Capital Market Consultants, Inc. February 20, 2026 Mega-cap tech falling out of favor for first time in a long time Capital Market Consultants, Inc. February 20, 2026 Mega-Cap Tech: Most Under-Owned in 17 YearsBy: Deepak Mehra
Capital Market Consultants, Inc. February 20, 2026 Americans aged 55+ now represent 45.3% of all US consumer spending Capital Market Consultants, Inc. February 20, 2026 The US economy is now reliant on older Americans like never before:By: The Kobeissi Letter
Capital Market Consultants, Inc. February 20, 2026 Earnings and dividends have become a more meaningful part of cumulative gains this market cycle Capital Market Consultants, Inc. February 20, 2026 One positive aspect of the evolution of this market cycle has been how the market has become less reliant on multiple expansion.By: Jurrien Timmer
Capital Market Consultants, Inc. February 20, 2026 When labor becomes expensive, the incentive to automate rises Capital Market Consultants, Inc. February 20, 2026 In my microeconomics course, my students and I examine how firms substitute capital for labor when relative costs change.By: John Min
Capital Market Consultants, Inc. February 20, 2026 Diversification is starting to matter again across investors Capital Market Consultants, Inc. February 20, 2026 Breadth is back in the S&P 500.By: Ryan Lemand, PhD
Capital Market Consultants, Inc. February 20, 2026 ChatGPT has widely become a tutor/editor/researcher for users Capital Market Consultants, Inc. February 20, 2026 Ever wondered what people actually do when they open ChatGPT? 🤖By: Stefan Michel
Capital Market Consultants, Inc. February 20, 2026 Adoption and true productivity through AI in workplaces has been slow going Capital Market Consultants, Inc. February 20, 2026 Every major technology arrives with the claim that it will transform everything. Advocates said it about personal computers, the early internet, smartphones, and now artificial intelligence.By: James F. Trocme
Capital Market Consultants, Inc. February 20, 2026 Forget a hedge, gold is being treated as monetary insurance by sticky buyers Capital Market Consultants, Inc. February 20, 2026 Gold is no longer behaving like a hedge. It is behaving like a reserve asset being repriced.By: Ryan Lemand, PhD
Capital Market Consultants, Inc. February 20, 2026 Average combined PE ratio for U.S. TMT stocks currently sits above 40 Capital Market Consultants, Inc. February 20, 2026 The big issue is Tech Stocks have peaked, are on technically shaky ground ---AND this is coming from a starting point of stretched Valuations.By: Callum Thomas
Capital Market Consultants, Inc. February 9, 2026 Copper could cause a bottleneck in the ongoing tech infrastructure buildout Capital Market Consultants, Inc. February 9, 2026 Copper discoveries are collapsing, both in number and quality.By: Ryan Lemand, PhD
