10/16/2026
The S&P 500 finished September about flat, but most of the stocks inside it didn't. Four out of five fell by an average of about 9%, while a small group of large tech names held the index up.
In this month's View from the Ranch, Gregg and Brad look at what’s happening beneath the surface, and Brad dressed the part.. 🐟
They cover:
🌊 What’s happening under the headline index numbers
📈 Why bond yields have risen so quickly: oil and the conflict in Iran, the yen carry trade, and a new Fed chair
💵 How bonds work, and why prices fall when rates rise
💼 What the economy and corporate earnings are still showing
🐂🐻 The bullish case, the bearish case, and what could change either one
Watch the full episode:
The S&P 500 has held up, but under the surface, most stocks have be...
