Ben Carlson says the stock market has stayed resilient despite higher interest rates and more attractive bond yields. He also points to a concentrated S&P 500—top 10 stocks near 40% of the index—and says AI could lift EPS growth by 2% a year.
published
Ben Carlson says the stock market has stayed resilient despite higher interest rates and more attractive bond yields. He also points to a concentrated S&P 500—top 10 stocks near 40% of the index—and says AI could lift EPS growth by 2% a year.
Latest documented BWB result
$TSLA · $SPY market result
Exit $TSLA PDS with a .60 profit per contract - was willing to hold if $SPY closed under the SMA 50 but not with a close above it
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