A 48-year-old with a Master's degree in Finance from the University of Melbourne. A former pension fund asset manager, specializing in high-dividend, stable-cas
"Despite concerns that elevated valuations and increased equity issuance could weigh on the market, demand for U.S. equities has remained remarkably resilient in 2026."
🇺🇸 US stock market — today, Sept. 24, 2026 US stocks are under pressure today, with technology shares weaker. S&P 500: down about 0.4% intraday. Nasdaq: the weakest major index, pressured by tech/growth stocks. Dow: relatively more resilient.
Just 5 stocks drove 86% of the Nasdaq 100’s August gain and 84% of the S&P 500’s.
$PLTR
,
$MU
,
$NVDA
,
$TSLA
,
$AAPL
and
$MSFT
did most of the heavy lifting, another reminder of how concentrated index gains can be.
History suggests US stocks are poised for weakness as the Federal Reserve starts raising interest rates, but investors trying to gauge the ultimate market fallout are focused on how aggressively the central bank hikes and the economy's response
📣The opening of the US market has only some soft data without impact. 📷US 30-year bond yield rises to highest since 2004 as sell-off deepens The main focus for today may be news related to the US debt that could create high price volatility today or during the coming days.
Stocks don’t goup in a straight line. Corrections, crashes, and bear markets are how the train pulls back into the station to pick up more passengers. Zoom out! If this S&P 500 chart doesn't make you bullish on America, you’re fighting history. 📈
$NVDA
&
$AAPL
are both under pressure. Rising Treasury yields + Middle East uncertainty are weighing on risk assets, while tech valuations remain sensitive to higher rates. I’m watching structure and liquidity before taking an entry. No chasing.
Entire US bond yield curve is going parabolic. US01Y is at a 25-month high US02Y is at a 28-month high US05Y is at a 19-year high US10Y is at a 19-year high US20Y is also at a 22-year high US30Y is at a 19-year high
THIS IS BAD NEWS FOR STOCKS. The US 10Y yield is back above 5%, testing a major level last seen in 2007 (19 years!!). A sustained breakout will put more pressure on borrowing costs and financial conditions. Stocks don't like that.....
1.
$SOFI
Consensus expects revenue growth to slow to roughly 26% in 2027. Management still expects at least 30% compounded annual adjusted net revenue growth through 2028. And the business is currently growing well above that level. There’s a real gap here.