Opinion

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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

Three Numbers That Should Terrify Every All-In Equity Investor

The Shiller CAPE ratio just below 40, the Buffett Indicator at 223%, and a VIX that surged 18% in a single session. Three numbers are screaming caution while Wall Street projects another year of double-digit gains. One of these groups is wrong.

By Ray Vega · 5 min read

Finance

The Bubble That Isn't: Why Earnings, Not Emotion, Should Drive Your 2026 Portfolio

The Shiller CAPE ratio just hit its second-highest reading in 155 years, and the bubble warnings are deafening. But with S&P 500 earnings projected to grow 14.4% in 2026 and profit margins on track for record highs, the fundamentals tell a very different story than the fear merchants want you to hear.

By Marcus Cole · 5 min read

Finance

A Correction Is Coming. Here's Why That's Your Cue to Do Absolutely Nothing Different.

Wall Street analysts are warning about a potential market correction in 2026. Here's why that shouldn't change anything about your investment strategy this week — and the one simple move that will protect you no matter what happens.

By Sadie Park · 4 min read