Why Stocks Keep Rising But Haters Gonna Hate

The Dow closed at a record high today while the S&P 500 wrapped up its 8th straight week of gains, showing just how strong momentum has been despite constant concerns about inflation, interest rates, and global uncertainty. Nvidia once again crushed earnings, raised its dividend to $0.25 per share, and announced an $80 billion share buyback program. Even though the stock dipped after earnings, these moves are often viewed as bullish signs for long term investors and reinforce Nvidia’s critical role in powering the AI buildout.

At the same time, the 10 year U.S. Treasury yield nearly touched 4.7% earlier this week before falling back below 4.6% by Friday’s close. For investors looking for stability or less market exposure, earning close to 4.7% backed by the U.S. government is becoming an increasingly attractive option. Gold futures also moved lower as investors continue weighing inflation expectations, interest rates, and broader market sentiment.

We also discuss Michael Burry’s latest warning that the stock market has “jumped the shark,” what that phrase actually means, and why some investors are questioning his repeated bearish calls over the years. Plus, we cover Kevin Warsh stepping in as the new Fed Chair, what history tells us about markets testing new leadership, and why AI may reshape jobs and productivity over the next decade rather than simply replace workers.

As always, our goal is to help you cut through the headlines and focus on what actually matters for long term investing.

Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.