeping Markets Afloat March 2026 | David Berkowitz, | ValueAligned Partners TL;DR Iran closed the Strait of Hormuz, choking off 20% of global daily oil supply and sending WTI crude above $100 per barrel for the first time since 2022 [Al Jazeera] The BEA slashed […]
