Real Analysis Without Noise
Malgorzata Schmidt
SoFi is posting record revenue, members and loan volume, yet its stock is down about 44% this year. Third quarter results on Oct. 27 will test whether rising rates are eating into its capital.
Cleveland Fed President Beth Hammack says AI infrastructure demand is adding to price pressures. The policy debate raises questions about how rate increases could affect small businesses, consumers and technology investment.
September Inflation Rises as Gasoline Drives More Than Half of Monthly CPI Gain
QQQ closed at $740.62 on June 18, 2026, up 2.51% on the day, and is sitting roughly 38% above its 52-week low of $523.65. The Nasdaq-100 has been in what multiple technical analysts are calling a parabolic bull run since April, and assets under management in QQQ have now crossed $494 billion. That is an … Read more
Sixty-three years after its first mutual fund launched in Boston, Fidelity Investments remains one of the most consequential forces in global asset management. The firm does not trade on a public exchange, does not answer to outside shareholders, and does not run glossy television advertisements extolling its virtues. Yet as of June 2026, Fidelity oversees … Read more
S&P 500 in 2026: five consecutive quarters of double-digit earnings growth, a +10.5% April surge to new all-time highs, and a forward P/E of 20.9x. Here is the complete analysis every investor needs.