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Finance

14% Earnings Growth Is the Only Number That Matters in 2026

The S&P 500 is projecting 14.4% earnings growth in 2026, and five consecutive quarters of double-digit results are already in the books. The valuation warnings are not wrong about the math. They are just wrong about what drives markets over time.

By Marcus Cole · 4 min read

Finance

The AI 'Bubble' Everyone Keeps Predicting Has a $99 Billion Problem

Nvidia generated $99.2 billion in net income over the trailing twelve months. That single number demolishes half the AI bubble commentary published this year. The fundamentals say this isn't 1999, and investors who panic-sell will regret it.

By Marcus Cole · 5 min read