The Compound and Friends Things People Say in a Bull Market
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Aug 12, 2025 Dive into the thrilling world of bull markets as the S&P edges towards a historic high. Explore innovative ETFs designed to simplify investor challenges and unveil surprising earnings growth across sectors. Learn about the changing market landscape shaped by tech giants and shifting consumer behaviors. Discover insights into investor psychology and the evolving dynamics in the gig economy with DoorDash. Plus, gain strategies for navigating today’s complex investment environment with an eye on both small-cap opportunities and the risks of market corrections.
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Earnings Beat Is Powering The Rally
- Earnings season has surprised to the upside with blended S&P profits up ~10.5% year-over-year and an 81% beat rate.
- This strong earnings backdrop helps explain the market hitting record highs despite headwinds like tariffs.
Consumer Spending Still Holding Up
- Consumer spending remains resilient across many financial companies, reducing signs of an imminent slowdown.
- Companies broadly report they are not seeing a material consumer slowdown despite headline worries.
CPI: Goods Up, Services Cooling
- July CPI showed 2.7% annual inflation and a 0.2% month-over-month rise, slightly below expectations.
- Goods inflation climbed, concentrated in tariff-affected categories, while services are stalling and shelter continues to decline.