Stocks Hold at Record Highs on US-Iran Deal Optimism | Bloomberg Brief 5/29/2026
By Vonnie Quinn
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Headlines are popping up left and right about how high the 10-year Treasury yield has risen. While investors make decisions about what is the “right” longer-term cost of government debt, many journalists focus... For a quarter of a century, the hyperscalers have been some of the most profitable and technologically innovative businesses ever created. The reason was clear: their marginal cost per additional customer was almost... As portfolio managers, we must practice what Charlie Munger called "ignorance avoidance!" Therefore, regardless of when the mania for all things AI dies, we believe there will be a bloodbath in the S&P... Oil tops US$100 per barrel Stocks mentioned: TVE.TO The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. […] In my 45 years in the investment business, we've observed numerous peaks of excitement. In 1987, a bull market that started at a 1982 bottom below 800 on the Dow Jones Industrial Average... New ConocoPhillips CEO inherits $7 billion cash flow pledge riding on Alaska oil project By Sheila Dang For more information go to reuters.com. The information contained in this tv […]Recent Missives
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