Capital Market Consultants, Inc. February 9, 2026 Understanding the psychology behind Howard Marks on market cycles Capital Market Consultants, Inc. February 9, 2026 Most investors say they’re “long-term.” But when markets swing, they behave like short-term tourists.By: Ramanathan P.V. (Ram)
Capital Market Consultants, Inc. February 9, 2026 Top U.S. earners drive ~50% of all consumer spending Capital Market Consultants, Inc. February 9, 2026 The top 10% of US earners now reflect a record 49% of all consumer spending.By: David Scott FSCI
Capital Market Consultants, Inc. December 31, 2025 Applying the habits of legendary investors Capital Market Consultants, Inc. December 31, 2025 Most people “study” great investors. Very few turn their ideas into a concrete operating system.By: Ramanathan P.V. (Ram)
Capital Market Consultants, Inc. December 31, 2025 Market cap to GDP ratio rose to 220% Capital Market Consultants, Inc. December 31, 2025 🚨The Buffett Indicator has never been higher:By: Tuli (Nate) Urbach
Capital Market Consultants, Inc. December 31, 2025 Temper expectations amid elevated valuations Capital Market Consultants, Inc. December 31, 2025 What Would Robert Shiller Say?By: Jan Viebig
Capital Market Consultants, Inc. December 31, 2025 Quality of market momentum is improving Capital Market Consultants, Inc. December 31, 2025 Earnings are increasingly driving the market's rally:By: The Kobeissi Letter
Capital Market Consultants, Inc. December 31, 2025 Three consecutive years of 15%+ growth for the S&P 500 Capital Market Consultants, Inc. December 31, 2025 The S&P 500 is on pace for a third consecutive year of more than 15% price growth.By: Gina Martin Adams
Capital Market Consultants, Inc. December 31, 2025 The circularity of AI deals Capital Market Consultants, Inc. December 31, 2025 "I Pretend I Am Giving You $20 Billion, And You Pretend To Buy $20 Billion Of My Products"By: Stephen Klein
Capital Market Consultants, Inc. December 31, 2025 Navigating market shifts: how the Q Ratio signals changing conditions Capital Market Consultants, Inc. December 31, 2025 When Valuations Reach Extremes, Markets Don’t End; They ChangeBy: Jonathan Baird, CFA
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 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
