The $16 Trillion Stock Rally
Update: 2025-09-22
Description
The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor Dan Niles breaks down the bull between the horns, but warns of a fowl Thanksgiving surprise. Plus, investors are hoping for more rate cuts than the Fed is planning on - at least for now. Why this mismatch could lead to unfulfilled expectations. And stock buybacks are making a comeback. Which companies eat their home cooking more than others?
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