How The Power Of Compounding Shapes Stock Investing Returns
September 29, 2026
Compounding turns consistent earnings growth into substantial long-term returns.
The 10-year Treasury yield's surge above 5% ends the low-rate era, signaling a return to historical norms.
The feeling of falling behind is an illusion. The discomfort it spawns is real. A trade placed to relieve that discomfort swings at nothing the market offered.
Sixteen companies will have reported by the end of September as we gear up for peak earnings season. S&P 500 earnings are forecast to jump 23.9% in Q3, all told.
Surging U.S. Treasury yields signal a 'price-of-money reset' that is pressuring equity valuations.
Surging sovereign bond yields signal the failure of "big government" as stimulus fuels persistent inflation and unsustainable debt.
September 29, 2026
Gold rebounded to $4,170 as a collapse in oil prices eased inflation heat, countering pressure from high Treasury yields.
September 29, 2026
Tetra Tek, Inc. shows unusual put option volume, signaling bullishness for the undervalued engineering firm.
September 29, 2026
USD/CAD hit 1.4200 as conflicting Fed signals and flat Canadian GDP fueled volatility.
September 29, 2026
OpenAI seeks $30 billion in new funding at a $1.4 trillion valuation, opting to delay its IPO as revenue nears a $70 billion run rate.
September 29, 2026
Kevin Warsh navigates a precarious asset bubble by targeting the overextended AI sector for a strategic market correction.
September 29, 2026
S&P 500 internals signal a major top as 70% of stocks face corrections, mirroring the dot-com peak. Rising rates and massive AI capex at Oracle (ORCL) and Nvidia (NVDA) suggest the bull market is nearing an epic reversal.
September 29, 2026
AT&T is targeting $30 as analysts raise price targets ahead of October 21 earnings and key technical support holds.
September 29, 2026
The Blockchain.com IPO reportedly targets a $4 billion-$6 billion valuation in 2026, testing institutional demand after crypto’s valuation reset.