
Alternative Investments
60% of S&P 500 Stocks in a Bear Market, Index Near High
TL;DR: About 60% of S&P 500 stocks are at least 20% below their own highs, Goldman Sachs trader Bobby Molavi said , yet the index closed November 3 only 3.2% below its record . The index weights …
Jeff Barnes, MBA··5 min read

Alternative Investments
Mag 7 Prop Up the S&P 500: Is Your ETF Exposed?
TL;DR: The headline number on the S&P 500 looks healthy. Underneath it, most of the index is struggling. Benzinga reported on October 14, 2026 that the index has gained about 14% this year while …
Jeff Barnes, MBA··6 min read

Alternative Investments
Michael Burry's Stock Market 'Supervolcano' Warning
TL;DR: I read Burry's argument twice before writing this. He doesn't say the market falls next week. He says something harder to sit with. A record high can hide a weak foundation, and the recovery a…
Jeff Barnes, MBA··5 min read