Lake Street On the Street MonthlyJune 2026 Stocks Climb asEarnings Stay Strong Inside: Q1 Earnings & Megacap Concentration, What History Says About a 19% Two-Month Rally, and The Reality Behind the IPO Hype. 1Earnings Strength 2Rally Signal 3IPO Reality 4Market Snapshot 5In the News Earnings Strength Stocks Climb as Earnings Stay Strong Q1 2026 earnings […]
Lake Street On the Street MonthlyMay 2026 Stocks Rally DespiteContinuing Conflict Inside: Earnings Driving the 2026 Rally, AI Capex Acceleration, and What a Strong April Means for the Rest of the Year. 1Earnings & Rally 2AI Capex 3Strong April 4Market Snapshot 5In the News Earnings & Rally Stocks Rally Despite Continuing Conflict S&P 500 YTD […]
With rising tensions in the Middle East, WTI Crude prices have jumped over 90% in the first quarter of 2026, putting energy back in the headlines. That got us looking back at history to see how markets have typically handled oil spikes, and what it might mean for investors today. The short answer is that […]
With headlines focused on the recent invasion in Iran, markets are weighing a range of potential ripple effects — most notably the sharp move higher in oil prices. As WTI crude climbs, inflation expectations tend to rise as well, pushing bond yields higher as investors price in fewer potential rate cuts. Even with a new […]
As we wrapped up the first month of 2026, the S&P 500 posted a gain of 1.5%. There are several indicators that occur early in the year that have historically provided insight into how the remainder of the year may unfold. One of the most well-known is the “January Indicator,” which examines how January’s performance […]
While 2025 has been marked by plenty of ups and downs, one of the most important developments has been the massive investment technology companies are making in artificial intelligence. In the third quarter alone, leading firms spent more than $100 billion building AI infrastructure, helping support overall market performance. (Source: Y-Charts) Nvidia has grown its […]
As we enter the final stretch of 2025, markets have taken investors on a ride. After sharp volatility in April following tariff announcements, stocks rebounded and delivered seven straight months of gains. November finished only slightly positive, recovering from an early 6% pullback. Now, as we move through December, a month that historically favors the […]
After six straight months of gains from May through October, the market has shifted its attention to third quarter earnings. With 91 percent of S&P 500 companies reporting, the results have been strong. A large majority have exceeded expectations for both earnings and revenue, and overall earnings growth is running at 13.1 percent compared with […]
Many have drawn parallels between the internet boom of the late 1990s and the recent surge in artificial intelligence. To explore that comparison, we charted the Nasdaq Composite, with the blue line representing 1995–2000 and the orange line showing performance from 2023 to the present. (Source: DataTrek) While investors often recall the dot-com bubble’s collapse […]
The Federal Reserve meets next week, and the futures market is signaling a 91.8% chance of a rate cut. The remaining 8.2% even suggests the possibility of two cuts — meaning the market is fully expecting at least a quarter-point (25bps) reduction. Typically, rate cuts are associated with a struggling economy or falling markets. But […]
