06/02/2026
Here is the last week's Five For Friday! Markets continue to show solid underlying strength, supported by broad participation and strong earnings growth, even as investor sentiment remains unusually cautious.
Key takeaways:
• Market gains are broadening, with small caps and equal-weight indexes hitting new highs.
• Earnings growth remains strong across both large tech companies and the broader market.
• Investor sentiment is near historic lows, which has often been a positive setup for future returns.
• Stocks and bonds have been moving more closely together, highlighting the importance of diversification (including inflation-protected assets).
• Recent market momentum has been encouraging, with similar periods historically followed by solid returns.
Ross talks consumer sentiment, “vibecession,” and an asset class that could be a useful diversifier beyond stocks and bonds.
