Q1 2026 EPS set for fastest surge in five years, fueled by AI spending boom and IG debt wave
EPS growth: Q1 2026 EPS growth is on pace for the largest y/y growth rate in five years, mostly due to record AI capex, which in turn is now largely funded through massive new issuance of IG debt.
Diamonds: Diamonds may be a girl’s best friend but they’re your portfolio’s worst nightmare. Prices have fallen to their lowest level this century!
S&P performance: Despite it’s +12% gain, the S&P 500 has gotten 6% cheaper this year.
Markets in Taiwan and South Korea are making history: The total market cap of Taiwan’s stock market is up to a record $4.5 trillion, surpassing Canada’s $4.4 trillion for the first time. Taiwan’s stock market value has also exceeded that of the UK for the first time 2 weeks ago.
Polymarket: 0.1% of the accounts on Polymarket have earned 67% of the profits, large amount of them are bots.
