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Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.105d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations
24/7 Wall St.105d agobullish
SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance
24/7 Wall St.106d agoneutral
Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

The communication services sector is a concentration bet dressed up as diversification. After the 2018 GICS reshuffle pulled Meta, Alphabet, Netflix, and Disney out of technology and consumer discretionary, the sector became dominated by a handful of mega-cap platforms sitting alongside legacy telecom and traditional media. Anyone buying a passive sector fund here is mostly ... Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment
24/7 Wall St.106d agobullish
Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Consumer discretionary names live or die on whether households feel comfortable opening their wallets, and right now those signals are flashing in opposite directions. Right now those signals are crossing in unusual directions: the University of Michigan Consumer Sentiment Index sits at 53.3 in March 2026, deep in what economists treat as recessionary territory, yet ... Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Ray Dalio: ‘We’re On the Brink’ of Major Problems Within 2 Years
24/7 Wall St.106d agoneutral
Ray Dalio: ‘We’re On the Brink’ of Major Problems Within 2 Years

Ray Dalio is compressing his timeline. On a recent Prof G Markets episode with Ed Elson titled “Ray Dalio: The World Order Has Unraveled,” the Bridgewater founder said “We’re on the brink of some of these problems” and pegged the window at “particularly in the vicinity of, you know, two years away from what obviously ... Ray Dalio: ‘We’re On the Brink’ of Major Problems Within 2 Years

Why Paying Off Your Mortgage Could Cost You More Than Investing
24/7 Wall St.107d agoneutral
Why Paying Off Your Mortgage Could Cost You More Than Investing

On a recent NerdWallet Smart Money Podcast segment, the host worked through a scenario any retirement-minded homeowner has considered. Take a $1,000 mortgage payment. Throw it at principal and you save interest. Invest that same thousand in the S&P 500 instead. And, depending on which average return you plug in, the answer flips. After running ... Why Paying Off Your Mortgage Could Cost You More Than Investing

Gold Faces Headwinds From Higher Yields and Fading Fear but Year-End Targets Shine
24/7 Wall St.107d agoneutral
Gold Faces Headwinds From Higher Yields and Fading Fear but Year-End Targets Shine

The PHLX Gold/Silver Sector Index (^XAU) is edging lower this Friday morning by 1% even as gold spot prices tick higher to $4,644/ounce, a split tape that captures how investors are processing a calmer macro backdrop. Bullion has rebounded modestly today, with SPDR Gold Shares (NYSEARCA:GLD) trading around $425 after a fractional intraday gain, but ... Gold Faces Headwinds From Higher Yields and Fading Fear but Year-End Targets Shine

The CBOE VIX Falls to 16 Level as Risk-On Trade Returns to Market
24/7 Wall St.107d agobearish
The CBOE VIX Falls to 16 Level as Risk-On Trade Returns to Market

The CBOE Volatility Index (^VIX) has slipped below 17 to 16.55, settling comfortably into the 15 to 20 range that markets consider business as usual, a remarkable turnaround after a bruising stretch that pushed the fear gauge to a March peak of 31.05. The roughly 39% collapse over the past month tells the story of ... The CBOE VIX Falls to 16 Level as Risk-On Trade Returns to Market

S&P 500’s Strong May Footing Powered by Apple, SanDisk, and Easing Oil
24/7 Wall St.107d agoneutral
S&P 500’s Strong May Footing Powered by Apple, SanDisk, and Easing Oil

The S&P 500 (^GSPC) clinched 7,200 for the first time ever yesterday, capping its best month since November 2020, and the index is set to open May trading on a high note. Apple’s blowout earnings, a memory chip windfall at SanDisk, and falling oil combine into one of the friendliest setups stocks have seen all ... S&P 500’s Strong May Footing Powered by Apple, SanDisk, and Easing Oil