How high will the S&P get this year?

Before he went to Microsoft, Matthew Ball put out that State of Gaming report for 2026 and pointed out that Konami was one of only 3 listed video game companies (outside of China) whose growth beat the S&P 500 over the past two years. Up there with Roblox, and ahead of Take- Two.

Seems like it's dividend long, but in general short for leveraged funds in S&P500. Now if these are hedge positions or directional bets… what do I know, I barely know what I'm looking at here but it's definitely interesting when looking at both the index and its dividend counterpart.

SpaceX shares tumbled to around $124 on Friday, extending a slide that has erased more than 40% of value from post-debut highs above $225 The slump has pulled the weighted-average return for 2026 U.S. IPOs down to 6%, lagging the S&P 500 at 11%

US IG #credit has significantly underperformed equities when stocks (particularly big tech) rally. Since the onset of the #Iran conflict, S&P 500 has returned nearly 10%, while USD-denominated IG credit has risen by just 0.9% (cum. excess return), as of July 14, chart #GoldmanSachs

#Chip stocks are more volatile relative to the broader market than at any point in more than 30y. This chart compares how much #semiconductor stocks, represented by the #Sox , move day to day with moves in the S&P 500, chart @financialtimes.com www.ft.com/content/bcb3...

even just the basic S&P 500 has outperformed housing.

You know these homeowners who crowd Town hall meetings and everything trying to protest affordable housing if their only concern is property value are smoothbrained idiots. housing prices might rise every year but so too does the S&p500 and the VTI and while houses might appreciate 4 percent every

<<Earnings Scoreboard: 100% of S&P 500 early reporters beat EPS estimates as Y/Y growth hits 26 firms> Great job, sell-side baggies. Sandbag it a little more. $SPCX losses report will be awesome.

Earnings Scoreboard: 100% Of S&P 500 Early Reporters Beat EPS Estimates As Y/Y Growth Hits 26 Firms - SeekingAlpha

🚨 While the S&P 500 dropped -1.55% this down week, Dad Street’s flagship Value strategy rose +2.4%. That’s +3.9% alpha in 1 week. Since launch: Average: +6.6% S&P 500: +3.1% Alpha: +3.5% Every Value stock posted on Sundays, before open. Real performance. Real dates. Track record public.

Global stocks sank as investors sold off semiconductor shares, signaling skepticism about the sustainability of the AI boom. Wall Street was downbeat on Friday: the tech-heavy NASDAQ and the S&P 500 were down by 1.4% and 1%, respectively. Earlier, European and Asian stocks fell. 1/2

that's the hardest half of the figure drawing down! this page is genuinely very close to being finished now! ...maybe i can finish the rest in time for trading at SPX.

Today I learned how compounding interest steals from the poor and middle classes. The US economy (pie) is currently growing at 2%, yet people invested in assets like the S&P 500 index earn 10% on average (slice). If you personally grow your slice faster than the pie is growing, it means ...

$SPX $SPY $QQQ $IWM A few top performing index lottos of the week from July 13 - 17. #consistentprofits #bluevillecapital

$ES_F $SPY $SPX $NQ_F $NDX $QQQ Futures Weekly Points Summary from July 13 - 17. #consistentprofits #bluevillecapital

The AGONY. Danny Elfman’s doing his farewell tour, and he’s playing my area on a MONDAY the day after SPX. A) I will be exhausted, B) theoretically I will be teaching class, but C) I haven’t seen him live since before the Simpsons. aaaaauuuuggggh.

Mid summer angst is healthy. “All 11 S&P 500 sectors have positive forward earnings growth, and eight are growing at double-digit rates.” finance.yahoo.com/markets/arti...

SpaceX stock has shed ~$1 trillion in market cap from its June peak and now trades below its $135 IPO price — with lock-up expirations and S&P 500 exclusion removing the two next buying catalysts. #worldbyflow #spacex #spcx #starship #ipo

Wolf predicts the bubble will burst soon: “a handful of AI-linked stocks accounts for roughly 40 per cent of the S&P 500’s market capitalisation” His piece is full of fascinating facts. Govt debt is now where it was after WW2. Yet what public investment do we have to show for it??

Weekly US vol read, Jul 14-18 OPEX. The S&P fell about 1 percent. The equal-weight S&P closed at a record high Thursday. One index, two stories. $QQQ -1.5% $SPX -1.0% $IWM -0.5%. Nasdaq worst, small caps best. That is a rotation, not risk-off. #volatility #options #derivatives