Published August 7 2026
This week the S&P 500 resumed its push into new high ground. (more…)
hyperscalers
Will the AI Boom End Like the Internet Mania of the 1990s?
Published July 31, 2026
A week or so ago, Michael Cembalest, an executive in JP Morgan’s wealth management group, issued a thought-provoking report on the parallels between the current AI-fueled boom and the late-90s internet mania. We thought you might find it interesting. (more…)
Soaring Earnings Growth Underpins a Rally, but …
Published May 22, 2026
Stocks continue to largely ignore the rising bond yields that typically raise warning flags for markets. Below, we provide a series of recent notes from Delta Research regarding recent market action: (more…)
Rule of 10 Hits a New High
Published April 24, 2026
As an investor, it can be confusing to see the market shrug off troubling news events. Such is the case with the Strait of Hormuz closure, an event that is clearly disrupting supply chains of many energy, fertilizer, and other products. (more…)