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John West: Perfect Market Timing Is Still a Losing Bet
etf.com36d agoneutral
John West: Perfect Market Timing Is Still a Losing Bet

<p>It’s easy for investors to get caught up in trying to time the perfect entry and exit point in markets. However, even with perfect clarity and timing, it’s a strategy that leaves them on the losing side in the long-term according to John West, Co-Founder of Flatrock Wealth Partners. </p>

Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity
24/7 Wall St.36d agoneutral
Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity

Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office that stood up quietly late last year with an initial budget of roughly $225 to $226 million, is slated to receive $54.6 billion ... Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity

Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up
24/7 Wall St.37d agoneutral
Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up

Ben Snider, Chief U.S. Equity Strategist at Goldman Sachs, went on CNBC to say something that should register with anyone who has been happily riding this market higher. The character of this market is shifting midyear, and the driver is a substantial increase in a substantial increase in leverage across investor types: retail margin debt, ... Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up

Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end
24/7 Wall St.37d agoneutral
Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end

Ed Yardeni is holding firm through the AI bubble debate. On Squawk Box, the veteran strategist and president of Yardeni Research argued that the current market rally rests on earnings, and he reiterated an aggressive S&P 500 target of 8250 by the end of 2026. The benchmark closed last week at 744.78 on the SPDR ... Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end

July Is the S&P 500's Best Month: These 5 Tech Stocks Beat the Market
Benzinga37d agobullish
July Is the S&P 500's Best Month: These 5 Tech Stocks Beat the Market

July has historically been the U.S. stock market’s best month. The S&P 500 — as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) — rose 2.56% on average over the past 20 years in July, the strongest average return of any month. The index finished July higher 80% of the time and has closed green in each of the past 11 Julys. • Apple stock is showing upward bias. Where are AAPL shares going? A subset of large-cap technology stocks has done even better. Data compiled on TradingView across the same

Stock Indexes Fall as Chipmakers Retreat
Barchart37d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year
24/7 Wall St.37d agoneutral
Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Unnerved by market swings, a 66-year-old single retiree has roughly 90% of her $1.7 million portfolio parked in cash and short-term bonds. The portfolio feels safe and sleep comes easier. That comfort has a potential price tag — roughly $39,000 a year in foregone returns. How do we reach this number? Here’s our scenario: Roughly ... Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Insiders Are Dumping Micron At The Highest Rate Since 2010. Is It Time To Get Out?
24/7 Wall St.37d agoneutral
Insiders Are Dumping Micron At The Highest Rate Since 2010. Is It Time To Get Out?

Micron insiders have sold more than $100 million in company stock over the past 24 months, and they’re not slowing down. Per the Oppenheimer desk, as cited by CNBC’s Carl Quintanilla on Bluesky this morning, “$MU, the second-best performing SPX stock YTD, is seeing insider selling at the highest level on record since 2010.” That ... Insiders Are Dumping Micron At The Highest Rate Since 2010. Is It Time To Get Out?

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared
24/7 Wall St.37d agoneutral
The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Replacing $1,500 a month in portfolio income looks simple until yield enters the equation. At a 3.5% yield, you need roughly $514,000 invested. At 6%, the target falls to $300,000. At 10%, it drops to $180,000. Those numbers seem to reward the highest-yielding portfolio, but the real question is what you may have to give ... The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Top Wall Street Strategist: The S&P 500 Could Hit As High As 8,800 This Year, But a 10-20% Drop May Come First
24/7 Wall St.37d agobearish
Top Wall Street Strategist: The S&P 500 Could Hit As High As 8,800 This Year, But a 10-20% Drop May Come First

Fundstrat’s Tom Lee laid out a roadmap for where he saw the market going for the rest of the year on a CNBC Squawk Box interview on July 6, 2026, arguing the S&P 500 can grind to 8,000 by year-end, with upside to 8,400 to 8,800, but that would likely come only after surviving a ... Top Wall Street Strategist: The S&P 500 Could Hit As High As 8,800 This Year, But a 10-20% Drop May Come First

Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?
24/7 Wall St.38d agoneutral
Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?

Microsoft (NASDAQ:MSFT) looks mispriced, and the discomfort is the whole point. The company is cutting roughly 4,800 jobs, about 2.1% of its workforce, while telling investors it will spend roughly $190 billion on capex in calendar 2026 to feed AI and Azure. Microsoft is the closest thing the S&P 500 has to a pure AI ... Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
24/7 Wall St.38d agoneutral
AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet
24/7 Wall St.38d agoneutral
AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

The pitch for the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) has quietly changed. For years BOTZ was sold as a niche automation bet, a fund for people who wanted factory-floor exposure without picking Japanese conglomerates one at a time. Now, with generative AI running out of party tricks, BOTZ has repositioned itself as ... AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.
24/7 Wall St.38d agobullish
$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

The math on retirement saving punishes late starters in ways most people underestimate. A 25-year-old who sets aside $300 a month and earns a 7% average annual return finishes at age 65 with roughly $787,000, having contributed $144,000 of their own money. A 40-year-old who tries to catch up by putting $800 a month toward ... $300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs
24/7 Wall St.38d agobullish
The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

European stocks are having their loudest year in a decade, and the Vanguard FTSE Europe ETF (NYSEARCA:VGK) is the vehicle most retail investors will consider. VGK trades around $90, up 18% over the past year, while every US finance headline focuses on hyperscaler capex and AI compute. If you want to bet that the next ... The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

A 2.86% Yield, 0.08% Fee, and 75 Stocks: Is HDV the Anti-Hype ETF?
24/7 Wall St.38d agoneutral
A 2.86% Yield, 0.08% Fee, and 75 Stocks: Is HDV the Anti-Hype ETF?

Dividend funds pulled in $24.1 billion in the first quarter of 2026, their strongest opening quarter in four years, and a lot of that cash went looking for a boring place to hide from AI-hype exhaustion. The iShares Core High Dividend ETF (NYSEARCA:HDV) is one of them. HDV holds 75 positions, charges 0.08%, and yields ... A 2.86% Yield, 0.08% Fee, and 75 Stocks: Is HDV the Anti-Hype ETF?

Why Retirees Choose 4% Income (or 2% income post forward split) Over 10% Growth in One ETF
24/7 Wall St.38d agoneutral
Why Retirees Choose 4% Income (or 2% income post forward split) Over 10% Growth in One ETF

The ProShares S&P 500 Dividend Aristocrats ETF (NYSEARCA:NOBL) is built for one job: deliver a slowly rising income stream from companies that have raised their dividends every year for at least a quarter century. NOBL trades near $57.60 at the time of this writing (had 2-for-1 forward split on May 28) and pays a quarterly ... Why Retirees Choose 4% Income (or 2% income post forward split) Over 10% Growth in One ETF

The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.38d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?
24/7 Wall St.38d agoneutral
Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?