Saturday, June 28, 2025

Stocks Defy Naysayers

Five Risks for Stocks That Cloud the Outlook for the Second Half
https://www.bloomberg.com/news/articles/2025-06-28/five-risks-for-stocks-that-cloud-the-outlook-for-the-second-half
 
Stocks Are Defying the Naysayers. They Can Keep Going.
https://www.bloomberg.com/opinion/articles/2025-06-27/s-p-500-keeps-defying-the-naysayers-it-can-keep-going
There are plenty of tail risks, and you might think that investors are being cavalier. But don’t forget about the upside risks. 

The Stock-Market Rally Is Moving Beyond Big Tech and Investors Are Thrilled
https://www.wsj.com/finance/stocks/sp-500-rally-sectors-efe6ba9b
One measure of market breadth recently touched a new high, as financial and industrial names fuel stocks’ climb.


The Unlikely Stocks That Drove the Market to a Record High
https://www.wsj.com/finance/stocks/stock-rally-dollar-general-magnificent-seven-6615ab62
Dollar General, not the Magnificent Seven, is the rally’s hero. It makes for a healthier market when unloved stocks get a bit of attention too.

S&P 500 Surges Through Trump Turmoil to a Record High
https://www.nytimes.com/2025/06/27/business/sp-500-record-trump.html
“It is incomprehensible that markets are so buoyant,” said Kristina Hooper, chief market strategist at Man Group, a global investment manager, pointing to tariff uncertainty and slowly worsening economic indicators. “Yet stocks keep climbing higher,” she added. “It seems to be a recipe for disappointment.”