Monday Takeaways: Best May Since 1990 - But Is This Rally Sustainable? | | Shah Gilani Chief Investment Strategist | "Sell in May and go away"? Not this year. The S&P 500 just delivered its best May performance since 1990, surging 6.2% while the Nasdaq Composite exploded 9.6% higher. But here's what the headlines aren't telling you... While earnings held up "exceptionally well" and margins stayed intact, analysts are already slashing Q2 expectations. And with valuations pushing into the low 20s for the S&P 500, we're entering rich territory. Plus, there's the Trump factor - his "TACO" approach to tariffs has markets on edge, even as his negotiating style prevents terrible price pass-throughs. I'll break down what's really driving this rally, why Jamie Dimon's bond market warnings might be strategic messaging, and how potential "SLR" changes could give banks a major boost. Click here or on the image below to watch. Cheers, Shah Want more content like this? | | | | | |
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