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Joe Saladino: “Touch Your Portfolio Just Once a Year. That’s It.”
24/7 Wall St.85d agoneutral
Joe Saladino: “Touch Your Portfolio Just Once a Year. That’s It.”

The instinct to do something when markets convulse is almost universal, and almost always expensive. That tension was on full display in April 2026, when tariff announcements rattled global markets and brokerage inboxes lit up with panicked questions. Joe Saladino, speaking on Paula Pant’s Afford Anything podcast, offered a counterintuitive prescription: pick a date on ... Joe Saladino: “Touch Your Portfolio Just Once a Year. That’s It.”

Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This Century
24/7 Wall St.85d agobullish
Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This Century

Utility stocks have been in the market limelight recently, and a big reason comes down to rising electricity demand from the artificial intelligence (AI) build-out. Data centers consume an enormous amount of power, and as hyperscalers race to expand infrastructure, investors have started piling into utility companies expected to benefit from rising electricity demand, transmission ... Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This Century

Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late
24/7 Wall St.86d agobearish
Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

Andrew Sather of The Investing for Beginners Podcast recently made a point that should reshape how investors think about recession headlines. "When people say there’s a recession, they’re saying it 6 months after it happens. Like, that’s the literal definition of it. You have to wait 6 months," he said on the episode Back to ... Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

Fed’s Long-Term Inflation Forecast Hits 19-Year High
24/7 Wall St.86d agoneutral
Fed’s Long-Term Inflation Forecast Hits 19-Year High

For much of the past two years, Wall Street treated long-run inflation expectations as the boring part of the macro story. Short-run prints whipped around. The five-year horizon stayed anchored. That assumption broke this month. The Cleveland Fed just published its highest five-year inflation expectation in 19 years, a reading that sits above the levels ... Fed’s Long-Term Inflation Forecast Hits 19-Year High

Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late
24/7 Wall St.86d agobearish
Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

Andrew Sather of The Investing for Beginners Podcast recently made a point that should reshape how investors think about recession headlines. “When people say there’s a recession, they’re saying it 6 months after it happens. Like, that’s the literal definition of it. You have to wait 6 months,” he said on the episode Back to ... Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging
24/7 Wall St.86d agoneutral
The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) keeps rising more and more, no matter how “bad” the news gets. Since Election Day 2024, the index is up 30%, a run that has absorbed a shooting war with Iran, a tariff regime that rewrites itself by tweet, and an inflation print that refuses to behave. The ... The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

Former Fed Official: The Fed’s Biggest Mistake Wasn’t Rate Cuts. It Was Keeping Them Low Too Long.
24/7 Wall St.88d agobearish
Former Fed Official: The Fed’s Biggest Mistake Wasn’t Rate Cuts. It Was Keeping Them Low Too Long.

For much of the post-2008 era, Wall Street treated zero interest rates as a permanent feature of the landscape, a kind of monetary gravity that pulled every asset price higher. Stocks ran. Bonds ran. Private credit ran. The benchmark S&P 500 vaulted off its 2009 low while the technology-packed Nasdaq Composite did even better. But ... Former Fed Official: The Fed’s Biggest Mistake Wasn’t Rate Cuts. It Was Keeping Them Low Too Long.

Trump's Iran War Risks 'Unmoored' Inflation And 'Weaker Economy,' Warns Moody's Chief Economist As Ed Yardeni Sees July Rate Hike
Benzinga88d agoneutral
Trump's Iran War Risks 'Unmoored' Inflation And 'Weaker Economy,' Warns Moody's Chief Economist As Ed Yardeni Sees July Rate Hike

Geopolitical tensions from the Iran war are raising alarms on Wall Street, with top economists warning that inflationary pressures could force the Federal Reserve into aggressive rate hikes. Inflation Fears And ‘Economic Damage’ The economic toll of the Iran war is extending far beyond rising commodity prices. According to Mark Zandi, chief economist at Moody's Analytics, surging interest rates—highlighted by the 10-year Treasury yield jumping to 4.6%—reflect a rapidly shifting landscape. Zandi

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit
24/7 Wall St.90d agoneutral
The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s and IRAs, and parks another $1.2 million in a brokerage account that holds a single S&P 500 fund. The 401(k) is maxed. The mega backdoor Roth is maxed. The next tax dollar saved has to ... The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.
24/7 Wall St.91d agoneutral
Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

Ben Carlson, portfolio manager at Ritholtz Wealth Management and the voice behind A Wealth of Common Sense, dropped a line on Morningstar’s The Long View podcast that I keep coming back to. Co-host Jeff Ptak summarized Carlson’s thinking as “it’s not the latte, it’s the Lexus,” and Carlson agreed, adding “and it’s the house too.” ... Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

Stocks Slide as Inflation Fears Lift Bond Yields
Barchart92d agoneutral
Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

Stocks Tumble on Inflation Jitters
Barchart92d agobearish
Stocks Tumble on Inflation Jitters

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”
24/7 Wall St.92d agoneutral
The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three ... The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios
24/7 Wall St.93d agobullish
DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first U.S.-listed fund built entirely around memory chip makers, and it has already returned 85% since inception. For a retiree screening DRAM as an inflation hedge or AI-themed growth sleeve, that headline number is the wrong place to start. DRAM is a concentrated, ... DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios

SpaceX IPO Will Force Index Funds to Buy $7 Billion in One Day. What Happens to Nasdaq Next.
24/7 Wall St.93d agobullish
SpaceX IPO Will Force Index Funds to Buy $7 Billion in One Day. What Happens to Nasdaq Next.

Dave Nadig, the longtime ETF analyst, went on Barry Ritholtz’s Masters in Business: At The Money podcast and described the upcoming SpaceX IPO as “one of those get-the-popcorn moments in markets.” The reason centers on index plumbing that most passive investors never think about. NASDAQ is reportedly waiving its standard six-month seasoning period so SpaceX ... SpaceX IPO Will Force Index Funds to Buy $7 Billion in One Day. What Happens to Nasdaq Next.

Elizabeth Warren Slams New Fed Chair Kevin Warsh As Trump's 'Sock Puppet'
Benzinga93d agoneutral
Elizabeth Warren Slams New Fed Chair Kevin Warsh As Trump's 'Sock Puppet'

The Senate narrowly confirmed Kevin Warsh as the next Federal Reserve Chair in a deeply divided 54-45 vote. The contentious appointment immediately drew fierce criticism from prominent economists and Democrats who fear the move severely threatens the central bank’s historical independence. Progressive Backlash And Identity Crisis Leading the opposition, Senator Elizabeth Warren (D-Mass.) blasted the incoming Chair’s motives and loyalties. “Trump wants to control interest rates, and he nominated

The Cerebras IPO Is Tomorrow — And Markets Are Flashing A Major Sell Signal
Benzinga94d agobearish
The Cerebras IPO Is Tomorrow — And Markets Are Flashing A Major Sell Signal

The 2020s might enter the history books as an era where the market skipped the stairs and kept taking the elevator either way. The recent surge since the beginning of Q2 is the best example. According to BullTheory, U.S. equities added nearly $10 trillion in market capitalization in just 39 trading days. Yet, the realized volatility has become highly asymmetric. On up days, it is running roughly seven times as much as on down days. Historically, that kind of imbalance tends to appear near exhaus