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Capital Market Consultants, Inc.
December 31, 2025

Equal-weighted S&P 500 expected to perform better than cap-weighted over next decade

Capital Market Consultants, Inc.
December 31, 2025
Equal-weighted S&P 500 expected to perform better than cap-weighted over next decade

The equal-weight S&P 500 currently shows a 7% higher expected annual return over the next decade compared to the market-cap-weighted index.

By: Alexander Vogt, CFA

Source: https://shorturl.at/jjp8S

Capital Market Consultants, Inc.
December 31, 2025

A different perspective on stable vs. resilient markets

Capital Market Consultants, Inc.
December 31, 2025
A different perspective on stable vs. resilient markets

Markets don’t usually turn when stress is obvious.

They turn when calm feels earned.

By: Jonathan Baird, CFA

Source: https://shorturl.at/haoO8

Capital Market Consultants, Inc.
December 18, 2025

Retail inflows surged while institutional slipped

Capital Market Consultants, Inc.
December 18, 2025
Retail inflows surged while institutional slipped

The "Smart Money" is leaving the party.

By: Alexander R. Thiel

Source: https://shorturl.at/jxPRH

Capital Market Consultants, Inc.
December 18, 2025

Quantitative easing on the immediate horizon

Capital Market Consultants, Inc.
December 18, 2025
Quantitative easing on the immediate horizon

My 38 year rule that I have learnt in markets. When Central Banks (esp the US Fed) move faster than markets expect, the situation's worse than anyone's admitting.

By: David Scott FSCI

Source: https://shorturl.at/IeOPf

Capital Market Consultants, Inc.
December 15, 2025

Bringing US equity allocations into question

Capital Market Consultants, Inc.
December 15, 2025
Bringing US equity allocations into question

Why do I keep going on about the US equity allocations in portfolios?

By: Andrew Spence

Source: https://shorturl.at/ryZEG

Capital Market Consultants, Inc.
December 15, 2025

Yardeni taking a breather on Mag 7

Capital Market Consultants, Inc.
December 15, 2025
Yardeni taking a breather on Mag 7

BREAKING: After a 15-year bullish call, Yardeni goes underweight the Mag7

By: Harald Berlinicke, CFA

Source: https://shorturl.at/m465t

Capital Market Consultants, Inc.
November 24, 2025

Ray Dalio on the drivers of bubbles and what the aftermath may look like

Capital Market Consultants, Inc.
November 24, 2025
Ray Dalio on the drivers of bubbles and what the aftermath may look like

While I am still an active investor hooked on the investing game, at this stage in my life, I am also a teacher trying to pass along what I’ve learned about how reality works and the principles that helped me deal with it well.

By: Ray Dalio

Source: https://shorturl.at/16HCd

Capital Market Consultants, Inc.
November 24, 2025

Dig deeper into the reasoning behind certain asset allocations with clients

Capital Market Consultants, Inc.
November 24, 2025
Dig deeper into the reasoning behind certain asset allocations with clients

The power of asset-liability matching in one image.

By: Cullen Roche

Source: https://shorturl.at/9R6Sv

Capital Market Consultants, Inc.
November 24, 2025

Breaking down the path forward for NVDA to hit $500 billion in revenue

Capital Market Consultants, Inc.
November 24, 2025
Breaking down the path forward for NVDA to hit $500 billion in revenue

🔴 Half a trillion dollars in revenue by the end of 2026 means NVDA is playing with fire.

By: Marjanul Islam

Source: https://www.linkedin.com/posts/sheikh-marzan_half-a-trillion-dollars-in-revenue-by-activity-7397072435713515520-Gmki?utm_source=share&utm_medium=member_ios&rcm=ACoAAAB1TNsBAAeMaWcnkCeEO9AxkAp2UJotXCc

Capital Market Consultants, Inc.
November 24, 2025

Dividend investors are in a good position vs. ongoing inflation

Capital Market Consultants, Inc.
November 24, 2025
Dividend investors are in a good position vs. ongoing inflation

One of the more amusing moments of being a Dividend Investor in a Stock Market is regularly being thrown to the wolves as a "bond proxy."

By: Daniel Peris

Source: https://shorturl.at/2p7Di

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