Join our neighborhood community garden planting event this Sat 10am at Central Park! Bring gloves and let’s green our space together—free seedlings u0026 snacks provided!
Just found the most mouthwatering truffle mushroom pasta in the city! Creamy, earthy, and perfectly al dente—this spot’s a must-try for comfort food lovers.
“They are disproportionately admitting certain minorities at the expense of students who are white or Asian who have higher scores. And this is illegal.”
— Harmeet Dhillon revealed that the DOJ has expanded its race-based admissions probe to 30 medical schools, including UCLA and Yale
@HarmeetKDhillon@BiancaDLGarza
Goldman reiterates their 8,000 target for the SPX by year end:
The path will remain bumpy, but earnings growth should continue to lift US equities. We expect the S&P 500 to rise 8% by year-end to our target of 8000.
Elevated trading leverage and uncertainty about both the macro outlook and the AI buildout suggest volatility will persist. But investors have dealt with uncertainty by anchoring on near-term earnings, and the outlook for earnings is solid.
YTD returns of 8% for the S&P 500, 34% for AI infrastructure stocks, and 2% for the rest of the index mirror earnings revisions for each group. Within portfolios, we recommend focusing on earnings strength, reducing volatility by owning both AI infrastructure companies and stocks that have earnings tailwinds and low correlation to the AI trade, such as our "insensitive portfolio".