Robert

[First Trust @ftportfolios]

Everyone thinks AI companies will own ALL the profits 🤖💰
Brian Wesbury disagrees.
Why?
Competition eventually drives prices down.
Same thing happened during the internet boom.

📺 https://t.co/zQgO47K3i2
🎧 https://t.co/2bfBrNDtCd

#AI #Markets #ROIPodcast #FirstTrust @wesbury

[First Trust @ftportfolios]

Time’s Irreplaceable Value
May 28, 2026

In 1747, Benjamin Franklin famously observed, “Lost time is never found again.” Today, his words remain just as relevant—while we constantly wish for more time, it is finite. In this edition of “Three on Thursday,” we examine and explore different aspects of time in our lives. To learn more, click the link below:

https://t.co/JU0G2VqlIN

#firstTrust #threeonthursday

[First Trust @ftportfolios]

“Elon Musk getting richer isn’t the problem.” 💵

Brian Wesbury says:
➡️Innovation creates productive inequality
➡️Money printing creates destructive inequality

Big distinction 👇
📺 https://t.co/zQgO47K3i2
🎧 https://t.co/2bfBrNDtCd

#Inflation #FederalReserve #ROIPodcast #FirstTrust
@wesbury

[First Trust @ftportfolios]

First Trust Factoid of the Day
May 27, 2026
#factoid #firsttrust #CommercialRealEstate #IndustrialRealEstate #CRE #Logistics #WarehouseSpace #RealEstateMarket #EconomicData #MarketTrends #Investing

[First Trust @ftportfolios]

AI can tell you HOW a pencil is made ✏️🤖
But can it actually organize:
➡️The wood
➡️The graphite
➡️The paint
➡️The rubber
➡️Millions of people involved?

Brian Wesbury explains 👇
📺 https://t.co/zQgO47K3i2
🎧 https://t.co/2bfBrNDtCd

#AI #Economics #ROIPodcast #FirstTrust @wesbury

[First Trust @ftportfolios]

First Trust Factoid of the Day
May 18, 2026
#firsttrust #SP500 #WallStreet #MarketOutlook #Investing #StockMarket #EquityMarkets #MarketStrategy #BullMarket #FinancialMarkets

[First Trust @ftportfolios]

“Private credit” isn’t one thing. 🤔

Most headlines are actually talking about:
➡️Direct lending
➡️Mid-market lending
➡️Non-bank lenders

Brian Murphy breaks it down 👇
📺 https://t.co/w9wE92DPYo
🎧 https://t.co/5N1inpR8iI

#PrivateCredit #ROIPodcast #FirstTrust

[First Trust @ftportfolios]

Corporate earnings continue supporting the market rally.
📈 Earnings estimates are rising
📊Growth is broadening across market caps
💼Analysts continue raising 2026 projections

Read the latest Cash Flow and Carey: https://t.co/h65LNCwnBO

#firsttrust #Markets #Earnings #Macro

[First Trust @ftportfolios]

Cash Flow and Carey
A Snapshot of the S&P 500 Index Earnings Beat Rate

📈 84% of S&P 500 companies beat earnings estimates in Q1
📊Highest beat rate in today’s dataset
🚀Earnings growth reached 27.7% YoY

Full breakdown: https://t.co/S0MMFDtACK

#firsttrust #Earnings #Markets #Investing

[First Trust @ftportfolios]

The real yield on the 10 year T-note is back at its historical average.
📊 Inflation remains elevated
📈Energy prices continue to matter
🏦Fed expectations keep shifting

Latest Cash Flow and Carey: https://t.co/nM8irmFGDa

#firsttrust #Macro #FixedIncome #FinancialAdvisors

[First Trust @ftportfolios]

Regional banks are outperforming in 2026.

📈 +8.45% YTD
📊Beating the S&P 500 and large bank peers

What is driving it?

Higher rates are supporting profitability and margins.

Full breakdown: https://t.co/33G0lvtFcm

#firsttrust #Markets #Banking #Investing

[First Trust @ftportfolios]

The Mag 7 isn’t leading anymore 👀

📊 YTD returns:
Small Caps +13.0%
Mid Caps +10.2%
S&P 500 +4.7%
Mag 7 +1.4%
Why the shift?

📉 Valuations:
Mag 7 ~30x P/E
Small Caps ~16x

Markets are rotating not just rising.

👉 Full breakdown: https://t.co/r2a7poAIQn

#SP500 #SmallCaps #Markets #Investing #firsttrust

[First Trust @ftportfolios]

AI demand is driving a massive semiconductor boom🚀
📊 2025 sales:
$795.6B (record)
+26.2% YoY

And it’s not slowing 👇
• Chip shortage expected through 2027
• Supply may meet only ~60% of demand
• Semi index +36% YTD
• Earnings growth est. +88.9% in 2026

Tech ≠ hype
It’s demand + constraints.

👉 Full breakdown: https://t.co/SdARzF36NG

#AI #Semiconductors #TechStocks #Investing #firsttrust

[First Trust @ftportfolios]

For years, passive dominated flows…
Now? Active is taking the lead 👀

📊 Last 12 months:
• Active: $1.142T inflows
• Passive: $1.075T
What’s driving it?
• Commodities surge (active-led)
• $713B into bonds vs. $145B equities
• Rising geopolitical uncertainty

Markets are getting more complex and flows reflect it.
👉 Full breakdown: https://t.co/hk0rp2GYkA

#ETFs #Investing #Markets #AssetAllocation #firsttrust

[First Trust @ftportfolios]

The S&P 500 is up nearly 40% in the past year…
So why haven’t valuations cracked? 🤔
Because this isn’t just a price story
It’s a profitability story.

📊 Higher margins = higher valuations
• P/E: 15 → 23.5
• Margins: ~10% → ~14%
• EPS growth: +17.7% est. in 2026

Investors are rewarding efficiency not just chasing prices.

👉 Full chart & insights: https://t.co/PrMPFsmiT5

The real question:
Can margins stay elevated?

#SP500 #Stocks #Investing #Markets #firsttrust

[Robert @rober229867]

@Firelightfi Reminder: The community vote for the upcoming Firelight rewards schedule is now live.

All active voters will receive a bonus allocation once rewards go live.

Learn more below: https://t.co/LsDVBxdtLw

[Robert @rober229867]

Tattu 🌸 @ Tattu Edinburgh https://t.co/nGZcgwc1He

[Robert @rober229867]

Weekend pic 💕💖💗💓💘 @ Edinburgh, United Kingdom https://t.co/8PnuAuxufV

[Ricky Gervais @rickygervais]

Cheers 🥂

[Lily Robertson 🌸 @lilyrobertsonnn]

1 year ago I was in Ibiza... and now I’m working from home crying x