Yes...it's fun to look at my portfolio again...
Nearly 80% of S&P 500 companies reporting so far in Q2 2026 have beaten earnings expectations, marking a sustained period of double-digit growth.
The tech-heavy Nasdaq and S&P 500 are rising on the back of massive investments in artificial intelligence, with chipmakers experiencing immense demand. Specific semiconductor stocks have driven significant gains.
Despite fears of even higher inflation, consumer spending remains strong and the economy is not as sensitive to energy price shocks as in previous cycles.
I can only imagine what the market might be at if we were not involved in a costly war...excessive government spending...gas prices had not escalated so much...the current inflation rate...and potential impacts from new tariffs and broader geopolitical tensions...
